Worksheets & Diaries

Note: This is an additional module and not included with 'Retailer v10 Express

Special Offers

This module enables you to log customer orders requiring a site visit or workshop repair (like locksmiths / plumbers / equipment repairs for example) and schedule it for a particular date, time and person.

You can then keep, view and print a 'diary' for each person and print a worksheet for each job.

Functionality

• Take customer orders and log them immediately, not to be forgotten.
• Allocate each job to a person and on an available date and time.
• View availability at a glance, anywhere on your network.
• Print a job schedule (diary) for your fitters' daily tasks.
• Print a worksheet for each task showing any detailed instructions and requirements.
• Track stock held on each vehicle if required.
• Jobs can be changed, edited, cancelled or transferred to another fitter after entry.
• Update the jobs after they have been completed, ensuring full accuracy.

Reports

• Worksheets detail all areas of the job for exact reporting.
• Worksheets print automatically with the diary or at point of entry.

Full history is kept and key information automatically prints on the invoices.