TraceMyJob – PRO contains all of the features listed in the TMJ – LITE and the additional features listed below:
Project Management
- Option to create multiple divisions with a unique parts list within one program and customize by user access to use each division
- The option to use a system created Service Management division that allows for the creation, order, confirmation, receipt and scheduling service requests
- Advance Search Function
- Customer Care – allow automatic sending of customized Thank you email or printed letters which can include payment receipt and/or copy of contract.
- Document Manager features that allows PDF documents to be scanned and uploaded to any job. After attachment, document can be viewed, printed or deleted
- Ability to trace payments for sales reps and installers
- Option to charge back or add extra payments for both sales reps and installers
- Installer Skill Matching – Decide which skills to track and match installers to the jobs that they possess the skills to install
- TMJ-PRO automatically charges back the cost of a mis-measure product to the person who measured it
- Tracks the vendor who measured the job and alerts the user of the measured by data and other “smart skills” when scheduling installation
- Contract Change – program automatically adds to or reduces the amount of sales commission for a job when the contract is changed
- Utilization of the “Jobs on Hold” function to stop the moving forward of a job including payment to vendors
- Job Cost reporting available with a single click
Program
Dashboard – Company Statistics tab (permission based access) that provides the following data instantly updated with a “drill down” report feature on a Week-to-Date, Month-to-Date and Year-to-Date basis (2 year comparison):
- Sales Information Metrics including #Units Sold, Closing Percentage, Price/Unit, # Units/Contract, # of sales lead received by lead source
- Installer Information including # of units installed by installer with job level data listing job name and # of units installed.
- Financial Information
Financial
- Deposit Module (permission based access) provides a listing of payment processed separated by Cash/Check, Credit Card and Jobs Financed which facilitates the preparation of bank deposits.
- Accountant Module (permission based access) is the single location for data regarding sales rep commissions, product invoices, and installer payments
- Sales Rep Payment section includes the following data:
- Pending commission payments including deductions due to contract changes
- Pending mis-measure charge backs and extra payments
- Warning for pending payments for jobs in cancellation period
- Option to add charge backs or extra payments
- Product Invoice Payment section includes the following data:Tracks data by vendor to be paid including calculation of tax due and payment discount
- Installer Payment section includes the following data: Pending labor payments due with warning when labor payment exceeds negotiated labor rate for each job.
- Option to add charge backs or extra payments
Reports
- Detailed Sales Metrics Report
- Detailed Installer Metrics Report
- Accounting Reports including Deposit, Payments Made, vendor pay reports
- Management Reports including Marketing, Trend Analysis and Executive Report
- Job Summary Report
- Measured by Metrics Report
Security & Support
- Third party data entry
- Unlimited phone support with program share feature
- On-site training and implementation (2 days maximum)
- Owner in-house training (Rochester location) for unlimited number of days