How to Limit Employee Views to Only the Jobs they are Assigned to (Open Job – aka Open Project)
In Abtrac you can restrict employee views to only the jobs that they are assigned to, by using the Open...
Jobs & Projects
How to stay on top of all aspects of your projects, including proposals, charge rates, budgets, teams, tracking and analysis.
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How to Manage Deposits or Pre-Payments in Abtrac
Pre-payments in Abtrac help manage deposits required before starting a job. They are often outlined within a job quote. To set up a pre-payment, enter the amount in the "Job Billing Details" section and optionally configure job statuses or timesheet alerts. When invoicing deposit fees, businesses can charge a fixed amount, a percentage of the total fee, or cover specific application costs like council fees. By tracking pre-payment statuses in quotes or jobs, Abtrac ensures accurate financial records and prevents work from starting on unpaid jobs. -
How to track and manage variations to projects
It’s not unusual for a client to come back with a variation to the original quote after work is underway.... -
System Settings: Clients and Jobs
System Settings: Clients and Jobs Clients and Jobs settings include the names you use for jobs, tasks, owners and managers.... -
Job Notifications
Job notifications allow users to send alerts to team members directly within the system. Notifications can be created when setting up a job, using predefined messages from the Maintenance menu or you can send custom messages. These notifications can be sent as internal alerts within Abtrac or as emails. Internal notifications appear next to the user's login icon and on the Message Board, while email notifications are sent from Abtrac’s system email. Users can access their in app notifications from their profile icon, and unread messages remain active until viewed or dismissed.