Customer and site records
Every quote, job and invoice for each customer and site. The history is there when they call.
Custom job management system for trade and service businesses
Every job in one place, from the first quote to the paid invoice: the booking, who goes where, what was done, what it cost. Built around the way your jobs actually run.
What is a job management system?
One system that holds every job, from the quote to the paid invoice. The office books it and sees every job on one board. The tradesperson gets it on their phone: the address, what to do, the customer’s notes. Photos, hours and materials come back from site, and the invoice is raised from what was done.
Is a custom job management system right for you?
- Built for
- Trades and service businesses with crews on the road and an office booking the work. Electricians, plumbers, air conditioning, builders, landscapers, cleaners and maintenance contractors.
- Replaces
- A whiteboard and a diary for the schedule, quotes typed in Word, and paper job sheets. Or a subscription like simPRO, ServiceM8, Tradify or AroFlo that fits most of how you work, but not all of it.
- Not for
- A small crew whose jobs fit ServiceM8, Tradify or simPRO out of the box. A subscription is the right buy there, and we will say so.
What’s included in a job management system?
Quoting and job costing
Quotes built from your own price list and labour rates. Accepted quotes become jobs, with the pricing carried across.
Job board and scheduling
A board of every job by day and crew. Drag to move a job, and set repeat visits for maintenance.
A phone app for the crew
The address, the job and the customer’s notes. Photos, a signature, hours and materials sent back from site.
Invoices from the job record
The invoice is raised from what was actually done: labour, materials and changes. Part payments for longer jobs.
Connected to Xero or MYOB
Invoices, payments and contacts pass between the system and your books, so nobody types them twice.
Reports on jobs, hours and margin
Margin per job, hours quoted against hours worked, work done but not yet invoiced, and who is booked where next.
Not sure? Call 1300 699 321 — ten minutes will tell you.
How is a job management system built and priced?
Every build runs the same five steps, and you sign off each one before the next starts.
See how a project runsFirst chat
We watch one real job run through your business, with the office and a crew, and write it up plainly for you to correct.
Plan and price
Every screen the office and crews will use is written down. You sign off that plan, and the price is fixed on it.
Build
Each stage puts a working piece in front of you, and you sign it off before the next starts.
Testing
Your recent jobs go through the system, quote to invoice, worked by the office and a crew. Anything wrong is fixed before launch.
Launch
Launch is a working day. The office opens the board with your customers and jobs loaded. The crews open today’s list on their phones.
Questions before you call
How much does a custom job management system cost?
One fixed price, set in writing at the planning stage. It depends on which parts you need, how your quoting and invoicing run, and whether Xero or MYOB is connected.
Why build one instead of subscribing to simPRO, ServiceM8 or Tradify?
If one of them fits how you work, use it, and we will say so. A custom build is for a business that quotes, schedules or invoices differently, or needs to connect to software they can't.
Does it work on the phones our crews carry?
Yes. The crew's screens are built for the phone in the van, not shrunk down from the office screens, and tested on the phones your crews actually carry.
Will it connect to Xero or MYOB?
Yes. An invoice raised from a job lands in Xero or MYOB, a payment recorded there shows against the job, and contacts stay in step.
Can you build it if we're not in Adelaide?
Yes, anywhere in Australia. Planning and each sign-off run over a call, and a crew anywhere can test the phone screens before launch.
Get a fixed quote for a job management system.
Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.
1300 699 321
Mon–Fri 9–5, Adelaide time · we reply within one business day