Project Management
- Automatic job numbering (no job number duplication)
- Complete job production cycle starting with job creation and ending with job closing
- Simplified product confirmation process
- Schedule calendar including automatic by job man hour calculation
- Ability to color code installers on install schedule calendar including the option to block dates and time for which an installer is not available to work
- Printable labor packets that are customized with only the labor components required to complete the installation for each job
- Tracking of partially completed job including those with mis-measured products
- Option to move back into the production cycle jobs with mis-measured products to include the order, confirmation, receipt and reschedule of the job
- Search function that allows searching by Name, Job Number, Street Address, City, Zip Code and more…….
- Option to export all search lists to Excel, PDF or CSV formats
- “My Preference” feature allows by user customization of the schedule calendar
Program
- Dashboard – Centralized location for workflow process and program information. The dashboard is automatically updated as users complete their required tasks
- Daily “To-Do” list designed to provide the user with a prioritized list of tasks that need to be completed promoting efficient time management skills
- Dashboard reminders to order, confirm receive and/ or schedule jobs with a single click
- Option for management to track on a “real – time” basis the progress of users to complete the required tasks on the “To-Do” list
- Customizable Alerts for the following:
- Installers that have more than the allowed number of labor packets or have exceeded the number of days allowed for the labor packet to be outstanding.
- Products that have been ordered but not confirmed
- Products that were not received on the scheduled day of shipment
- Sales Reps with expired or pending expiration Drivers Licenses
- Products that are in your warehouse more than one week
Financial
- Accounts Receivable module that ensures that each job is paid in full prior to closing
- Option to export TMJ data to Quickbooks using the WebConnector feature in either summary or detail level format
Reporting
- Customer Referral Lists, parts lists, job status list and more
- Alerts List
Security & Support
- Definable user levels allow the ability to grant or limit what can be processed or is visible in the TMJ application
- Allows the utilization of the “Jobs on Hold” feature that limits the movement forward of flagged jobs only by designated users