Customer-linked jobs
Keep each job connected to the customer and business relationship behind it.
Epicore job workflows are designed for businesses that need to move work from customer request or quotation into an operational process. Jobs can retain customer context, supporting files, status information and related business records as the work progresses.
Keep each job connected to the customer and business relationship behind it.
Use structured statuses to show where work is in the operational process.
Attach supporting files and references required to perform or document the work.
Reduce repeated capture where accepted commercial work needs to become an operational job.
Support planning and appointment workflows for jobs that must be performed at a particular time.
Extend relevant work information to technicians or field users where required.
When work moves from sales to operations, important information is often lost between teams. Epicore is designed to keep the job connected to customer, quotation, scheduling and document context so operational staff do not have to reconstruct the request from emails or messages.
Businesses that perform work for customers need a reliable way to see what was requested, who owns the task, what documents apply and what stage the job has reached. A connected job record helps teams coordinate that information.
Epicore job workflows include file and link handling so relevant information can stay with the job.
Epicore is designed to support continuity between commercial and operational records.
Field and mobile capabilities are intended to expose relevant work information to authorised field users.
Explore this related Epicore solution.
Explore this related Epicore solution.
Explore this related Epicore solution.
Explore this related Epicore solution.