Whether you have different divisions in your business and therefore need to create different documents
based on the type of work, if you have clients that require a specific format for their documents, or you would just
like to add that personal touch and create documents more specific to your individual customers or clients, using this
Divisions feature will be the solution for you.
With the recently added Job Tracker Divisions feature this is all possible and what’s more, it’s easy to set up.
You can even continue to use your quick print buttons like ‘Create Job Sheet’ and ‘Print Quote’, or even your document shortcuts.
Let’s look closer at utilising divisions for creating job sheets specific to your client. Utilising the top pick list
in your jobs screen you can define your list for selection to determine which set of template documents to use i.e.
Client A, Client B.
Next step is to create sub folders in your templates folder that reflect the options in your
divisions pick list.
Via Windows explorer, save the various versions of your Job sheets in the sub folders, each
with the same document name i.e. Job Sheet.
Lastly you need to enable the feature via Control Panel, Program Features, Enable / Disable Features, Program Settings 4, Use Division folders.
Now, when you access the job in Job Tracker, when you click ‘Create Job Sheet’ it will utilise the template stored
within the subfolder that is named the same as the option you have selected in the divisions picklist.
Follow the same process for quotes or any other documents that you have associated to your document shortcuts and
enjoy automatically creating documents tailored specifically to the job type, client or customer.
“This inclusive feature has really made the process much easier and we immediately benefited from a substantial
time saving.” – Fantastic feedback from Martin, who recently received training on utilising this feature.
If you have a support contract in place but have not benefitted from an upgrade recently then please do not
hesitate to give us a call.
If you would like help with utilising this feature or need advice on how you could
be getting the most from your S B Systems Software, please do not hesitate to call us on 01255 830113 and we’d
be delighted to help.