| Features Home |
| Contacts & Business Units |
| Tasks and Events |
| Sales Opportunities |
| Quotes |
| Job Tracking |
| Financials |
| Inventory |
| Purchases |
| Timesheets |
| Subscriptions |
| Campaigns |
Quotes
Quotes can be produced for potential or existing customers and the Quote module includes details of materials and labour to be provided, tax rate controls, and profit percentages. Quotes can be escalated to a Job with one click.
Quote Features in JobTrack
- Quotes are integrated with Contacts, Tasks/Events and Jobs in JobTrack
- Standard Materials can be added from your product listing or add a new product
- Standard Labour components can be added from your standard listing or add unique labour charges
- Tasks and Events can be associated, scheduled and assigned to Quotes
- Profits and profit percentages can be displayed
- Pre-built Reports are available along with Search, Summary Screens and the Control Panel
- Quotes can be emailed or printed directly from the Summary Screen
- One click can escalate a Quote to a Job
