JOBSCOPE

CRM Module

Jobscope manufacturing software Customer Relationship Management CRM enables Engineer to Order (ETO), Make to Order (MTO), Government Contractor, Job Shop, Aerospace and Defense, Maintenance Repair and Overhaul, and Metal Fabrication manufacturing companies to track all customer and prospect information in a single location. Customer Relationship Management CRM helps to improve customer satisfaction and your bottom line. From the first contact to after-sales service, Jobscope’s customer relationship management (CRM) solution automates day-to-day tasks for sales and customer service, strengthening customer loyalty, and enabling your sales and customer service teams to work together to shorten sales cycles and increase revenue.

All contacts, activities, purchases, payments, documents, warranties, and quotes are easily accessible from Jobscope manufacturing software CRM. In addition, multiple employees can track their activities to the same customer. This allows sales, accounts receivable, and customer service to have direct access to all the information they need to service the customer. Extensive searching capabilities make it easy to find exactly what you need when you need it.

JOBSCOPE CRM Features

• Track Accounts and Prospects
• Track multiple contacts, bill to, and ship to addresses on a single record
• Reference Parent Accounts
• Sales and Payment history for each customer
• Available credit for each customer
• Multiple Hold statuses for each account – Job Hold, Work Order Hold, Shipping Hold
• Link documents to the customer record
• Track all activities for each account – phone calls, emails, service calls, etc.
• Ability to track multiple activities for each account – sales, customer service, AR, etc
• Product tab to track all products purchased and shipped for each account
• Serial Number Tracking for each product
• Ability to export lists for marketing activities
• Pipeline reports summarized by a salesperson
• Track quotes, probability, estimated close date, margin, total revenue

Already using a third-party CRM solution like Microsoft CRM or Salesforce​.com? Jobscope’s integration module integrates your existing CRM Customer Relationship Management Solution with Jobscope Manufacturing Software.

Field Service Module

Jobscope Field Service software connects the field service staff to the rest of your organization- helping you to respond to customer needs quickly and efficiently. Field Service Software for Jobscope manufacturing software helps your company meet more customer requests on the first call and reduces the need for multiple updates on single incidents. Field Service solutions also allow you to schedule field service resources to assist in achieving maximum efficiency, cutting costs, and helping make your field service operations profitable.
Jobscope Field Service software allows employees in the field to report and provide real-time labor, material, and work order status so both customers and management are up to date on all field service work orders. Field service employees and resources can be effectively scheduled in a graphical environment enabling customer service to respond to customer needs quickly and efficiently. Billing accommodates both fixed price and time and material invoicing and does not require dummy shipments and inventory items that other manufacturing systems require. Field Service Software for Jobscope manufacturing software helps your company meet more customer requests on the first call and reduces the need for multiple updates on single incidents. Jobscope Field Service solutions also allow you to manage staff resources to assist in achieving maximum efficiency, cutting costs, and helping make your field service operations profitable.

Field Service Software Highlights

• Time and Material Billing
• Fixed Price Billing
• Field Labor Reporting
• Field Material Reporting
• Field Work Order Status Reporting
• Field Service Scheduling
• Service Job Budgeting & Change Tracking