JobBOSS² Software Demos
See how the best job shop management software handles every aspect of your business in one, complete package.
Make to Order Process
JobBOSS² offers a flexible make-to-order process, allowing businesses to create quotes and orders with as much or as little detail as needed. The system seamlessly transitions from quotes to orders, with the ability to add labor and material details at any stage and create purchase orders directly from the job with costs applied upon receipt of materials. The system also supports the creation of shipping documents, pack lists, and invoices, with the option for automatic billing via QuickBooks integration or manual billing within the JobBOSS² accounting system.
Dashboards
Job shop management dashboards give you valuable insight into your data at a quick glance. In the JobBOSS² system, you can design your own dashboards and make sure the information you want to see is immediately available to you when you log in.
Quoting
Quoting becomes a much more manageable task using the JobBOSS² solution. The capabilities allow you to manage your quotes from a single location, document all aspects of the quotes, and allow others to have access to the information as well.
Order Entry
See how easy it is to enter orders into the JobBOSS² solution. The system allows you to convert quotes into orders, add new orders, and modify them as needed, including adding additional items. JobBOSS² is a flexible system that accommodates various types of orders and supports multiple releases with customer-provided due dates. It enables document attachments throughout the order process and ensures orders are tracked from start to finish. Additionally, it provides reports like order backlogs and facilitates scheduling and shipping.
Order Entry in Just a Few Clicks
JobBOSS² simplifies order entry with a few clicks, accommodating previous quotes, repeat orders, and custom orders. It retrieves quoted details and repeat order information effortlessly, and allows on-the-fly creation of custom orders with flexible item, quantity, and pricing inputs.
Material and Inventory Management
This demonstration highlights the JobBOSS² system's flexibility in handling stocked and directly purchased materials, offering robust inventory capabilities, and intuitive search functions. It provides detailed inventory data, supports inventory transfers, barcode-enabled inventory, and includes a dedicated app for efficient shop floor management.
Building Dashboards and Quickview
The Quickview feature of JobBOSS² allows users to easily access and tailor information to their specific needs. You can use data from Quickview to create and customize dashboards for viewing important information such as customer details, jobs, and sales history.
Purchasing
JobBOSS² streamlines your business's purchasing process by automatically identifying job requirements and items below reorder points, aiding in purchase order creation. It consolidates orders for improved vendor buying power and allows one-click purchase selection, with an auto purchasing feature for generating multiple orders based on set reorder levels.
Shop Floor Scheduling
JobBOSS² provides adaptable scheduling modules, catering to various business needs with features like a drag-and-drop interface for task prioritization and an advanced scheduling whiteboard. It considers machine capacities and deadlines, flags potential issues, and allows job prioritization based on criteria or manual adjustments. All this information is accessible to your teams on the shop floor via tablets or phones.
Non-Conformance, Corrective Actions, and Employee Training
JobBOSS² provides comprehensive quality control features, enabling non-conformance and corrective action tracking, document management, customer feedback handling, and employee training tracking. This eliminates the need for external tools, ensuring all quality-related tasks are managed within one integrated system.
Maintenance, Document Control, and Routings
JobBOSS²'s quality features enable maintenance tracking, ticket creation, and analysis for informed equipment replacement. It automates maintenance schedules, facilitates rapid creation or tracking of documents, and integrates quality processes into routing steps, including inspection steps and job documentation.
Reporting
Reporting capabilities within JobBOSS² give your business the ability to see data when you need it, where you need it. Each module within JobBOSS² has its own respective report, which can be customized and filtered to include or exclude specific information, ensuring relevant data is presented. Reports can be printed, exported, or emailed directly from the system, and users can drill down into report details for further investigation, ensuring all necessary business data is readily accessible.
Accounting
JobBOSS² features a comprehensive accounting suite, encompassing accounts receivable, accounts payable, and general ledger capabilities. The system streamlines the invoicing process, with options for automatic or individual invoicing, and allows for additional charge lines and shipping charges. The software also supports check writing, journal entries, and a variety of accounting reports, including balance sheets and income statements.
Shipping
With a single click, JobBOSS² simplifies the shipping process by generating all necessary documentation, such as pack lists, shipping labels, and freight carrier documents. The system allows for seamless order information integration and customization of shipping details, including the addition of shipping charges. It also supports the creation of comprehensive customer packets, including certificates, prints, and other job-related documents.
CRM
For those of you who run your own job and machine shops, effective customer relationship management (CRM) is crucial for ensuring excellent customer service. JobBOSS² offers a streamlined solution for tracking and following up on communication with clients, vendors, and internal contacts. With features like quote follow-ups and contact calendars, users can efficiently manage interactions, leading to enhanced customer satisfaction and streamlined operations.