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Jobs

ISQuote allows you to enter and track Jobs and Projects.  In the Job Tracking area you can do the following:

• Record information pertaining to the job such as Job Name, Owner, Plan Reference & Location
• Catagorize projects by type
• Catagorize projects by territory
• Record Estimated Value
• Record Job Contacts such as the architech, engineer and other key contacts
• Follow Job by Stage
• Record Manufactures on the job
• Record Won/Loss Status
• Record notes and reminders
• View all quotes associated with the job
• Upload and store documents assocaited with the job
• Run reports

See also