Dashboards deliver a visual and immediate way to understand your shop’s overall performance in real time, so you can spot issues like late shipments or past-due jobs and take action before they cost you money. And don’t worry about security: you can grant access by role or by widget to stay in control of who sees what. The Dashboards come standard with JobBOSS 2018.
As you go, unit price, total price, total cost and total hours are all automatically calculated. Not only that, but JobBOSS remembers the parts you quote so next time around you just need to copy them in. To make your life even easier, material calculators display the number of parts produced per unit of material, as well as the real-time cost of materials and sub-contract purchases.
Stay on track
Access to the latest figures doesn't depend on finding that note you scribbled on last week, or relying on a colleague’s memory (which isn't what it once was). So profitability is no longer a matter of crossing your fingers and hoping for the best. You know your submitted bids are competitive, while providing the margin to keep your business in the black.
Flexibility on the fly
With JobBOSS you can also create a quote based on an existing open or closed job. Make modifications to an existing quote. Heck, even import a bill of material from a CAD design. Need to add a prospect on the fly? No problem. Because you don't have to go through the hassle of creating an item master first.
Easy from start to finish
OK, so once you're done you can then use the ‘What-If’ option to compare the quote against your current job schedule. All set? Simply fax or email it directly from your computer to your customer. But that's not the end, because JobBOSS lets you track the status of each quote. It even reminds you when it's time to follow up. After all, you've got enough on your plate right?
And there you have it. Quoting made fast, accurate and easy with JobBOSS. Yes, your customers know what they're going to pay. But more than that, you have an accurate forecast of the profit you're on track to make. Suddenly, the road to profit doesn't seem quite as long and winding as it used to.
Check out this short video about effective job shop quoting.