Job Management

The section contains functions and features that track and monitor Service Jobs and Appointments. LassoBMS™ takes care of the entire process for you, from Job creation to invoicing so you can be sure that Jobs are completed quickly and efficiently to the highest possible standards.

Service Jobs
Unassigned Jobs
Job Appointments
Additional Charges
File Management
Notes
Invoicing
Service Jobs

Are you a service based business? LassoBMS™ has a powerful job management and tracking system that handles the entire process from start to finish, ensuring all jobs are tracked, completed and invoiced in the quickest time possible.

Key Features:

  • Create Jobs and assign them later
  • Integrated Word Processor that allows you to record all relevant details and images
  • Allows you to attach additional files to the Job
  • Records Job Notes and Reminders
  • Ability to assign multiple Service Appointments to different staff and against different cost codes
  • Customisable Job statuses that relate to your business
  • Jobs and appointments flow directly into timesheets and invoicing automatically
Unassigned Jobs

Do you take service bookings months in advance? Do you have trouble remembering and managing these jobs? Have you ever lost a job and had a client show up? With LassoBMS™ this is no longer an issue, jobs can be created and assigned months later.

Key Features:

  • Create Jobs and record the details without assigning it
  • Quickly identify and assign any unassigned jobs
  • Set estimated start and finish dates/times
  • Save relevant files against the Job
  • Set notes and reminders against the Job
Job Appointments

Whether it’s time to assign the Job to a employee or contractor or you need to record additional information or time against the job, LassoBMS™ makes it very easy to ensure that an accurate record of the work completed is correctly recorded.

Key Features:

  • Assign multiple employees or contractors to the job
  • Assign an unlimited number of appointments to the job under different employees and/or contractors and cost codes
  • Correctly select a qualifying employees and contractors
  • Record service duties and client requests/special instructions against each appointment
  • Map integration so you can see where each employee or contractor is in relation to the job location
  • Customisable “Show as” and “Label as” fields for better calendar integration and reporting
  • Create re-occurring appointments
Additional Charges

Need to add additional charges to Service Jobs such as parts, items and per item cost codes? No problem! LassoBMS™ includes this functionality.

Key Benefits:

  • Charge Parts, Items and per-item cost codes to any Job
  • No need to create pointless appointments to generate additional charges
  • Additional Charges and appointments are recorded separately and appear separately on invoices
  • Stock On Hand removed from inventory
File Management

When processing Jobs there are times when additional documentation is generated relating to that Job. LassoBMS™ allows you to store these specific documents against the Job for future reference and client reference.

Key Benefits:

  • Documents generated executing the Job are stored against it
  • Easy to find and reference if there are queries months/years later
  • Can store documents in the database or as a file link
  • Documents can be emailed to clients if requested
Notes

When it comes to client satisfaction, accountability and Job tracking, notes are a vital tool. LassBMS™ allows you to store detailed notes against both the Job and individual appointments under customisable types that can be set to automatically print on the invoice for client records.

Key Benefits:

  • Accountability and issue tracking
  • Saves time by setting the notes to be automatically printed on the invoice
  • Transparency to the Client
Invoicing

Does your business struggle with producing invoices quickly? Is it a complex and time consuming task? Is you invoicing weeks or even months behind?

If you answered yes to any of these questions then your cash flow is under pressure and you may be closer than you realise to closing your doors forever!

From Job creation to completion and all the appointments, notes and charges generated throughout the execution of the Job, LassoBMS™ has all the relevant information it needs to generate the invoice with a click of a button.

Key Benefits:

  • Generate and print/email Invoices quickly
  • Invoice management and payment
  • Quickly identify overdue/unpaid accounts
  • Preserve Cash Flow and ensure the money is coming in

Screenshots