Product Features - SamePage

Calendar	50/200/500/1000 jobs for each billing period in small/medium/large/extra large respectively. The Calendar is a comprehensive system that allows you to easily keep track of all your day to day tasks. The easy to use layout allows you to quickly drag-and-drop tasks to anywhere on the calendar you want. Or change the view from Week to Month at the click of a button. Allowing you to easily plan ahead. A simple and easy to use search that will display the next visit for any job. See More... Creation of a new task is as simple as double clicking in any free space within the calendar and entering at least the first 3 fields: Address, Job Type & Hours. There is an option to repeat the task if it wil occur more than once and gives a variety of different recurrence types within the menu. Through the use of colour and symbols, additional information is displayed without ever needing to open the task up. When combined with the Roster you have access to more options which allow you to assign tasks to any employee in the Roster. Dynamic design works for PCs and Tablets For a detailed explanation of all features please see: Calendar Support or for a free interactive demo check out our Workflow Management Demo
Contacts	Keep all your contacts in one place. Dynamically updated by the contact if your contact is a user of SamePage. Useful for emailing out quotes or getting an email address/phone number to contact a client. For a detailed explanation of all features please see: Contacts Support
Job App	The Job App allows you to enter task details such as field notes, items used or start & finish times, through a Mobile/Tablet web browser. Easy to use, near seamless navigation. Ever wondered if there was an easier way to do invoicing? If yes then here it is, the date saved from the Job App can be invoiced via one of the linked online accounting packages or generated as an XML document that can be used in any spreadsheet program. See More... Upload photos to keep records of before and after shots Saved data can be easily viewed/edited from a PC or Tablet For a detailed explanation of all features please see: Job App Support or for a free demo check out our Workflow Management Demo
Roster	10/25/50 employees per billing cycle in medium/large/extra large respectively. The Roster allows you to manage and keep track of your employees. Ability to set whether an employee is confirmed, tentative, on holiday leave or off sick for each day, sets different colours for a quick reference. Dynamic design works for PCs and Tablets. See More... Creation of a new employee is as simple as double clicking in any free space within the roster and entering at least the first 2 fields: Name & Email. Most employees will require the reccurrence option ti be 'Enabled' which allows for a variety of different options that will accomodate a majority of staffing situations. When combined with the Calendar you can allocate employees into teams and giving them specific roles for each days tasks For a detailed explanation of all features please see: Roster Support
Quoting	Avaliable in the medium, large and extra large packages. With this Tool you have access to a calendar to save & organise upcoming quotes for better time management. The Quoting Knowledge Bank is where you can add/edit pre-built solutions that will allow for a faster quoting process if you're constantly quoting for the generally same thing Quoting Templates allows for extensive customisation of how the pdf should be formatted through the use of HTML, CSS and a range of potential varibles that can be used in each section. You can generate a test PDF with the click of a button to see how the PDF will look. See More... The Quoting calendar comes packed with the same easy to use features as the Calendar and Roster, requiring at least 2 fields be entered: Address & Job Type.* The Quoting App allows easy data entry from a Mobile/Tablet while out at the property, you can use photos and text to describe a problem, then enter a number of different solutions to present to your client, the solutions can be chosen from any pre-built solutions previously made or a brand new solution where you can use text and a photo to show off a potential look for the finished product, not to mention quickly picking the items needed for the quote to generate a materials list later. The Quoting Data table lets you keep on top of your quotes, here you can edit the quote, view all the details for a quote broken down into each problem, solution and items required, or you can generate a PDF using the specified template Quoting Statistics lets you see your quote acceptance rate, which services you're most asked to quote for, which months are busiest for quoting, which employees are having more quotes accepted and an estimate vs actual for comparing the estimated cost and hours with the actual cost and hours documented through the Job App. For a detailed explanation of all features please see: Quoting Support * It is recommended that you assign the quote to an employee so the quote can be undertaken and specify a PDF Template as this will then be the default template residents using SamePage will view.