JOBS

Run jobs your way - structured, flexible, and fully traceable

Jobs in SME Tech are more than tasks. They're fully costed, prioritised, and connected to people, stock, and outcomes
- whether you're running a small team or multiple divisions.

The Problem

Sales don't fail on paper - the fail in execution

Jobs often live across spreadsheets, WhatsApps, notebooks, and someone's memory.
Costs get missed, priorities clash, and invoicing becomes a headache.

Solution

Sales Orders that turn commitment into momentum

Our Jobs module gives you complete control; from how jobs are structured, to how they're costed, documented, and billed - without forcing you into a one-size-fits-all process.

No scrambling. No confusion. Just flow.

STRUCTURE & CONTROL

- Split jobs by division and department

- Custom job forms by divisons

- Link jobs to larger projets

- Priority levels for workload management

SMART COSTING

- Cost jobs from:
Inventory items, Labour, Non-stock items, Custom costing-templates

- Automatic customer discounts and markups

- Automatic stock pricing rules applied

DOCUMENTS & COMPLIANCE

- Attach job images

- Link inspection certificates

- Store all job-related documents in one place

FLEXIBLE INVOICING

- Convert jobs to invoices

- Create multiple invoices per job (company setting)

- Maintain full cost and pricing tracebility

HOW IT WORK'S

Every Sale Tells a Financial Story

01

Create the Job

Create a job directly or convert from a quote. Jobs can also exist indepndently.

02

Organise your operation

Assign jobs to divisions and departments, with custom forms per division.

03

Set Priority & Scope

Apply priority levels, link jobs to projects, tasks, and define exactly what needs to be done.

04

Track Costs & Resources

Add stock, labour, non-stock items, or apply custom costing-templates.

05

Invoice with Confidence

Generate one or multiple invoices - based on your company setup.

Customer & Inventory Integration

Quotes link directly to customers, ensuring the correct markups and discounts are applied.

Stock integrated: Pricing stays consistent by pulling directly from your stock and services; slast minute changes - no problem, you override prices within your set margin.

Conversion to Jobs & Sale-orders

Approved quotes convert instantly, without re-capturing data.

WHY IT MATTER'S

Clarity - Know exactly what each job costs and earns

Consistency - Jobs are executed the same way, everytime

Scalability - Supports growth across teams, divisions, and projects.

Professionalism - Better records, better compliance, better trust

No more "Let me check the workshop" answers

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