Contact Management

Store your employees, customers, and vendors in detailed, organized hierarchies. With JobTraQ’s comprehensive security and contact management software features, you can limit access to just the information you want a user to see. Team members and managers can quickly see their top priorities.

Contact Management

Employees, customers, and vendors can be stored and organized into detailed hierarchies. Comprehensive security model restricts access.

  • Drop and drag assets
  • Import contacts from a CSV file
  • Restrict user access
  • Any contact record can have a user name and password

Learn More About Contact Management Software - Click HereEasy drag-and-drop organizationEach contact has defined permissions, roles, and authenticationContacts can be imported from outside systems

Contact List Tab

Asset Management

Computers, vehicles, conference rooms, field equipment, machinery, etc. can be stored as assets and used as part of workflows. Store attached files to assets.

  • Custom field configuration
  • Associate to individuals, tasks, and projects
  • Track utilization and availability
  • Attach .jpgs, .docs, .pdfs to assets

Learn More About Visual Workflow Software - Click HereFile HistoryAccess Control and Security

Asset List

Digital Asset Management

A central repository of digital information, keeping everything organized and stored in one place. Users can attach files to any task, project, appointment, contact, asset

  • Quick access to project & critical data
  • Archives previous versions of data files
  • Unlimited number of file attachments
  • Attach .jpgs, .docs, .pdfs to assets
Learn More About Asset Management Software - Click HereAssets can be assigned to tasks, appointments, and projectsAsset utilization can be scheduled and trackedAssets can be imported from outside systems

Watch Contact Management Software Attached Files Video - Click Here

File History Popup

Custom Forms

Incredibly powerful customization options with no additional programming required. Create custom forms, fields, tabs, and record types with point and click functionality.

  • Role based permissions
  • Embed other applications within a task type
  • Customize every aspect of projects and tasks
  • Drag and drop organization of fields

Learn More About Custom Forms - Click HereField OptionsCustom TabsHide some tabs from some usersEmbed “mashup” pages and links to other systems

Custom Form

Role Based Permission

Each user or permission group is given access to some, none or all of JobTraQ’s features. Permissions can also be set on each standard or custom field.

  • Set unique views for different depts
  • Allow customers or 3rd party vendors limited access
  • Email and reports follow permissions for data displayed
  • Permission detail down to an individual field of data

Learn More About Role Based Permissions - Click HerePermissions can be set on fields, record types, and statusesFeature PermissionsComprehensive and Secure

Role Based Permissions

Record Level Access

Tasks and projects flowing through JobTraQ contact management software are only accessible to those users or groups that have a need for visibility at that time.

  • Default or custom settings
  • Manage tasks by users, groups, or organizations
  • Control who sees what individual fields of data
  • Create permission groups

Learn More About Record Access in Contact Management Software - Click HereComprehensive and Secure

Dispatcher Overview Diagram
Watch JobTraQ Task Manager Software Demo VideoDownload Employee Productivity Case StudyJobTraQ Task Manager Software Live Demo