INSTRUCTIONS



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Overview
The program was designed to record the basic details of a new instruction to carry out professional work. This includes contact details, any special requirements, agreed fee etc. The intention is that the information sheet is printed out and attached to the front of the file for easy reference.

An important secondary feature is that it is possible to extract and analyse the source of instructions, type of work etc.

 


 

Reports.
A button allows you to print a simple report of work carried out. A further button will enable you to filter the items included in the report. This will enable you to analyse the type of work you carry out most frequently, which is the most productive source of instructions etc.

The analysis of the source, type and value of the instructions is an important feature that can be customised to suit your requirements. We are adding additional standard reports to future versions of the software

New record
It is a simple matter to add details of a new instruction. It only takes a short time to enter the information and save the record. VAT on the fee is calculated automatically by the program.

Each job is automatically given a unique reference.

Additional facilities
The program. has the ability to print a letter of confirmation, an envelope or an invoice by a single click of a button on the main screen. It will automatically include the details as recorded for the particular entry. This feature can be customised to suit your way of working

 
Wilkey & Co.
Softdata
Superbase
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