Business Growth and Software Develoment

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.

Whilst utilising your own templates, Mortgage Administrator offers you the ability to create whatever documents you need, all at the click of a button. They’ll be automatically populated with the appropriate information and stored ready for editing, printing, or even click again to convert it to a PDF then email it directly to your client, with a record of the email also being stored in the software for future reference.

You have the ability to personalise your templates and easily programme them to include all the relevant information which is then automatically populated from your client record every time the document is utilised. You have complete control over the design and layout of your documents and always retain access to be able to edit and amend them as and when required.

To learn more about this feature and how Mortgage Administrator can save you time in your business please call on 01255 830113. We’ll happily help guide you through the process and suggest further ways that our software could help.