We use Job costing for all our sales. We have noticed that the more sales staff we add it's become harder to track what's "missing" from our jobs. For example, we enter a job and its estimates. Notes are entered regarding whether or not credit references need to be sent/approved, insurance requirements, if we're waiting for change orders, etc. We need to be able to have some type of "alert" set to remind us to follow-up on any outstanding paperwork. The alert could best be utilized in a report - a report that would list the jobs with "alerts" applied, and the description.
Entering the notes without any system for follow-up is problematic as we don't see the problem until it's too late. We have jobs that needed deposits (and such is entered in jc notes) but was not realized until material was already ordered. If we had a tool that could be used on a regular basis to catch the alert type of "notes" it would be very very useful.
Printing JC notes is not enough. They don't print out in detail, and some of the notes are more general and don't necessarily need to be tagged for follow-up. Having those general notes incorporated into a report with the notes that do in fact need to be followed-up with an alert is cumbersome and time consuming to read.