One of the reasons TimeLinx users enjoy the system is the job template feature. This feature gives businesses the ability to create customized job templates, work orders and projects plans specific to the company’s procedures and the tasks associated with the type of work to be performed. A scheduler, a dispatcher or project manager selects the template that most closely aligns with the work a client has requested and then assigns that job, including all of the details, to the appropriate resource in a matter of seconds. This process is quick, easy, reduces the opportunity for mistakes, improves efficiencies and requires little to no additional data entry. Click the link to Watch this 5-minute video and learn more about the timesavers that TimeLinx provides by using Project (Job) Templates so that you don’t have to re-create projects from scratch every time additional work comes in. The video covers creating new templates, using them, adding multiple tasks to existing jobs or existing Templates, optionally including Milestones and Resources, and copying both Templates and Projects to new jobs and new Templates. Applies to TimeLinx for both Sage CRM and Infor CRM…
# # #
TimeLinx delivers innovative project & service management software as a complete solution that perfects the sell-track-manage-support-bill cycle that services organizations must have to delight their customers; TimeLinx brings the cycle together in a single application that offers less frustration, better project management, complete reporting, and improved profitability – all specially designed for Infor and Sage.