JobBOSS² Features
Front-Office (3)
Contacts
Based on 16 JobBOSS² reviews. Provide customer contact management features or integration with CRM.
Sales
Based on 20 JobBOSS² reviews. Helps salespeople create and manage quotes and sales orders.
Service
Includes service management features or integration with field service management. This feature was mentioned in 15 JobBOSS² reviews.
Manufacturing (8)
Work orders
Generate work orders based on demand and assign them to employees. 24 reviewers of JobBOSS² have provided feedback on this feature.
Scheduling
Based on 25 JobBOSS² reviews. Plan manufacturing activities based on product type, and employee or equipment availability.
WIP
Based on 13 JobBOSS² reviews and verified by the G2 Product R&D team. Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders
Based on 12 JobBOSS² reviews and verified by the G2 Product R&D team. Manage work orders for different types of activities such as production, rework, or maintenance.
MRP
Based on 12 JobBOSS² reviews and verified by the G2 Product R&D team. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM
Based on 11 JobBOSS² reviews and verified by the G2 Product R&D team. Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Create and implement master production plans for multiple production lines and locations.
Shop Floor
Based on 13 JobBOSS² reviews and verified by the G2 Product R&D team. Assign equipment and monitor shop floor activities during various production stages.
Back-Office (3)
Accounting
Provide basic features for finance or integration with accounting software. 19 reviewers of JobBOSS² have provided feedback on this feature.
Inventory
Manage inventory or components, finished goods, and equipment. 27 reviewers of JobBOSS² have provided feedback on this feature.
Purchasing
Include functionality to create and manage purchase orders. 25 reviewers of JobBOSS² have provided feedback on this feature.
Accounting (21)
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Project Accounting
Track accounting transactions, costs, and expenses by project or portofio of projects
Fixed Assets
Manage information on fixed assets such as asset value and depreciation
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Inventory & Warehouse (5)
Inventory Tracking
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Based on 12 JobBOSS² reviews and verified by the G2 Product R&D team. Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Based on 11 JobBOSS² reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Based on 13 JobBOSS² reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Purchasing (4)
Demand
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Based on 12 JobBOSS² reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Receiving
Based on 12 JobBOSS² reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Quality Management (4)
Inspections
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Define and implement workflows for inspections, including rules for escalations and notifications.
Rework
Identify rejected products and decide either they can be repaired or discarded. This feature was mentioned in 11 JobBOSS² reviews.
Waste
Based on 10 JobBOSS² reviews. Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality. 10 reviewers of JobBOSS² have provided feedback on this feature.
Distribution (3)
Picking & Packing
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Define and implement optimal procedures to pick and pack product for shipping.
Shipping
Based on 12 JobBOSS² reviews and verified by the G2 Product R&D team. Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Sales & Marketing (11)
Customer Master
Based on 11 JobBOSS² reviews and verified by the G2 Product R&D team. Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Order History
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Based on 10 JobBOSS² reviews and verified by the G2 Product R&D team. Manage various types of pricing and discounts associated with product categories and customer types.
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with products, services, and customer types.
Proposals
Generate and manage proposals for project or portfolios of projects
HR (5)
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Project Management (1)
Workflow
Automate task approvals processes and handoffs at project milestones.
Procurement (5)
Requisitions
Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Subcontractor Management
Provides features to manage subcontractors for various types of tasks and projects
Project Procurement
Calculate procurement costs by project, portfolio, or type of projects
Supplier Management
Manage relationships with suppliers and track their performance
Content Management (6)
Document Management
Provides a single repository for all documents and options to create and manage files
Collaboration
Allows users to colalborate on documents and keep an audit trail of the changes
Taxonomy
Categorize content based on its purpose and define relationships with projects
Contract Creation
Deliver templates for multiple types of contracts, that can be used to generate new contracts
Subcontracts
Manage subcontracts and thei dependencies on projects and contracts
Costs
Identify and track costs and expenses by contract or by type of contract
Analytics (3)
Earned Value
Track the earned value of projects to monitor performance and progress
Project Optimization
Identify project issues and provide corrective actions to improve performance
ROI and Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Agentic AI - Job Shop Management (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project-Based ERP (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Discrete ERP (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.




