av Steve Terry för 16 årar sedan
216
Mer av detta
Hot Topics (Management Level)
Displays overbudget jobs / categories
Displays lowest perfoming Sales team member
Displays
EJB at a glance
Displays quick view of oldest open jobs, oldest job idle time, open punchlists, other vital notes
Auto generated report of top 10 Open Jobs
Sorted by soonest T-closing date
Displays T-Contract $
Displays T-Contract Date
Displays T-Profit $
Displays Name and region
Displays Salesman
Auto generated report of top 10 leads
Sorted by soonest T-contract date
Displays T-Contract $
Displays T-Contract Date
Displays T-Profit $
Displays Name and region
Displays Salesman
Displays ALL active leads
Ability to sort by various fields (Salesman, Aging, Profitabilty, Contract $, Referral Source, etc..)
Sales team have access directly by their own page
Hot Leads
Catagorized by "lead status" field from all active leads (Controled by salesmen)
New Lead form Template
Assignable by salesman (by manager?)
Links directly into active leads
Form can be autofilled from web inquiry
Form can be manually filled by anyone?
Direct hotlink from Main Dashboard
Electronic Job Board
Overall Chart View
Gantt Chart View
Sorted by Project Manager
Entry fields for each task, vendor, start date, finish date.
Links to order forms
Links to vendor info
Links to email
Job Cost Tracker
Permissions
New Job form Template
Assignable by Project Manager (by manager?)
Links directly into active leads
Autofill form from New Lead by checkbox "sold" with sold date entry
Form can be manually filled by manager?
