Take a peek

...Booking a job task

E-TS breaks projects into smaller Job Tasks. This allows you to schedule and organise the individual parts of a job to be worked on in parallel, out of order or across different days.

Each task can record pre-configured descriptions and notes, staff assignments, start time, duration and whether the start time is locked, or flexible. You can also record important time limitations communicated by the client, such as a latest finish time (e.g. the worksite will be inaccessible after this time).

E-TS Workstation section of main screen focused on an opened Job’s “Job Tasks” tab. Above the Job the main menu options and buttons for commonly used functions are visible. Below this are buttons for commonly used functions in relation to the Job; change the client to “Cash Tax Incl”, change the client to “Cash Tax Excl”, “Select Client”, “Copy Address from Client” (currently disabled), quick invoicing (currently disabled), saving, printing and print menu, cog menu for other functions, and a search field for “Phone Number Lookup” to find and change the client on the job. Below this is a summary bar showing the “Job” number, the assigned client’s description and client code, invoice status, assigned “Outlet”, and “Time” stamp. Below the summary bar are numerous tabs, including line “Items”, “Client info”, “Job Tasks” (currently active), “Job Address”, “Job Instructions”, “Documents”, and more. The “Job Tasks” tab first shows a section for “Job info”, which has entry fields for the “Job booked” date and time. Below this, on the left, is a list of Job Tasks created for the Job below buttons for adding a new Workshop or Van task, changing a task’s type, coping a task, and deleting a task. To the right of these buttons and list, are numerous entry fields and dropdown lists for data such as “Start” time and “Task Description”, a list of reserved users, and a list of “Times” with totals, all associated to the currently selected Job Task.

...Job time planner

The Job Time Planner give you a day by day overview of your booked Job Tasks. There are various filters to cut down on the vast information that can be shown at once, such as limiting it to see your road staff.

Tasks can be dragged and dropped between time slots and users, allowing for rapid rescheduling and dispatching of work. Labour recording can be started and paused, tasks marked as complete and invoicing started from quick shortcuts on this screen.

E-TS Workstation section of main screen focused on the opened Job Time Planner. Above the Job Time Planner, the main menu options and buttons for commonly used functions are visible. Below this are buttons and dropdown lists, for functions related to the Job Time Planner; these include, change the “View” to a weekly view for a particular user, “Hide” completed and invoiced jobs, switch the viewed date to “Today”, pick a “Date” to view, “Refresh” the view, and add a “New Absence”. Next, the day and date being viewed is displayed. Below this there are multiple columns for Job Tasks “Not Assigned” and the applicable users. Visible are several Job Tasks, with one of them having been right clicked on to display a context menu, with options to “Edit”, “Confirm Booking” (currently disabled), “Print/Email Job Info to User”, record “Work Started”, “Work Paused”, or “Job Task Complete”, and to “Make Invoice”.

...Quotes and invoices

E-TS allows you to build complex, but clear Invoices and Quotes for your clients. With advanced layout options and the ability to rapidly add items from your inventory database, building great looking documents has never been easier.

E-TS Workstation section of main screen focused on an opened Invoice’s “Items” tab. Above the Invoice the main menu options and buttons for commonly used functions are visible. Below this are buttons for commonly used functions in relation to the Invoice; change the client to “Cash Tax Incl”, change the client to “Cash Tax Excl”, “Select Client”, “Copy Address from Client” (currently disabled), saving, printing and print menu, cog menu for other functions, and a search field for “Phone Number Lookup” to find and change the client on the invoice. Below this is a summary bar showing the “Invoice” number, the assigned client’s description, and client code, assigned “Outlet”, and “Time” stamp. Below the summary bar are numerous tabs, including line “Items” (currently active), “Payments”, “Client info”, “Invoice Address”, “Job Instructions”, “Documents”, and more. The “Items” tab shows a List of items that are assigned to the Invoice. Each line displays a “Part code”, “description”, the outlet the “Stock” will be supplied from, the “Quantity” being invoiced, the “Unit incl tax” price, any discount, and the total price for the “Line inl tax”. Some items display a section heading above their “Description” and some display a section subtotal heading below it, with a sub-total price below the “Line incl tax” price. At the bottom are the overall totals for the invoice.

Load previously saved Clients, or record new Client’s information on the fly.

E-TS Workstation section of main screen focused on a new Invoice’s (for a new client) “Client Info” tab. Above the Invoice the main menu options and buttons for commonly used functions are visible. Below this are buttons for commonly used functions in relation to the Invoice; change the client to “Cash Tax Incl”, change the client to “Cash Tax Excl”, “Select Client”, “Copy Address from Client” (currently disabled), saving, printing and print menu, cog menu for other functions, and a search field for “Phone Number Lookup” to find and change the client on the invoice. Below this is a summary bar showing the “Invoice” number, the assigned client’s description, and client code, assigned “Outlet”, and “Time” stamp. Below the summary bar are numerous tabs, including line “Items”, “Payments”, “Client info” (currently active), “Invoice Address”, “Job Instructions”, “Documents”, and more. The “Client info” tab shows entry fields for recording a new client’s “Name”, a “Description”, “Job contact” details, and “Job Address” details.

Build comprehensive Quotes Notes and Invoice Notes templates to deliver consistent and complete information to your Clients. Make use of Merge Fields, which can pull information from the Quote or Invoice into your templates, and Ask Fields, which will request the user to fill in certain information.

E-TS Workstation section of main screen focused on a new Invoice’s (for a new client) “Invoice Notes” tab. Above the Invoice the main menu options and buttons for commonly used functions are visible. Below this are buttons for commonly used functions in relation to the Invoice; change the client to “Cash Tax Incl”, change the client to “Cash Tax Excl”, “Select Client”, “Copy Address from Client” (currently disabled), saving, printing and print menu, cog menu for other functions, and a search field for “Phone Number Lookup” to find and change the client on the invoice. Below this is a summary bar showing the “Invoice” number, the assigned client’s description, and client code, assigned “Outlet”, and “Time” stamp. Below the summary bar are numerous tabs, including line “Items”, “Payments”, “Client info”, “Invoice Notes” (currently active), “Invoice Address”, “Job Instructions”, “Documents”, and more. The “Invoice Notes” tab shows a rich text editor, and above are links to “Select” or “Clear” an invoice notes “Template”. On top of this view is an “Enter Values” window to answer some administrator defined questions for the selected invoice notes template.
...Real-time dashboards

E-TS allows you to build personalised dashboard views to display groups of information in real-time. Whether it is you accounts manager watching for invoices waiting to be completed, to the general manager seeing Action Requires Notes arriving on Jobs that need tackling, E-TS has a dashboard module for every need.

Some dashboard modules can be used to help user’s to keep their data complete. Invoices left in Draft status, or Purchase Orders that have not been recorded as received help reduce the forgotten tasks and reduce the overall maintenance needed for your business.

E-TS Workstation section of main screen focused on the opened Dashboard. Above the Dashboard, the main menu options and buttons for commonly used functions are visible. Below this is a dropdown button, for adding gauges to the Dashboard. Below this is the Dashboard with 4 gauges currently showing; “Active Invoices”, “Purchase Orders”, “Last QIJs updated” and “Required action Notes”.

...Templates

Having consistent communication and documents is an important pillar of a business. E-TS provides a robust templating system to help your customer facing information look and read similar.

A set of Templates can be built for:

  • Quote emails
  • Invoice emails
  • Statement run emails
  • Job emails to your users
  • Job emails to the client
  • Quote notes
  • Invoice notes
  • Job instructions

All having access to Merge Fields, which can pull information from the Quote, Invoice or Job into your templates, and non-email templates have access to Ask Fields, which will request the user to fill in certain information.

E-TS Workstation Job Template window. At the top of this window is a “Template description” section , with a field for entering a “Description, a checkbox for marking the “Template active”, and a dropdown list to “Override default Layout with”. Next is the “Template” section, which contains a rich text editor. In the bottom right corner are “OK” (currently disabled) and “Cancel” buttons.