JobBOSS² Features

Provide customer contact management features or integration with CRM.

Helps salespeople create and manage quotes and sales orders.

Includes service management features or integration with field service management.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Generate work orders based on demand and assign them to employees.

Plan manufacturing activities based on product type, and employee or equipment availability.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Provide basic features for finance or integration with accounting software.

Manage inventory or components, finished goods, and equipment.

Include functionality to create and manage purchase orders.

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Track accounting transactions, costs, and expenses by project or portofio of projects

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Track and manage inventory levels to maintain proper supply

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Create, manage and track all task activities and progression

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Manages customer information including multiple ship-to and bill-to locations.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with products, services, and customer types.

Generate and manage proposals for project or portfolios of projects

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Track the time spent by employees performing various tasks related to production or inventory management.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Automate task approvals processes and handoffs at project milestones.

Log and record hours worked and costs spent to assist in billing and invoicing

Ability to handle several projects simultaneously

Route documents and other data through one or more stakeholders for review and approval

Create and manage requisitions by project, portfolio, or business entity

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Provides features to manage subcontractors for various types of tasks and projects

Calculate procurement costs by project, portfolio, or type of projects

Manage relationships with suppliers and track their performance

Create, send, and track purchase orders and their statuses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Provides a single repository for all documents and options to create and manage files

Allows users to colalborate on documents and keep an audit trail of the changes

Categorize content based on its purpose and define relationships with projects

Deliver templates for multiple types of contracts, that can be used to generate new contracts

Manage subcontracts and thei dependencies on projects and contracts

Identify and track costs and expenses by contract or by type of contract

Organize and manage all processes/procedures involved in purchasing goods and/or services

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

Measure return on investment and leverage data to predict profitability of future projects.

Use AI to generate content in the form of text, images, videos, etc.

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives

Material requirements planning software manages the scheduling and inventory control for manufacturers.

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Provides a channel for team members to share media files, communicate, and work together

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Public or private sharing of digital files such as documents, audio/video, images, and more

Import and export data to and from software applications

Access software remotely via mobile devices

The process of estimating and tracking the expenses incurred for a specific project

Manage and handle various international currencies

View and track pertinent metrics to find patterns and gain insights from data

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Access to a library of manufacturing parts, models, and specs

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Track and monitor efficient handling of all changes/transitions

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Ensure that quality requirements and standards are met across production processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the planning and execution of supply chain activities

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Generate quotes or estimates for customers

Manage and handle various international currencies

Track the production of materials and items over certain periods or seasons

Manage the end-to-end production process for manufacturing operations

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Import and export data to and from software applications

An order generated by a seller to a customer, containing details about products or services

Track and document the history, application, or location of an item or activity

Create, manage, and send invoices or bills to customers

Monitor service demand and performance to plan for adequate resources that meet business needs

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

Estimate or forecast of a future scenario based on the study of present trends

Analyze and calculate business costs

Manage, organize, and store contact information

Manage and track orders being shipped to customers

Integrate with a third-party accounting system

Calculate total itemized costs, including initial costs and any changes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A collection of customer information such as contact details, demographics, previous interactions, etc.

Forecast customer demand using historical insights and simulations

Material list of manufacturing parts and associated costs

Manage and track customer orders for goods, investments, or any other purchases

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage all supplier data and operations

Estimate expected cost based on various factors before a project begins

Track and manage inventory levels to maintain proper supply

Forecast the cost and resources required to complete a project

Track and assign specific serial numbers to products

Form predictions based on past and present data/trends

Manage and track operations and inventory within warehouses

Manage, maintain and track the performance of assets and equipment

Manage and control operations that take place on the shop floor or factory floor

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Store, manage, and track all electronic documents in a centralized location

Designed for small businesses

Plan and coordinate all the resources, costs and time needed to execute assignments

Manufacturing execution systems focus on quality control in the production process.

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Integrate with existing ERP systems