System Updates: Jobs, Schedules & Quotes

Job Templates

The HaulTech team have added an, easy to use, Job template feature, that enables users to create

or use Job templates to accelerate the job creation proccess.

From the job screen users can create a new job from a job template and can search through saved templates via:

Description
Customer
Customer specific templates

Once selected, the saved template opens as a job for users to enter additional information to and save accordingly.

Job schedular
To further reduce data entry, users can now save and schedule repeat jobs.

Customer Quotes
Quotes can now be generated, sent to customers and converted into jobs from the quote screen.

The quote screen follows the same template as the the job booking screen allowing users to generate a quote,

utilising the relevant rate tables, then email it onto a customer, ensuring all correspondnace is recorded in the job's audit trail.