Quote the work, put it on your team's days, record the hours, parts and travel as they happen, and send one invoice from the job without retyping any of it.
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Quotes written in a document, then retyped into an invoice weeks later.
Hours, parts and kilometres pieced together from dockets and texts at the end of the month.
Nobody sure who is going where tomorrow, or whether the customer has been told.
Licences and tickets that expire without anybody noticing.
Send the quote from the job. Once it is accepted, the quoted lines become the job's lines at the quoted prices. Work found along the way is quoted on the same job, and the customer can accept each item on its own.
Put jobs on each person's day and they see their own work. The customer can be sent the booked time and a reminder the day before.
Hours against the job, parts from your stock or your saved list, photos and videos of the work, inspection checklists and the customer's signed sign-off, all in one place.
Charge travel by the kilometre or by zone and call-out fees with kilometres included, then bill the job as one invoice the customer can pay online. Invoices and payments can go to Xero.
Yes. What each person can see is set by their role, so a tradesperson sees the jobs they are on and not the whole book.
Yes. Set a schedule, such as a quarterly service, and the job opens on the board when it is due, ready to put on somebody's day.
Yes. Each licence or ticket is recorded with its expiry date, and you are warned before it expires.
No. Card payments go straight into your own Stripe account and we take no commission. Your card processor still charges its own fee, the same as it would anywhere.
The full guide, free to read without an account.
Answer a few questions and your booking page and dashboard are ready to go. No card, no lock-in, and we never take a cut of your bookings.
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