Raise quotes from the Templa CMS Mobile App. Workflow captures quotes for approval and then sends them to clients automatically. Enter next action dates and notes to follow-up on all quotes. If approved, simply turn it into a job. If rejected capture a reason for reporting purposes.
Ad-hoc Work Management
Raising a Workbill for each additional job before it is carried out means you do not forget to invoice the client. Send suppliers or staff Workbills to allocate their invoices or time against. Ensure suppliers don't exceed the allowed cost with matching to invoices.
Contacted Periodicals and Pro-active Maintenance Workbills are scheduled in a single record. Batch processing generates a suggested list of Workbills which are either approved, postponed or suspended. Workbills are emailed to suppliers or sent to Area Manager mobile devices for completion.
Job Calendar Management
All one-off or periodical jobs are visible on a central calendar for easy drag-and-drop scheduling. View Employee, Supplier or Team workbills based on task to easily analyse all current awaiting completion work.
Never forget to schedule periodicals
Invoice for all chargeable work automatically
Enforce client satisfaction with "Satisfaction Notes"
Capture photo's of completed work to ensure compliance