Track Job Health with Insyte
Take the uncertainty out of not knowing what the real status of a Job is in your company. Try Insyte today for free and see how else Insyte can benefit your business.
Insyte’s cloud architecture means that sales people have access anywhere at anytime on any device for up to date product and pricing to quote accurately.
Flexibility in your system to update pricing, discounts and deposits allows your business to be agile and responsive to changing markets and stay ahead of the game.
Transcript
- In “Tracking” view,
- Click the Health icon on the Job,
- The health check provides a summary of the requirements that need to be fulfilled such as payments, job lines and appointments. These are colour coded according to importance with:
- Green meaning Completed,
- Orange meaning partially completed,
- Red meaning not completed
- The Health Check can also be viewed for the Job in “Quote” or “Order stage”, and on the Appointment in the Calendar.
Take the uncertainty out of not knowing what the real status of a Job is in your company. Try Insyte today for free and see how else Insyte can benefit your business.
