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JobBOSS² Reviews
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# JobBOSS² Features

##### 
## Front-Office (4)

Contacts

Provide customer contact management features or integration with CRM.

Sales

Helps salespeople create and manage quotes and sales orders.

Service

Includes service management features or integration with field service management.

CRM

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

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##### 
## Manufacturing (8)

Work orders

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

Scheduling

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

WIP

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

Work Orders

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

MRP

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

BOM

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

MPS

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

Shop Floor

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

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##### 
## Back-Office (3)

Accounting

Provide basic features for finance or integration with accounting software.

Inventory

Manage inventory or components, finished goods, and equipment.

Purchasing

Include functionality to create and manage purchase orders.

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##### 
## Accounting (27)

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 Management

Track and manage inventory levels to maintain proper supply

Change Order Management

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

Task Management

Create, manage and track all task activities and progression

Budget Management

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

Project Planning/Scheduling

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

Resource Scheduling

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

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##### 
## Inventory & Warehouse (5)

Inventory Tracking

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

Inventory Costing

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

Product Master

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

Inventory Forecasting

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.

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##### 
## Purchasing (4)

Demand

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

Purchase Orders

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

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

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##### 
## Quality Management (4)

Inspections

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.

Waste

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.

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##### 
## Distribution (3)

Picking & Packing

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

Shipping

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

Tracking

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

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##### 
## Sales & Marketing (11)

Customer Master

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

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

Returns

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

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

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##### 
## 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.

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##### 
## Project Management (4)

Workflow

Automate task approvals processes and handoffs at project milestones.

Time & Expense Tracking

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

Multiple Projects

Ability to handle several projects simultaneously

Approval Workflow

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

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##### 
## Procurement (7)

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

Purchase Order Management

Create, send, and track purchase orders and their statuses

Bid Management

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

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##### 
## Content Management (7)

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

Procurement Management

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

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##### 
## 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.

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##### 
## Generative AI (1)

Generative AI

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

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##### 
## Agentic AI - Job Shop Management (3)

Multi-step Planning

Ability to break down and plan multi-step processes

Decision Making

Makes informed choices based on available data and objectives

Material Requirements Planning

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

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##### 
## 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

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##### 
## 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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##### 
## Additional Functionality (68)

Gantt/Timeline View

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

AI Copilot

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

Collaboration Tools

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

Revenue Recognition

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

File Sharing

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

Data Import/Export

Import and export data to and from software applications

Mobile Access

Access software remotely via mobile devices

Project Costing

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

Multi-Currency

Manage and handle various international currencies

Reporting/Analytics

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

Activity Dashboard

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

Quotes/Estimates

Generate quotes or estimates for customers

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Bill of Materials

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

Purchasing & Receiving

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

Change Management

Track and monitor efficient handling of all changes/transitions

Inventory Tracking

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

Cost Tracking

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

Quality Control

Ensure that quality requirements and standards are met across production processes

AI Copilot

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

Supply Chain Management

Manage the planning and execution of supply chain activities

Resource Management

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

Quotes/Estimates

Generate quotes or estimates for customers

Multi-Currency

Manage and handle various international currencies

Production Tracking

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

Production Management

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

Status Tracking

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

API

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

Generative AI

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

Job Tracking

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

Data Import/Export

Import and export data to and from software applications

Sales Order Management

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

Traceability

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

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Capacity Management

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

Real-Time Data

Receive data and information in real time

Workflow Management

Create, design and manage workflows for repetitive tasks

Projections

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

Cost Analysis

Analyze and calculate business costs

Contact Management

Manage, organize, and store contact information

Shipping Management

Manage and track orders being shipped to customers

Accounting Integration

Integrate with a third-party accounting system

Job Costing

Calculate total itemized costs, including initial costs and any changes

Activity Dashboard

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

Customer Database

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

Demand Forecasting

Forecast customer demand using historical insights and simulations

Bills of Material

Material list of manufacturing parts and associated costs

Order Management

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

Vendor Management

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

Supplier Management

Manage all supplier data and operations

Estimating

Estimate expected cost based on various factors before a project begins

Inventory Management

Track and manage inventory levels to maintain proper supply

Cost Estimating

Forecast the cost and resources required to complete a project

Serial Number Tracking

Track and assign specific serial numbers to products

Forecasting

Form predictions based on past and present data/trends

Warehouse Management

Manage and track operations and inventory within warehouses

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Shop Floor Management

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

Quality Management

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

Reporting/Analytics

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

Task Management

Create, manage and track all task activities and progression

Document Management

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

For Small Businesses

Designed for small businesses

Project Management

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

MES

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

Asset Tracking

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

Safety Management

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

ERP integration

Integrate with existing ERP systems

Show More

## Top-Rated Alternatives

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Supplier Management](/glossary/supplier-management-definition)

Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.

[Purchase Order](/glossary/purchase-orders)

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.

JobBOSS² Comparisons

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##### Categories on G2

[
Project-Based ERP
](https://www.g2.com/categories/project-based-erp)[
Discrete ERP
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Job Shop Management
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