Simple Jobs: The creation, management and tracking of simple, one-off jobs that would normally involve only one invoice and may (or may not) need a quotation.
Project Jobs: The creation, management and tracking of larger jobs that may last for days, weeks, or months and usually require an initial quotation with multiple progress-payment invoices.
The “Docket System”: Where needed you can record and present a list of the work done, plus materials used and labour hours taken. You can also use this to calculate the cost of each part of the job, maintaining your profit on the larger jobs.
Easy Search: Find any job, any customer, any contact person, by name, address, phone number, email. Find any invoice by number, date issued, or date paid, as well as filtering by paid status (like; “Who hasn’t paid me yet?”).
Fast Quote/Invoice Generation: Quickly compile the details of work done, either from standard drop-down selections, or by adding unique items. Manage pricing from default amounts (editable), automatically applying a discount plan where applicable. Directly view, print, or email the invoice/quote at the click of a button, automatically attaching details of work done, materials used and labour hours, if applicable. (Note emailing directly from 1-2-3 Admin requires that you are using Microsoft Outlook as your email client.)
Invoice Payments: Enter and track all the invoice payments that your customers make, so you will know exactly where each customer stands on their invoices.
Bookings and Scheduling: Book times for each job and keep track of who is doing what; showing when, and where; both in a list and a visual display format; with printed reports for individual technicians.
Follow-Ups and Reminders: Set follow-up actions and reminders for things that need to be done in the future. Reminders will automatically show up when they become due, so you will never miss an opportunity, or fail to get things done on time.
Wages: Generate wages for your staff with automatic calculation of Super and Tax, plus the printing of Payslips and the tracking of Super and PAYG.
Bills and Expenses: Enter and track all bills and bill payments so you will know exactly where your money is going – categorised for easy analysis (fuel, materials, rent, etc.)
Reports: Generate reports of invoices and bill payments made by date, type, etc., showing GST components for accounting and tax purposes.