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Link It Software Corporation
23542 Lyons Ave., Ste. 200B, Santa Clarita, CA USA 91321
107 Flynn Drive, 6th Floor, Milbank, SD USA 57252
Phone: (818) 306-3867 Fax: (605) 432-5753
 
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Questions
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Tour Jobmaster
Job Master
Setting Up Job Master
Customers
Quotes
Sales Order
Internal Orders
Vendor
Request for Bid
Purchase Order
Receiving
Shop Traveler/Router
Shipping and Invoicing
Password Control
Reports and Printouts
Job Master™
Partial Client List
 
Features
  • Bid/Sales Order Modules
  • Production Control
  • Inventory Control
  • POs, RFBs, Invoices
  • Shop Travelers
  • Commission tracking
  • Production status
  • Shipping Module
  • Customer/Vendor tracking
  • And Much More!
Call Center
Contact Information
Link It Software Corporation
Executive Headquarters:
23542 Lyons Ave., Ste. 200B,
Santa Clarita, CA USA 91321

Sales, Customer Service
& Support:
107 Flynn Drive, 6th Floor
Milbank, SD USA 57252

Phone: (818) 306-3867
Sales Support: ext. 4
Tech Support: ext. 5
Fax: (605) 432-5753
info@linkitsoftware.com
 
EZ Maintenance™ for Windows
EZ Maintenance™ WEB
 
Schedule, Track and Control
Maintenance for any kind of
Equipment and any type of
Vehicle plus Inventory Control!

Two Versions Available!
Network Ready/Multi User Enabled EZ Maintenance for Windows and EZM Web, usable from anywhere in the world there is an Internet Connection!
Tour Job Master Software
Previous Section:
Setting Up Job Master		 Next Section:
Quotes
Click Here to watch a video on using the Customer Directory in Job Master

Customers



In the customers area operators can locate all customers, including those who are in the quotation process and those with whom sales orders have actually been finalized. In the upper right hand corner of the Customer List screen, customers can be located by customer ID, the customer's name, or the customer's phone number by simply indicating which method the operator wishes to utilize. To make sorting easier, by clicking on any column heading, such as "Customer ID" or "Business Name," Job Master manufacturing inventory software will either alphabetize that column or sequence the numbers from lowest to highest.



In the Edit section of the Customer area, there are four different tabs at the top of the screen. "Main," which is the first screen that will open, "Billing and Financial," "Other Contacts," and "Shipping Locations." When clicked on, each of these tabs takes the operator to another screen where additional customer information can be entered.

There are buttons for quote history, order history, printing of the customer record, printing of mailing labels which remain visible. In the main screen there are multiple data entry areas. There are specialized notes for customers can be entered here under main notes, or technical notes, which will appear on the work order or shop traveler. Job Master manufacturing inventory software also offers the opportunity for an operator to enter specialized information into custom data fields in case there is a need for more specific and unique notes for an individual customer.

The "Quote History" and "Order History" buttons will respectively print out a complete history of all individual quotes made to a specific customer, or a complete history of all actual sales orders for that customer. This tool is useful because it allows an operator to evaluate how valuable customers are, how often quotes are turned into actual orders.

Previous Section:
Setting Up Job Master		 Next Section:
Quotes
1. When entering customer data in Job Master, can data fields be modified or created?
  Yes, Job Master manufacturing inventory software does offer operators the opportunity when entering customers into their data base to enter extra informational notes that vital to servicing that customer.
2. Can a customer be marked as to whether or not they are on a COD or on hold basis?
  Yes, customers can be designated COD or on hold or any one of the terms that were entered in the TERMS area. Customer payment methods can be selected by going into the CUSTOMER area, selecting the EDIT button, and clicking on the BILLING & FINANCIAL tab.
3. Can a credit limit be set for individual customers?
  Yes, an operator can set a credit limit for customers, ensuring that sales orders aren't approved if the cost exceeds the approved credit for a customer. The credit limit can be set by going into the CUSTOMER area, selecting the EDIT button, and clicking on the BILLING & FINANCIAL tab, and there is a field titled CREDIT.
4. Does Job Master allow for multiple contacts from one company to be entered?
  By going to the CUSTOMER area, selecting the EDIT button, and clicking on the OTHER CONTACTS tab an operator can enter in an infinite amount of contacts, their job type, position, multiple phone numbers, email, and any comments or notes about the contact.
5. How many shipping addresses can I enter for a customer?
  Job Master manufacturing inventory software allows for an infinite amount of shipping addresses to be entered in for a specific customer. Adding shipping addresses is as easy as going to the CUSTOMER area, selecting the EDIT button, and clicking on the SHIPPING LOCATIONS tab. Each new shipping location can be labeled for identification purposes, i.e. Main Office, or Machine Shop.
6. Do I have to reenter customer information I've already entered?
  No, once an operator has entered in a customer's information it will never have to be reentered again. Shipping, billing, and contact information for a customer will be accessible to operators at a click of the mouse for creating Sales Orders, Sales Quotes, and printing reports.