Every job tracked. Nothing left behind.
When jobs live in text messages, a whiteboard, and a few sticky notes, things get missed. A technician turns up without the right details or an invoice goes out late because nobody remembered to trigger it. This module tracks every job from the first phone call to the final sign-off — so your office and field team always know exactly what's happening and where.
From first call to final invoice — every job in one place
Most trade businesses run jobs across a mix of phone calls, text messages, a shared calendar, and a folder of paper job cards. It works when things are quiet. When you're running six jobs at once, things start to slip — a job that didn't get followed up, a detail the technician didn't get, a completed job that never made it to an invoice.
This module gives every job a single record that travels with it from start to finish. Your office team can see every job's status at a glance. Your field team gets all the details they need on their phone before they arrive on site. And when a job is done, generating an invoice takes a few clicks — not a half-hour of admin. It's not about adding complexity. It's about replacing the bits of paper and the phone calls with something that everyone can see and act on.
One record for every job, from start to finish
Every job has a card — client details, site address, scope of work, photos, notes, parts used, and time logged. Everything in one place, accessible by your whole team.
Field team gets everything they need on their phone
Technicians see their jobs for the day, the site address, the scope, and any client notes — all on their phone. No printed job cards, no phone calls from the office to explain what needs doing.
Sign-off captured on site
Technicians complete a digital job card when the work is done — notes, photos, parts used, time spent, and a customer signature. Everything is recorded before they leave the site.
Invoice straight from the completed job card
When a job is marked complete, the invoice is ready to generate in a few clicks. Labour, materials, and call-out fees are already there — no re-entering, no chasing timesheets.
What's included ?
Everything you need to run jobs cleanly from first contact to paid invoice — without the sticky notes, the phone calls, and the things that get forgotten.
Job cards with full history
Every job gets a digital card — client, site, scope, priority, notes, photos, and status. The complete history of a job is always there, visible to anyone who needs it.
Enquiry & quote tracking
Log new enquiries as they come in and track them through to quote, approval, and job creation. Nothing falls off the end of a phone call without a record.
Job status tracking
Move jobs through your stages — Enquiry, Quoted, Scheduled, In Progress, Complete, Invoiced — so your whole team always knows what's happening with every job at a glance.
Mobile job card for field teams
Technicians view their scheduled jobs, site details, and scope on their phone. They update status, log time, add notes and photos, and capture customer signatures on site.
Photos & site notes
Attach before and after photos, site condition notes, and any relevant documentation directly to the job card. Everything is stored and linked — not sitting in someone's camera roll.
Digital customer sign-off
Capture the customer's signature on a phone or tablet before leaving site. Proof of completion is stored against the job card — no paper forms to chase or lose.
Time & materials logging
Technicians log their time and any parts used while on site. Labour and materials are recorded against the job and flow directly into the invoice when the job is complete.
One-click invoicing from job cards
When a job is complete, the invoice is built from the job card automatically — time, materials, call-out fees, and all. Send it the same day the job is finished.
Job history & client records
Every job ever done for a client is stored in one place. When a repeat client calls, you can see their full service history, what was done, and what was charged in seconds.
Everything about a job, in one place your team can actually use
| SUPPLIER | EXPIRES | STATUS |
|---|---|---|
|
R. Thornton
0412 345 678 · robert@thornton.com.au
|
15 Maple Street | Surry Hills |
|
Labour — 3.5 hrs @ $120/hr
Logged by Jake M.
|
Switchboard Upgrade | $420 |
|
12-circuit switchboard
Materials supplied
|
Safety Inspection | $340 |
|
Call-out fee
Standard rate
|
📸 3 photos | ✓ Signed |
Job complete · Click "Generate Invoice" to send INV-0318 to robert@thornton.com.au
Which industries use this module
Job Management is built specifically for trade and field service businesses where work is delivered on site — and where managing that work efficiently is the difference between a smooth operation and a stressful one.
Explore the full suite
Job Management works closely with scheduling, quoting, invoicing, and parts management. Here's what else is available.