Job Management System

CRM, quote generator, job management, asset scheduling, invoice creation and receipt generation are all components of this powerful system that is making job processing more efficient for Capital Recycling.

Issues

Capital Recycling specialises in the recycling of concrete and other building materials from civil construction and demolition projects Perth wide. Capital Recycling's business was growing quickly, too quickly for the existing spreadsheet process to effectively manage jobs any more. Using excel the job register had become too unwieldy to manage efficiently and jobs weren't being completed on time. The business needed a system that could manage jobs efficiently and scale up to manage expansion in the future.

Solution

OneIT came up with a solution that immediately improved the process and will continue to do so in the future as the business expands. The system manages the whole job process from initial enquiry through to receipt management.

The system includes the following functionality;

• CRM with communication records and task notifications
• Quote generation tool with edit options and with the ability to send quotes directly to clients
• Job management and the scheduling of assets for each job
• Invoice creation and receipt management
• Links with MYOB
• Dashboard that shows the progress status of jobs and financial status of a project

Benefits

The improved system provides a single centralised database enabling the company to manage enquiries, jobs, job services, scheduling assets, invoicing and processing of receipts all in one place.

Bottom line Benefits

Similar Clients

Other similar case studies you may wish to review:

• RSA
• Height Safety Solutions
• Great Aussie Patios
  Job management system capturing sales and project management workflow