From enquiry to invoice, in one place.
Job management software for trades, from first call to final invoice
Every job starts as a phone call and ends as an invoice, with a quote, a job sheet and often a certificate in between. We build job management software for trades that follows that path the way you already work it, so nothing gets typed twice and nothing gets lost in the van.
One job, five bits of paper.
A job moves through the same stages every time: the enquiry, the quote, the job sheet, often a certificate, and the invoice. Done the old way, that's five bits of paper, including a job sheet template filled in by hand, plus a camera roll full of photos and a text thread with the customer. The same name and address get written out at every step, and the only place the whole job exists is your head.
Job management software for trades puts all of it in one record. The enquiry becomes the quote, the accepted quote becomes the job sheet and the signed-off job sheet becomes the invoice, carrying the details along each time. We build it around your stages, your paperwork and the words you already use.
What happens at each step.
Here's how a job moves through the system. Yours might have more steps, fewer, or different names for them, and that's the point of building it for you.
Enquiry.
A form on your website asks what you need to know: the job type, the address, photos of the problem and good times to call. Phone enquiries go in the same list, so every open enquiry is on one screen.
Quote.
Quoting works from your own price list and labour rates. Add photos and notes, send it as a PDF with your logo, and the customer accepts with one tap from the email. If they go quiet, you get a nudge to follow up.
Job sheet.
The accepted quote turns into a job sheet with the address, access notes, materials and the work agreed. On site, you or your team add notes, photos and time spent, and the customer can sign on the screen.
Certificate.
Your own certificates, completion notes and service sheets fill themselves in from the job sheet. If you use separate software for regulated certificates, keep it, and attach the finished PDF to the job so everything stays together.
Invoice.
When the job's signed off, the invoice is built from the quote, any variations and the materials used. It goes out by email with a link to pay by card if you want one, and unpaid invoices sit on their own list for chasing.
Photos, variations and changes of plan.
Jobs rarely go exactly to plan. You lift a floorboard and find something nobody expected, or the customer decides they'd like the extra socket after all. That's where money quietly goes missing, in extra work agreed with a nod and forgotten by the time the invoice is written.
Variations are recorded on the job as they happen. Take a photo, describe the extra work, add a price, and the customer gets a text or email asking them to approve it. Once they tap yes, it goes on the invoice. If there's a question later, the photo, the price and the time they approved it are all there.
Photos are kept against the job and the address, before and after, so next time you're called to the same house you can see what's behind the plasterboard without taking it off.
Reminders for the work that comes round every year.
Plenty of trade work repeats: boiler services, landlord checks, annual sweeps, alarm tests, gutter clears. Each finished job can set its own reminder date. When it comes round, the customer gets a text or email with a link to book, and you get a list of what's due next month, grouped by area so you can plan the week around it.
Annual service reminders are steady work that was always going to come back. The system simply makes sure it comes back to you, not to whoever the customer happens to find first.
When a ready-made trade app is the better choice.
Tools like Tradify, Fergus, Powered Now and ServiceM8 suit plenty of trade businesses. If you're a sole trader or a small team doing standard jobs, and ready-made job management software for tradesmen, or a simple quote and invoice app for trades, already covers what you do, use it. There's no sense paying for a build to get something you can already have.
A system built for you makes sense when the way you work doesn't match the way an app expects: unusual pricing, several trades under one roof, paperwork a letting agent or main contractor wants in a particular format, or a process that runs from a website enquiry right through to next year's reminder. It also makes sense when you've tried a couple of apps and still keep a spreadsheet on the side.
What you get, and what you own.
You get one system that covers the whole job, set up with your price list, your job types and your paperwork, on your own web address. It's made for your business, and you own it.
Screens for the office and the van.
An enquiry list, a quote builder, a job board showing what's on today and this week, and a job sheet app for your phone on site. Everyone looks at the same job, not their own copy of it.
Paperwork with your name on.
Quotes, job sheets, certificates and invoices as PDFs with your logo and terms, emailed to the customer and stored against the job and the address, easy to find again when the customer rings next year.
Reminders that send themselves.
Follow-ups on quotes, chasers on unpaid invoices and yearly reminders for repeat work, sent at the times you set and worded the way you'd say it yourself.
Your records, whenever you want them.
Every customer, property, job, photo and invoice, searchable by name or postcode and downloadable as a spreadsheet. If you use accounting software, we'll look at passing invoices across so nobody types them twice.
Questions about job management.
How much does job management software cost to build?
There's no off-the-peg price, because it depends on your job types and how much of the process you want covered. We'll talk through a few real jobs from enquiry to invoice, then give you a fixed quote. You could start with quotes and job sheets, then add certificates, variations and annual reminders once the first part has proved itself.
Can I use it on my phone on site?
Yes. You can open a job, add photos, record a variation, get a signature and send the invoice from your phone while you're still on the customer's drive. There's nothing to install: it runs in the browser, and you can pin it to your home screen. Whoever's in the office sees the changes as soon as you make them.
Can you bring my customers across from a spreadsheet or another app?
Usually, yes. Customer names, addresses, properties and past jobs can be imported from a spreadsheet, and if your current app lets you export your data, we can work with that file too. Old certificates and photos can often come across as well, filed against the right address. We'll look at what you've got before we quote, so you know what's moving and what isn't.
Do I have to stop using my certificate software?
No. If you already use software for gas, electrical or other regulated certificates, keep using it. When the certificate's done, the PDF is attached to the job and the address, so it sits alongside the photos and the invoice. For your own paperwork, like completion notes, warranties or service sheets, we can build forms that fill themselves in from the job sheet.
Can my team see their own jobs?
Yes. Each person logs in and sees the jobs they're on, with the address, access notes, materials and anything the customer mentioned. They add photos and notes as they go. You see the whole board: who's where, and which jobs are waiting on parts or a customer's decision. If you'd rather, prices can be hidden from the team's view.
Can customers pay invoices online?
They can. Invoices can carry a link for the customer to pay by card, and the job is marked as paid when the money arrives. Unpaid invoices sit on their own list showing how long they've been waiting, and polite reminders go out at the times you choose. Bank transfers and cash still work too; you just mark those as paid yourself.
Job management for your trade.
Some of the trades we build for. Or see everyone we help.
Got something that's slowing you down?
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