Job sheets & site completion
Each visit is a job sheet with title, description, status, assignee, and optional site address. Track open, in progress, done, or cancelled from the van or office.
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Work schedule & diary
Mon–Sun week view with prev/next navigation. Dashboard shows today. Subscribe to an ICS calendar feed (Mine or Everyone) for Apple Calendar, Outlook, or Google.
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Customers & Companies House
Add UK companies from Companies House or people manually. Import registered office and invoice address, optional trading name, and link directors as contacts.
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Quotes & invoices
QUO/INV/CN numbering, per-line VAT, deposit and final invoicing, credit notes, email and print. Confirm accepted quotes into job sheets, then invoice when work is done.
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Job notes & comments
Notes on customers and job sheets stay on the record. Recent notes appear on the dashboard; optional reminder dates show on the schedule.
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Photos & attachments
Upload photos and files to job sheets and customers. Large phone images are resized before upload so site photos stay with the job.
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Team logins
Invite engineers and office staff to your workspace. Assign each job sheet to a team member so everyone sees their own run.
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Mobile app & PWA
Install the PWA to your home screen. After one online sign-in, browse cached jobs and queue notes offline, then sync when back online. Bottom tabs and refresh in the installed app.
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Reports & activity
UK period picker, quote funnel, overdue list, paid and net money in (after credit notes), accountant CSV and VAT period export, plus dashboard activity.
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Works orders
Landlord and agent intake: work order reference, required-by date, schedule, customer reply, paperwork pack, and follow-up jobs on the same site.
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Custom branding & app icon
Optional paid add-on: your primary and secondary colours, header logo, square home-screen icon, and branded light or dark mode for each engineer.
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