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.
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 logo’s 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 logo’s and maintain the company messaging.
✅ Accurate Information – Management will appreciate knowing exactly when a job is created and completed, your customers will be happy with the transparent nature of the process.