Job Sheet Software
Go paperless and use SAM to create job sheets for your mobile workers. After you have taken an order from a customer, this information is saved and can be used to create a digital job sheet.
The job sheet will be customized with your company logo and can easily be converted into PDF form with a simple mouse click, then you can instantly send the job sheet to your mobile workers, customers, or head office.
Mobile workers can use the SAM mobile app to record parts, times, and work completed, they can also use the app to capture the client’s digital signature and send it back to the office.
Automatically Have Your Job Sheets Filled Out For You – Never Lose a Job Again, you and your workforce can easily capture signatures from customers whilst out in the field.
Your job sheet is then automatically created based on the job information.
This saves time from filling out paperwork onsite and furthermore enables you to authorise your job quickly and effectively. Save time with cloud-based job sheets and ensure your client’s information is always available at the touch of a button.
Customers’ job sheets can easily be accessed, online or printed should it be desired. With cloud-based job sheets, you can save valuable time and speed up your payment collection process.
Your field engineers can get the job sheets signed off electronically and a copy of the job sheet including a signature is automatically uploaded to the administrator via the cloud ensuring that the billing process is immediate.
With our SAM Mobile App automation of jobs, sheets are one of its key features. Whenever an engineer is logged into the mobile app, jobs that are created for that specific engineer automatically appear on their mobile app.
Job Sheet Features:
Create Job Sheets – Instantly convert quotations and sales orders into job sheets with a simple mouse click.
Customize Job Sheets – Your job sheets can be customized with your company logos and any information needed to complete the job.
Convert to PDF – With another mouse click, you can convert the job sheet into PDF form. Then the document can be stored, or sent to customers, mobile workers, or head office for their records.
Capture Signatures – Mobile workers can use the SAM mobile app to capture customers’ digital signatures, once taken the app records the signature and the exact time the job is completed.
Accounts Integration – Integrates with Sage 50 Accounts
Go Paperless – Digital job sheets completely remove the need to use paper, from creation to completion the job sheet never physically exists saving you time and space, it also reduces the margin for loss or error.
Reduce Travel – With digital job sheets your mobile workers never need to visit the office to deliver paperwork, this could dramatically reduce their travel times while making them more productive.
Company Branding – You can keep your branding and logos and maintain the company messaging.
Accurate Information – Management will appreciate knowing exactly when a job is created and completed, and your customers will be happy with the transparent nature of the process.