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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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