Everything You Need, All In One Place
Job Manager brings your jobs, customers, invoicing, payments, scheduling, and team into a single platform — so you spend less time on admin and more time on your business.
Keep Every Job On Track
From the moment a job comes in to the moment it's done — manage the whole journey without switching between apps or digging through spreadsheets.
Full Job Lifecycle
Create a job, assign team members, track its status through to completion — all visible at a glance.
Auto-Generated Job Numbers
Every job gets its own reference number automatically. Customise the format to match how your business works.
Priorities & Custom Tags
Mark jobs as Low, Medium, High or Critical. Add your own tags to organise and filter jobs your way.
Team Assignment & Notifications
Assign one or more team members to a job. They're automatically notified when assigned, rescheduled, or removed.
Job Acceptance & Decline
Team members can accept or decline jobs from their device. You always know who's confirmed and who isn't.
One-Click Invoice from Job
Turn a completed job into a professional invoice with a single click. No copy-pasting, no data re-entry.
File Attachments & Notes
Attach photos, documents or reports directly to a job. Add internal notes that only your team can see.
Address & Location
Job locations are automatically pinned on the map. Your team always knows exactly where they're heading.
Recurring Jobs
Set up jobs that repeat daily, weekly, monthly or on a custom schedule. They generate automatically — no manual effort.
Plan Your Week Without the Chaos
A full-featured calendar that actually works for field service teams — not just a basic diary.
Drag & Drop Rescheduling
Need to move an appointment? Just drag it to the new time slot. No re-entering dates, no cancelling and recreating — simply move it and the team is automatically notified.
Day, Week, Month & List Views
Switch between calendar views to see exactly what you need — from a busy day's schedule to the full month ahead.
Colour-Coded Team Filters
Each team member gets their own colour. Toggle people on or off the calendar with one click to see who's doing what.
Reminders Before Appointments
Set automatic reminders — 15 minutes, 30 minutes, 1 hour, 2 hours or a full day before any appointment.
Link to Jobs & Team Members
Appointments can be linked to specific jobs and team members so everything stays connected.
Mini Calendar & Upcoming View
A sidebar mini-calendar lets you jump to any date instantly. The upcoming panel shows what's coming next at a glance.
Mobile-Friendly List View
On smaller screens the calendar switches to a clean list view that's easy to scroll through on the go.
Look Professional, Get Paid Faster
Create branded invoices and quotes in seconds. Email them to customers straight from the platform — no separate tools needed.
Professional PDF Invoices
Generate polished invoices with your company logo and branding. Email them directly to customers from the platform.
Tax, Discounts & Profit Tracking
Add tax rates and discounts per line item. The system calculates your total, tax owed, and profit margin automatically.
Invoice Status Tracking
Know the status of every invoice at a glance — Draft, Sent, Partially Paid, Paid, or Overdue. Outstanding balances update in real time.
Quotations That Convert to Jobs
Send a quote, customer accepts it, and with one click it becomes a job. No re-entering information.
Recurring Invoices
Set up invoices that generate and send automatically for monthly retainers, subscriptions, or regular contracts.
Overdue Invoice Alerts
See at a glance which invoices are overdue and by how long — 30, 60, 90 or more days — so you can chase what matters most.
Accept Payments Online
Send customers a secure payment link and let them pay by card — from anywhere, on any device.
- Accept card payments via Stripe or PayPal
- Share a branded payment page directly with your customer
- Partial payments supported — track outstanding balances automatically
- Invoice marks as Paid automatically once settled
- Email PDF receipts to customers automatically
- Record cash, bank transfer, cheque or card payments manually too
- Your team get notified the moment a payment arrives
Built-in — no extra costs or third-party setup required
Give Customers the Answers They Need
A branded self-service portal means customers can check their invoices, view job status, and pay online — without calling or emailing you.
No Account Required
Customers access the portal via a secure link sent to their email — no username or password needed. Simple for them, secure for you.
View Invoices & Pay Online
Customers can see all their open and paid invoices and pay outstanding balances by card — at any time of day.
View Their Quotes & Jobs
Customers can check the status of their active jobs and view any quotations you've sent them — reducing "what's happening with my job?" calls.
Branded With Your Business
The portal carries your company branding — it feels like part of your business, not a third-party tool.
Resend or Revoke Access
You're always in control. Resend the portal invitation at any time or revoke access instantly if needed.
Time-Limited Secure Links
Portal links expire automatically for security. Customers can always request a fresh link if needed.
Updates every 30 seconds
Know Where Your Team Are, Right Now
No app download. No expensive hardware. Team members simply open the browser on their phone and you can see everyone on a live map.
- Real-time GPS positions updated every 30 seconds
- See who's Online, On Site, In Transit, or On Break
- ETA calculation from current location to job site
- Job site and team member locations on the same map
- Each team member has their own colour for easy identification
- Last known location always visible even when offline
Your Customers, Fully Organised
Every customer record holds everything in one place — contact details, jobs, invoices, payments, and the full history of your relationship.
Complete Customer Profiles
Name, company, email, phone, mobile, full address — everything you need to contact or visit a customer, all in one place.
Duplicate Detection
The system warns you if a customer with similar details already exists, keeping your records clean and tidy.
Full Activity History
See every job, invoice, and payment linked to a customer — with a complete audit trail you can export if needed.
Customer Statement View
Pull up a full statement for any customer in seconds — showing every job, invoice, and amount outstanding.
Customer Notes
Record anything important about a customer that your whole team needs to know — preferences, access codes, special requirements.
Active & Inactive Status
Mark customers as inactive without losing their history. Your active customer list stays clean, but the records are always there.
Stock & Suppliers — All Under Control
Track your parts and materials, manage suppliers, and raise purchase orders — without a separate system.
Inventory Management
Create and manage stock items with quantities, costs, and sale prices. Stock levels update automatically when used on a job.
Barcode Scanning
Every stock item gets an auto-generated barcode. Scan it on your phone to find and use items instantly — no typing needed.
Kit & Composite Items
Build composite "kit" items from component parts. When the kit is used, all the components are deducted from stock automatically.
Supplier Management
Manage all your suppliers with contact details, lead times, and payment terms — ready to raise a purchase order at any time.
Purchase Orders
Raise POs and email them to suppliers as PDFs. Track what's been ordered, partially received, or fully delivered.
Automatic Job & Stock Updates
When parts arrive, stock levels update and the linked job status changes from "Parts Ordered" to "Parts Received" — automatically.
See How Your Business Is Really Doing
Plain-language reports that answer real business questions — no accountancy degree required.
Financial Reports
- Profit & Loss — see exactly what you're making
- Sales trends — revenue, costs and margins over any date range
- Tax summary — what you've collected in VAT/sales tax
- Overdue invoice ageing — who owes you money and for how long
- Revenue by customer — who your most valuable customers are
- Payment method analysis — cash, card, bank transfer breakdown
- Monthly recurring revenue (MRR) tracking
Job & Quotation Reports
- Gantt chart — a visual timeline of all your jobs
- Job profitability — which job types make you the most money
- Job performance — completion times and on-time rates
- Quotation conversion — how many quotes are turning into work
- Customer value analysis — lifetime spend and profitability per customer
- High-value customer identification — your top 20% of customers
- Invoice export to CSV for your accountant
The Right Access for Every Person
Six ready-to-use roles out of the box, or build your own with exactly the permissions your business needs.
Or create your own custom role with any combination of permissions.
Never Miss a Thing
Push notifications, email alerts, and in-app messages keep your team informed without you having to chase them.
Push Notifications
Instant alerts sent to team members' phones and desktops — no app download required. Works in the browser and on installed PWA.
Automatic Email Notifications
Customers automatically receive booking confirmations, job updates, invoice deliveries, payment receipts, and portal invitations.
Team Job Alerts
Team members are automatically notified when they're assigned to a job, when it's rescheduled, and when a payment comes in.
Microsoft 365 Email Support
Send emails from your own Microsoft 365 / Outlook address using a secure connection — keeping everything on brand.
Your Business In Your Pocket
Job Manager works on every device — and installs like a proper app on your phone without going near the App Store.
- iPhone & iPad — install from Safari
- Android phone & tablet — install from Chrome
- Windows desktop & tablet — install from Edge
- No App Store, no Google Play — just your browser
- Looks and feels like a native app once installed
- Full GPS tracking, push notifications and payment links on the go
Built on a secure, reliable platform
Ready to see it for yourself?
Start your 30-day free trial. No credit card required. No long-term commitment.
Questions? Get in touch — we're happy to walk you through it.