We strongly recommend 3G Business CRM as it provides a single system for our front end-sales. We especially love the ability to generate letters, faxes, emails and SMS all from the same application. It has greatly increased productivity and simplified our business.
MD Rejoice Relations
3G Job System - Jobs, Matters, & Services
Manage Services, Jobs, Matters, Policies with Workflow, e-Docs...
The 3G Job System is designed for professional services companies that provide numerous Jobs, Services or Projects to the same customers or clients. The Main Job Screen provides you a view of all the jobs at the company, team or user level (dependant on security rights). It enables you to manage and track all sales and accounting information down at the Job Level.
Upon opening a customer file or record you are provided with the Job Tracking Screen which is a complete list of all jobs specific to that customer/record. It is a simple to use system which enables you to break away from managing jobs within your accounting platform. You select the job and all the related information is immediately available. (Configurable to each individual user’s information requirements)
Upon selecting a specific job you are provided with the following detailed information, which is similar to the main 3G Case Management system:
| 3G Job System - Manage Jobs, Services, Matters or Policies | |
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Job Details - Add detailed information; job type, job name, job ref no., site details, job contacts and addresses, introducer, quote no's, start dates, end dates, invoice numbers invoice amounts, Job Owner plus much more. |
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Job Notes & Comments - Enables you track and share comments on each job |
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Job Workflow - Provides configurable Status and Actions specific to a Job Type, which enables you to configure multiple workflow processes specific to a job type. |
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Job e-Docs - Auto manage all documents created, auto-generated, attached, sent and received down to the specific job. Combined with the system templates the Job e-Docs provides a number of powerful sales automation capabilities. |
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Time & Material - Manage time & materials within each specific job. |
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Accounts - Generate sales invoices and sales receipts directly within the job, view all due and overdue and then export directly into your accounting package. (minimising duplication of effort) |
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5 configurable user tabs - enabling you to design the fields of data you require. |
The 3GB Job System has been customised for:
- Maintenance / Engineering & Trade Services
- Insurance – Policy System
- Legal – Case Matters
- Generic Job System - Professional Services
The above 4 designs are provided off the shelf and can be further customized for your specific requirements. 3G Vision can customise both the 3G Business Case Management system and Job System for other industries.
For a quote or a detailed discussion on how we can customise for your environment contact one of our business specialists.
