Job/Project Tracking

OneSource simplifies the task of creating and tracking Jobs and Projects by providing a screen to view Job Lists, a screen to view every detail about the job, and reports that help you measure the things that matter.

Get the Big Picture of What's Going On with Every Job/Project in Your Pipeline with Custom JOB LISTS.

  • Using the Custom Job Lists screen you can create and display 'lists' of Jobs and Projects (divided by tabs--all on the same screen) based on your exact specs (such as Jobs by Type, Status, Date Range, Past Due, Coming Due, etc)
  • Add totals to any column(s) on the list, such as Sum, Average, Comparison A to B, etc
  • Dynamically Sort and Filter each list with a simple right-click.
  • Print any of the standard or filtered lists with a single click.
  • Export the data to Excel with a single click. (coming soon)
  • Drill down to the Job/Project Details screen with 1 click. (See screen shot below).

Get the DETAILS of any Job/Project--All on the Same Screen.

  • Using the Job/Project Details screen you can view every detail about the job or project on the same screen, including:
    • all scheduled and completed tasks
    • unlimited notes
    • job pricing (including the budget of each item or service you plan to provide)
    • Sales info, including every related Quote, Sales Order, Invoice, Credit Memo, Payment, etc
    • Job costing info, including every related PO and AP Bill
    • All related Suppliers and Vendors
    • Up to 7 additional tabs with custom* fields, lists, checkboxes, etc of your choice
  • Drill down to every related transaction with 1 click.
  • Print reports related to 1 job or all jobs.
  • Schedule or Post activities related to the job.

Create Custom Reports to Measure the Things That Matter.

  • Using the Report Selection screen (and the built in MS Access Report Writer) you create* virtually any report imaginable to view detailed or summarized Job or Project information to your exact specifications.

* Usually requires additional customization/programming. Customizations can be performed by an MS Access/VBA programmer of your choice or by our developers for an additional fee.