Job Management Software

Our job management software allows you to:

Schedule jobs and assign them to your engineers.
Manage scheduled jobs with drag and drop calendar.
Update job details whilst on-site with our free job management app.
Obtain signatures from your customers.
Carry out service checks using custom checklists.
Generate job sheets automatically.
Create your own custom fields.
Send job sheets to your customers and track when they have viewed them.
Create invoices in our software or use an external accounting package.

Job Management Software

Our job management software allows you to:

Schedule jobs and assign them to your engineers.
Manage scheduled jobs with drag and drop calendar.
Update job details whilst on-site with our free job management app.
Obtain signatures from your customers.

Carry out service checks using custom checklists.
Generate job sheets automatically.
Send job sheets to your customers and track when they have viewed them.
Create invoices with one click.

Engineers receive jobs assigned to them using our FREE job management app allowing them to:

View the location of a job and get sat-nav driving directions.
See the contact details of the customer.
Get details of what work needs to be carried out.
Update the status of the job (i.e. In progress, Awaiting customer, Complete).
Make notes of the actual work done and any recommendations.
Add parts used.
Get signatures from the customer and add their own signature.
Upload images taken on-site.
Create time entries such as time spent on-site and travel time.
Complete custom checklists (useful for health & safety or service checks).
Save all the details offline then automatically sync when they have an internet connection.
Create your own custom fields and fill them in using the My Jobs App.

Job management for your engineers:

See which jobs are assigned each day, week or month.
Schedule view shows each of your engineers and what jobs they have assigned to them.
Drag and drop jobs onto different engineers.
Drag and drop jobs onto different days or times.
View brief summary of a job with the option to open the full job details.
Give each engineer their own colour so you can easily distinguish between.
Easily see which engineers need work assigned to them.
Create jobs directly from the calendar.

How our software works

Step 1

Create a job for your customer

Step 1

Create a job for your customer

Enter the details of your customer and the job into our Business Manager software.

Step 2

Assign the job to an engineer

Step 2

Assign the job to an engineer

Select an engineer to carry out the work, including the date and time they will be visiting the customer site.

Step 3

Engineer receives the job in the
My Jobs App for iOS and Android

Step 3

Engineer receives the job in the
My Jobs App for iOS and Android

The engineer will be able to view the job assigned to them in the My Jobs App, which can be downloaded on iOS and Android devices.

Step 4

Engineer carries out work and logs details in the My Jobs App

Step 4

Engineer carries out work and logs details in the My Jobs App

The engineer can update the details of the job whilst on-site in the My Jobs App such as parts used, complete checklists, take pictures, get customer signatures and more.

Step 5

Updates synced to Business Manager software

Step 5

Updates synced to Business Manager software

All updates that the engineer makes in the My Jobs App are synced in realtime to our Business Manager software.

Step 6

Job sheet report automatically generated

Step 6

Job sheet report automatically generated

A job sheet report is automatically generated for your customer with all the information from the engineer, this can be emailed directly to your customer.