Job Management
Complete visibility from inquiry to invoice
Overview
FSManager comprehensively manages the entire business process, starting from the initial customer inquiry through to quoting, sales, job manufacturing, delivery, on-site installation, after-sales service, and final invoicing and payment.
This holistic approach provides a comprehensive view of every interaction related to each job, from initial contact to providing the post-sales service. The system automates as many business decisions as possible through its built-in AI and uses the business rules you set up to work for you. For those business-critical decisions requiring human intervention, or in the case of an exception, it will automatically raise a notification to the appropriate person.
Key Features
- ✓End-to-end job lifecycle management
- ✓Automated business rules and decision-making
- ✓Exception-based notifications for human intervention
- ✓Full audit trail of every interaction per job
- ✓Job status tracking across all departments
- ✓Linked documents, communications, and notes
- ✓Custom workflow stages per job type
- ✓Real-time visibility from any device
Job Management is included in FSManager Lite and above
See how Job Management fits into the full FSManager platform.
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