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Receive and return jobs
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§ Receive jobs, either wirelessly or by cradling the PDA when in the office.
§ Accept job, or decline or reassign to another employee.
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Job history
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§ View a list of jobs that have been returned (history period specified by the user).
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Log jobs
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§ Create a new job in the field (charge-up, quote or estimate)
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Costing
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§ Create quotes and estimates quickly while on site.
§ Select items from MyData (buy prices can be hidden) or enter custom items
§ Print to a portable printer.
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Job sheet
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§ Record actual materials while on site, not when back in the office.
§ Select items from MyData (buy prices can be hidden) or enter custom items.
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Ordering
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§ Create purchase orders direct from the job sheet. Print or email, or return to the office.
§ Allocate order numbers
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Invoicing
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§ Create invoices direct from the job sheet. Print or email, or return to the office.
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Scheduler
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§ Receive appointments from SmartTrade Office and display in Outlook on the PDA.
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Timesheets
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§ Enter time as you do the job.
§ Enter time for other employees.
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Synchronise jobs and timesheets
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§ Update the view only copy of the job held on SmartTrade Office.
§ After completing a job, return it electronically to the office.
§ Send timesheet data back to SmartTrade Office.
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Signature capture
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§ Have the client sign on the screen of the PDA to accept a quote, estimate, invoice or job sheet.
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Data network
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§ Choose your data network provider, either GPRS or CDMA.
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