CRM for trades Run the work Jobs

The job card your engineer
actually uses.

Every job carries the customer, the accepted quote, the address, the notes and the photos. The engineer opens it on the phone, navigates, takes photos, gets a signature and raises the invoice before leaving the drive.

Included with the system. No per-user fee, no contract, web plus iPhone and Android.

What you get

From accepted quote to signed-off job without retyping.

  • Job created from the accepted quote in one tap, nothing re-entered
  • Address, access notes, materials and the quote on the job card
  • Photos and sign-off on site from the mobile app
  • Status from scheduled to on site to complete, visible to the office live
  • Invoice raised from the job with the quote's lines already on it
How it works

Three steps. None of them are yours.

1

Quote accepted

The job exists with everything from the quote on it.

2

Engineer on site

Navigate from the card, photos, notes, signature. The office sees it move.

3

Done

Mark complete. The invoice is one tap and the review request goes out on its own.

Before

The engineer had the address in a text, the quote in an email, and rang the office twice to check what was agreed.

After

He opened the job, saw the quote lines and the note about the side gate, did the work, photographed it and sent the invoice from the van.

FAQ

Jobs questions

Yes. Card payment from the job on the mobile app.

Yes, on the job and on the customer's record.

Yes. The job status changes live as the engineer moves it on the app.

Their jobs, without the commercial detail, unless you give them more.

See jobs with your own jobs in it

Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.