Convert Job Request To Job - Project, Audit, Job, Invoice Management Solution

In this video, we will go through our feature in which you can convert job requests into jobs. It will help you convert your job requests directly into jobs without manually putting job request values into the job record. We use the job request data and it will auto-populate in the job record when you convert the job request to the job. It significantly reduces the time to create jobs for customers.

This is an easy-to-use native Salesforce app that helps with Audit Management, Job Management, Project Planning, Project Scheduling, Resource Management or Staff Planning with Calendar, Invoicing & Billing with Multi-Currency Support, and Task Management.

This app gives you everything you need to manage your audits/projects/jobs effectively.

Key features of this tool include:

1. Customer Onboarding & Job Request Management
2. Project Planning & Management
3. Project Scheduling
4. Job Service Management
5. Job / Audit Management
6. Resource / Staff Management
7. Auditors & Coordinators Calendar Dashboard
8. Add Calendar Notes for Users / Groups
9. Invoice Management (Invoicing, Billing, Cost Tracking & Credit Notes)
10. Define a Set of Services for Jobs
11. Create & Manage Job Requests for Coordination Team & Customer
12. Send Quotation via Email
13. Send Job Notifications
14. Show Outstanding Invoices of Customers
15. View & Download Invoices as PDF
16. Email Invoices
17. Automatic Invoice Reminders
18. Record Payments of Invoices
19. Multi-Currency Support
20. Task Management
21. Document Management
22. Project Automation Using FLOWs
23. Prepaid, EOM, Chargeable, Free, On-Site and Off-Site Services For Jobs/Audits
24. Set Price Plans For Customers
25. Manage Hotel, Transportation, and Other Travel Costs/Fees for On-Site Services
26. Create Issues For Jobs / Audits
27. Write Feedbacks For Jobs / Audits
28. Create Corrective Action Plans for Jobs / Audits
29. Reports & Dashboards

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