Jobs Module

Whether it's a routine service call or a more complex project, easily create new jobs in minutes. Select the job type, services, and materials required from your pre-populated library, including separate costs to yourself and your customer. Additionally, you can assign the job to a specific franchise where applicable.

Associate each job with an existing customer or create a new customer record on the fly. Keep all relevant client details linked directly to each job for seamless communication and record-keeping.

Securely process card payments directly within the Jobs Module, simplifying the billing process and ensuring prompt payment for your services.

Keep track of payment details for each job, including payment method, transaction date, and any notes or comments related to the payment.

Generate professional, branded invoices with ease, incorporating all job details, costs, and payment information. Download or send invoices directly to customers for efficient billing and record-keeping.

Break down larger projects into manageable sub-jobs, allowing for better organisation and tracking of progress.

Access a comprehensive calendar view to see the availability of your workers at a glance. Streamline scheduling by assigning jobs based on real-time availability and workload.

Assign one or more workers to each job based on their skills, availability, and proximity to the job location. Ensure optimal resource allocation for maximum efficiency and customer satisfaction.