JobBOSS² Software Demos

JobBOSS² provides a flexible make-to-order process, enabling businesses to generate quotes and orders with varying levels of detail as required. The system smoothly transitions from quotes to orders, with the capacity to add labour and material specifics at any point and create purchase orders directly from the job, with costs applied upon receipt of materials. The system also facilitates the creation of shipping documents, packing lists, and invoices, with the option for automatic invoicing via QuickBooks integration or manual invoicing within the JobBOSS² accounting system.

Quoting is a straightforward process using the JobBOSS² solution. The capabilities allow you to manage your quotes from a single location, document all aspects of the quotes, and allow others to have access to the information as well.

The Quickview feature of JobBOSS² enables users to effortlessly access and adapt information to their specific requirements. You can utilise data from Quickview to create and customise dashboards for viewing crucial information such as customer details, jobs, and sales history.

JobBOSS² simplifies order entry with a few clicks, accommodating previous quotes, repeat orders, and custom orders. It retrieves quoted details and repeat order information effortlessly, and allows on-the-fly creation of custom orders with flexible item, quantity, and pricing inputs.

JobBOSS² streamlines your business's purchasing process by automatically identifying job requirements and items below re-order points, aiding in purchase order creation. It consolidates orders for improved vendor buying power and allows one-click purchase selection, with an auto-purchasing feature for generating multiple orders based on set re-order levels.

JobBOSS² provides comprehensive quality control features, enabling non-conformance and corrective action tracking, document management, handling customer feedback, and tracking employee training. This eliminates the need for external tools, ensuring all quality-related tasks are managed within one integrated system.

Reporting capabilities within JobBOSS² give your business the ability to see data when you need it, where you need it. Each module within JobBOSS² has its own respective report, which can be customised and filtered to include or exclude specific information, ensuring relevant data is presented. Reports can be printed, exported, or emailed directly from the system, and users can drill down into report details for further investigation, ensuring all necessary business data is readily accessible.

With a single click, JobBOSS² simplifies the shipping process by generating all necessary documentation, such as pack lists, shipping labels, and freight carrier documents. The system allows for seamless order information integration and customisation of shipping details, including the addition of shipping charges. It also supports the creation of comprehensive customer packets, including certificates, prints, and other job-related documents.