The power users top features to save time
Macros
Macros are an easy way to create touchpoints and action buttons your team follow to help move projects along the customer journey. They allow you to build a workflow that fits the way you work.
With Macros, you can combine multiple actions into one single button click. They work like automated events, but macros are different because they are activated when you click a button. For example, a macro can print a document, update the status of a job, archive a document and create a new document in one click!
Automated events
Automation is a great way to scale your operation. You can quickly set up and deliver a superior workflow using automated events and actions.
Tudodesk's built-in automation tool takes seconds to set up and save hours of your team's time. Learn how to build automation in your workflow and remove tedious tasks that slow productivity.
Raise attention to a JOB if it is unattended for too long using a label color change
Notify a team member to do a task when you reach a milestone.
Write essential comments into the project feed when something happens
Notify a customer when a job is ready for collection by SMS or EMAIL.
Notify a customer when a job gets delayed.
Send automated payment reminders.
Automate and integrate with thousands of APPS using Zapier.
Segment your board workflow with color
In Tudodesk, you can map your workflow using boards and statuses (tabs). We call these tabs the workflow. Your workflow can be a series of a few tabs or grow extensively to many more. To help add clarity you can group the statuses using color.
Document saved templates
When you have similar work orders or regular estimates, you can use saved templates to populate new quotes or jobs with predefined summaries, costs and items.
Using saved templates helps ensure consistent structure and cost elements and saves you time and effort. In addition, you can have as many templates as you like. For example, you can create templates for Work Orders, Estimates, Invoices and more.
Price book
Setting up your price book is a great way to ensure you keep accurate, reliable pricing. In addition, your estimating and pricing will be more efficient if you set up your prices. You can do this as you go or import your products, services and pricing from a spreadsheet or third-party app.
Use print node for faster printing
The PrintNode integration makes printing a breeze from Tudodesk, offering instant silent printing from any device connected to the internet to any of your printers.
Why use PrintNode
Print from any device to any printer from Tudodesk. Even if you are not in the building.
Automate printing of documents with macros.
Easier one click printing.
JDS (Job Display Station)
Using Job Station, your workshop team have a digital, paperless work-order (or job traveller) solution that works out of the box in seconds.
Intelligently process jobs, view and update work orders on a stand-alone, easy to use display that runs on small devices, tablets and big screens.
Install large screen wall monitors displaying job queues and workshop load on auto-refresh.
Install tablets at stations around your workshop and push orders from station to station.
Or use a master laptop to allow your workshop team to bump orders, update jobs and process tasks.
Paperless, constantly updating view of Work Orders, Files, Tasks and comments.