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Description

Operations Management equips you with the necessary tools to swiftly obtain precise estimates of job costs by analyzing the expenses associated with materials, labor, and outsourced services. By having a comprehensive understanding of overall costs and pricing details, you can make informed decisions regarding pricing. The seamless integration with Sage 100 ensures that financial and operational data remain aligned. The elimination of manual data entry enhances data accuracy significantly. You can rapidly derive exact job cost estimates by evaluating the individual components—materials, labor, and subcontracted services. Prices are proposed based on the targeted margin or profit margin you wish to achieve. The system allows for the quick and precise validation and importation of both labor and parts transactions. With just one click, transform an approved detailed quote into a sales order. You can also attach relevant product documentation and procedures tailored to each specific job. Furthermore, the system automatically generates a work ticket order upon completion of the necessary steps, streamlining the entire workflow.

Description

OfficeBooks is an intuitive web-based application designed specifically for the needs of distributors and manufacturers. Whether your business maintains an inventory or operates differently, OfficeBooks streamlines the processes of purchasing, sales, and work order creation, allowing you to focus on growing your enterprise. Our primary goal is to empower clients to manage their daily tasks efficiently and effectively. For your customers, the two critical performance metrics are Quality and On-Time Delivery (OTD), and a robust inventory control solution like OfficeBooks can significantly reduce the chances of delays in shipments. Let OfficeBooks manage everything from generating quotes to processing credit card transactions, so you can concentrate on your core responsibilities – expanding your business. With the burden of routine tasks lifted, you’ll have the freedom to engage with clients, participate in networking opportunities, or brainstorm innovative marketing strategies, knowing that the operational side is in capable hands. Embrace the potential of OfficeBooks and transform your approach to business management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CortexDecoder Yes 
Google Drive No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

CortexDecoder No 
Google Drive Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19.00/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Synergistic Software Solutions

Website

www.jobops.com

Vendor Details

Company Name

OfficeBooks

Founded

2006

Country

Canada

Website

www.officebooks.com

Product Features

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management No 
Job Tracking Yes 
Mobile Access No 
Routing No 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management Yes 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management Yes 

ERP

Accounting Integration Yes 
Accounting Management No 
CRM No 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Inventory Control

Allocation No 
Barcoding No 
Cost Tracking No 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management Yes 
Reorder Management No 
SKU / UPC Codes No 
Serial Number Tracking No 
Supplier Management Yes 

MRP

Bills of Material Yes 
Compliance Management No 
Document Management No 
Forecasting No 
Formula Management No 
Inventory Management Yes 
Order Management Yes 
Process Manufacturing No 
Product Configurator No 
Production Scheduling Yes 
Quality Control No 
Quality Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Safety Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 

Purchasing

Catalog Management No 
Compliance Management No 
Contract Management No 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management No 
Spend Management No 
Supplier Management No 

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