Jobs
Streamline job assignments with ease!
CRM Runner's job management feature allows users to comply with all industry-recognized processes as well as other relevant workforce management compliance protocols while enabling clear, targeted job management from initial contact through qualification, evaluation, job completion, and payment. These principles apply across the different types of projects and industries.
- Create new field jobs for employees with ease.
- Assign/dispatch jobs to employees based on the service needed.
- Create a title for each job and assign specific clients, as well as the full address of the job site that can be viewed via the map.
- Write full description and requirements for each job detailing what needs to be accomplished.
- Fully detailed time frames by adding specific start/end dates and times.
- Job can be created based on hourly, fixed price, existing invoice, blanked invoice, or no invoice.
- Job can be created and assigned to a 3rd part contractor (sub-contractor).
- As you keep adding jobs you will be able to see the job schedule of all your employees on the job scheduling calendar.
- Attach plan room images, meaning: blueprints, and images that were taken on-site that you modified to easily understand what needs to be done.
- Techs in the field can take images as they work to easily update the job status.
