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Office Manager

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The Office Manager consolidates information needed for tasks requiring managerial attention. The purpose is keep work flowing in a timely way with an overview of real-time transactions that provides ease of supervisory approvals and actions.

The Office Manager contains multiple Tabs, some with Sub-Tabs. Note that the Employee Security Tab for Office Manager controls Access Rights down to the Tab level. You can assign different managers to appropriate tasks.

Customers Overdue Tab
Billing Manager Tab
My Tasks Tab
Open Estimates Tab
Schedule Manager Tab
Unscheduled Work Orders Sub-Tab
Uncompleted Slots Sub-Tab
Unposted Slots Sub-Tab
Agreement Schedules Sub-Tab
Invoices To-Print Tab
Work Orders In-Progress Tab
Agreements Tab
Agreements about to Expire Sub-Tab
Agreements Expired Sub-Tab
Low Inventory Tab
Parts Expected Tab
Open PO Quotes Tab
PO Requisitions Tab
My PO Requisitions Sub-Tab
Awaiting Approval Sub-Tab
Awaiting Processing Sub-Tab

 


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