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Job management software for service businesses that run on site visits

Cleaning, repair, maintenance, field service, contractors and agencies — leads, jobs, staff assignment, invoices and payments in one chain.

Sound familiar?

  • Jobs are assigned in a WhatsApp group
  • Nobody is sure which jobs were finished today
  • Invoices are written up days after the work
  • Quotes live in one person’s email
  • Staff travel and hours are estimated
  • Chasing unpaid invoices is somebody’s whole afternoon

The workflow

What the software follows

One chain, one system. Every step below feeds the next, so the same information is never entered twice.

  1. Lead
  2. Quote
  3. Customer
  4. Job
  5. Staff assignment
  6. Work done
  7. Invoice
  8. Payment

What it handles

What custom job management software usually includes

Office and field operations

  • Leads and quotes
  • Customer and site records
  • Job scheduling and staff assignment
  • Mobile job updates from the field
  • Photos, notes and completion sign-off
  • Invoicing and payment tracking
  • Staff hours and job profitability

For your customers

Optional, and often the thing that wins the next job.

  • Request a quote online
  • Booking and appointment confirmation
  • Job status and history portal
  • Online invoice payment

One platform can run your operations internally while giving customers a simple way to book.

When custom job management software is worth it — and when it is not

If a standard field service app covers your jobs, use it. Custom field service software makes sense when the chain from quote to invoice is genuinely yours: pricing rules a generic quote tool cannot express, staff assigned on skill and travel rather than off a list, or invoices that have to go out the same day the job closes. Then it is worth paying someone to build a job management system that runs the whole chain, instead of three tools somebody reconciles on a Friday.

What changes

  • Every job has one place it lives, from lead to payment
  • Invoices go out the day the work finishes
  • You can see which jobs are actually profitable

Getting there

How a project runs

  1. 01

    Understand

    We start with how your business runs today.

  2. 02

    Identify

    We find the parts software can actually improve.

  3. 03

    Design

    A simple solution around your real workflow.

  4. 04

    Build

    You see it working early, not at the end.

  5. 05

    Launch

    Your team gets a system they will actually use.

Other industries

Tell me how your service businesses business works.

Tell me the problem in plain English. I will tell you honestly whether I can help, and what it would take. No obligation.

Prefer email? immilon27@gmail.com