The depth and breadth of JOBZ! is exceptional due to its longevity (from the early 90’s) and our policy of incorporating features suggested by our users. In this sense JOBZ! is a compilation of Best Practices from some of the leading companies in the industry. These PDF Feature Briefs discuss topics and techniques that can be addressed with JOBZ!, and are suggested reading for current JOBZ! users, especially those with Management access:
- Implementing JOBZ! at Your Company (What We Do to Get You Going)
- Access Levels in JOBZ! (Roles, Collaboration and Security; See also Team Selling below)
- Account Management and Challenge (Who Calls on Whom; Account Challenges and the “Shark List”)
- Account Reassignment (Changing the Assigned Sales Rep on Contacts)
- Account Reassignment (Transferring the Job History to a New Rep)
- Billing with JOBZ! (Reduce Billing Time to Zero Days)
- Breakout Pricing (Showing What the Prep, Paper, Finishing etc. Cost)
- Brokering with JOBZ!
- Budgeting Sales (Annual Sales Targets Rolled Up, Tracking Actual Sales v. Budget)
- CPSIA (Consumer Product Safety Improvement Act) Compliance
- Dummies & Confirmations (Secret Weapons for Differentiating Yourself from the Competition)
- Greeting Card Mailing List
- JOBZ! Ticket (Fastest Way to Handle Small, Fast Jobs)
- Integrating JOBZ! with Your Existing Systems
- Lost Jobs- Competition Analysis
- Mailing Workflow in JOBZ!
- Marketing with JOBZ! (Target Certain People Based on Categories)
- MEMOS Database (A Complete Correspondence Module, Linked to Contacts and Jobs)
- MEMOS – Storing Files (Storing Files Relating to a Person)
- Monster Jobs (Communicating a Huge Amount of Special Instructions)
- Multi-Component Jobs
- A Project (Multiple Jobs, Linked Together)
- A Campaign (A Single Job with Up to 50 Line Items)
- Pipeline (Stay on Top of Your Game)
- Pricing Strategy and Sales Commissions (Align the Incentives)
- Replace Field Contents (Changing a Bunch of Records at Once)
- Sales Management- Point of View (Be a Better Sales Manager with JOBZ!)
- Sales Management, Part 1- Manage to the Pipeline
- Sales Management, Part 2- Manage the People
- Save Folder (How to Specify Where to Save Automatically Created PDF’s)
- Shipping (Carton Labels, Packing Lists, Shipping Summaries)
- Team Selling (Two sales reps sharing an account))
- Who’s Next? (Prospecting and Contact Tracking)
- Workflow Document Examples
- Working from Home (Remote Access to JOBZ!)
Workflow: Integrating JOBZ! with Existing Systems
This flow chart illustrates using JOBZ! as the sales process tool, and how it interacts easily with any shop system.
Everybody is on the same page: sales, customer and production. “Everything in writing, without the paperwork.”
Because JOBZ! uses email to communicate specifications to Estimating, the sales rep’s data can be copied and pasted right into the estimating software screen. These specifications are then a part of the job ticket when it becomes an order. Or, use the JOBZ! Ticket as your manufacturing docket. (See “Topics” Tab for a description.)
