Engager.app’s Job Phases feature transforms how you manage services by breaking them into clear, actionable steps.
Break services into structured phases—whether it’s a complex tax return, onboarding, or bookkeeping project. Assign phases, track budgets, and ensure every team member knows their role and responsibilities.
Each phase of a service can be assigned to a different team member, ensuring clear ownership and accountability. Collaborate efficiently by keeping everyone aligned on their role within the job.
Set time budgets for each phase to ensure work stays on track and profitable. Staff members can record time against phases, giving you real-time insights into where time is being spent and how jobs are performing financially.
Once a phase is completed, Engager.app can prompt staff to send a pre-written email to the client. This standardises communication, reduces manual effort, and ensures clients are always kept in the loop.
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Job Phases break large jobs into manageable steps, making it easier to assign responsibilities and maintain visibility across the entire service workflow.
Allocate time budgets for each phase and allow staff to record their time. Gain a clear view of profitability for every service and phase to optimise efficiency.
With Job Phases, each team member knows their role in the process. Assign phases clearly, so tasks don’t overlap, and everyone works towards the same goal.
Automated prompts at phase completion remind your team to send standardised client emails. Keep clients updated without manual effort or inconsistency.
Job Phases allow you to break a service into smaller steps, assign phases to team members, allocate time budgets, and track completion—all while improving collaboration and visibility.
Staff can record time against each phase, and you can compare actual time spent to allocated budgets. This gives you a clear picture of profitability for each phase and overall service.
Yes! Each phase can be assigned to a specific team member, ensuring clear ownership of tasks and responsibilities.
Once a phase is marked as complete, Engager.app can prompt users to send a pre-defined email to the client, ensuring communication is standardised and timely.
Any service can be managed with Job Phases—whether it’s tax filings, client onboarding, payroll processing, or complex accounting projects.
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