Call Forward

The Call Forward is an optional feature of Eazimate. It is commonly used in the building trade for the management of a Job(s). The main benefits include the ordering, coordination, and delivery of Supplier orders and sub-contractors, as well as the management of activities.

It provides an easy summary of Jobs status. Adjust your screen size by selecting the screen toggle at top of page.

The colored Status icons provide a progress view of each Call Forward item(s). Note the Items per page option at the bottom of the screen. Set a number of Call Forwards per page you want to view.

The Filters across the top of the page (Search anything, All issues, All jobs, All suppliers, Status all) enable you to narrow down your view if you have many Call Forward items.

A Call Forward is created once the Order(s) have been created (but not necessarily sent).

Select Manage on the Job you want to create the Call Forward management processes.

All the tasks will show Pending in the status column ready for you to adjust when needed.

Select the Edit button for each - Task/Activity - which will open up the Update Call Forward panel.

You may want to +Add an additional activity for a Job e.g. Slab Progress Payment Claim.

You can also Update or Delete a Call Forward activity at any time by selecting the Edit (pen icon) or Delete (trash can icon).

Call Forward Sub Headings

# - The number of task / activities for a particular Job

Type - The type of call forward activity e.g. Purchase Order

Job Name - name you have given the job.

Task / Activity - description of the work to be implemented.

Category - What Category the task belongs to.

Supplier - Supplier used for the task. This can be your own business for labour etc

Called and Called For- You can either initiate a Called for task/product request using the loudspeaker icon or by selecting the Edit (Pen) icon. First, input the Called For date, and the Called date will be automatically updated. The Called date then serves as a reference for the date you initiated the task/activity.

Acknowledged - The date when the supplier confirmed receiving your email request. Input the Acknowledged date in the Update Call Forward screen. The status will be updated to Acknowledged on the Call Forward menu, and a grey tick within a circle will be displayed.

Start - The date the work commenced. Enter the Start Date in the Update Call Forward screen. The status will change to Start on the Call Forward menu.

% - allows you to show the percentage completion of the task - eg: bricklayer takes 2 weeks to complete the task (50% done after one week with completion being 100%).

Complete - Enter the Complete date in the Update Call Forward screen. The status on the Call Forward screen automatically changes to Complete.

Status - The status of the task as selected in the Edit (Pen Icon).

Loud Speaker - Call for task by click this icon. Update Call for information, change the status and add delivery notes. Send the task to the supplier via email by clicking Send.

Notes - For details about job etc as a reminder or for history trail.

Plane - Email to supplier / sub contractor doing the task.

How to start using the Call Forward

By selecting the Edit icon (Pen) you can Update the status for each Job task e.g.

Adding a Call Forward to an existing Job

Select +Add.

Select the Customer from the drop down list.

Enter Activty name and other details, like Called For date as required.