Job Management

Every job under control, from lead to retention.

Track each job from lead to completion with its schedule, check-ins, time, materials, assets, reports, safety documents, quotes, variations, invoices and costs in one place, and see whether it made money before it closes.

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End to end

Lead, quote, schedule, do the work and invoice, all on one job.

Live profitability

Budget against actual cost by category, with projected profit and margin.

All the paperwork

Reports, attachments, SWMS, permits and purchase orders on the job they belong to.

How it works

Everything about a job, on the job

A fire job is rarely just the work: there are inductions, permits, variations, retention and a completion report. They all live on the job page.

Lead to completed

Jobs move through lead, quoted, active, on hold, completed and cancelled. An approved quote promotes a lead to active, and the job keeps its quotes, variations and invoices together.

Statuses

Six clear stages, so the board means the same thing to everyone.

Activity

A running history of what has happened on the job.

Notes

Notes kept with the job, not in someone’s inbox.

FAQs

Frequently asked questions

Yes. Set a budget by category and the job shows revenue, cost, profit and margin as costs come in, with the variance on the completion report.

Additional quotes on a job are tracked as variations, and retention is recorded with its cap and the end of the defects liability period.

Yes. Each job has a QR code workers scan to check in, and the check-ins show on the job.

On the job: SWMS with their sign status, permits, Take 5s and hazards.

Explore more

Data Feed Inbox Service Contracts AFSS Compliance Asset Management Asset Register Import Scheduling & Dispatch

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