JobWatch

Invoicing and Finance

All the way from quote to invoice

 

JobWatch’s finance module optimises everything from quotation and customer authorisation all the way through to invoicing and payment. Quotes can be created and distributed quickly based on customer specific pricing and rates. On completion of work, proof-of-service including photos and signature capture enable invoices (customised with your branding) to be emailed instantly. Plus there’s full connectivity with your existing accounting system.

Optimise your cashflow

 

JobWatch streamlines your invoicing process and eradicates duplication of effort. Invoices are populated quickly based on job-type and pre-defined rate rules and linked to customer CRM data. The solution also manages and tracks payments, giving instant visibility of the financial status of each customer account. Create customer statements and instantly raise financial documents including pro-formas, delivery and credit notes.

Keep profitability in check

 

Financial reporting gives you the insight and business intelligence needed to make informed management decisions and JobWatch offers powerful inbuilt capability as standard. The most critical financial KPIs are just a few clicks away; so no time consuming report building is required. Examples of reports include job margin, revenue by customer or resource, journey costs, expenses and statements of account.