Job management for trade businesses
Run the whole job.
From the first call to the paid invoice. The office and the van, finally in sync.
Running Beavis & Bartels and RPGS every day.
Beavis & Bartels
From the call to the cash.
One job, one record, start to finish. Nothing typed twice.
- Step 1 Quote Priced from your supplier and accepted online.
- Step 2 Schedule Dragged onto the right technician’s day.
- Step 3 Do the work Forms, photos and parts, captured on site.
- Step 4 Invoice Built from the job, sent to your accounts.
- Step 5 Get paid Payments come back from Xero.
In the office
Every job, on one screen.
Quote it, schedule it, order the parts, invoice it. Drag work onto your technicians' days and watch it happen.
On site
The ute is the office now.
Today's jobs, the clock, the photos, the safety forms and the customer's signature. All on the phone in their pocket, and back at the office before they've packed up.
GPS tracking
Every van. Live.
Vehicle trackers and the field app put your whole crew on the dispatch map, so the next job goes to whoever's closest.
AI that does the typing
Less admin. Not less control.
JobbSync reads, drafts and tidies. A person always checks before anything is booked, costed or billed.
Emails become jobs
Connect your Microsoft 365 inbox. Work orders are read, duplicates held back, and each one becomes a draft job with the lines from the purchase order.
Supplier bills read themselves
Drop a PDF onto the job. Supplier, ABN, lines, freight and GST are read off it, matched to the order, and wait for a person to confirm.
Spoken job reports
Technicians talk through the job. It becomes a structured report they check before it saves.
Proposals in your voice
Rewrite a scope of works or turn a quote into a proposal. The AI never sees a price and adds no facts.
The right technician, ranked
Drive time, workload, free time and the licences the job needs, weighed for every job that needs dispatching.
Ask Claude about your business
Book jobs and ask questions from Claude. It can only do what the person who connected it is allowed to do.
Safety and compliance
Compliance that doesn't rely on memory.
The system won't let the important things slide.
- A JSA before every jobWork cannot start in the field app until it is signed.
- SWMS, forms and toolbox talksBuild forms yourself, even from an existing PDF. Completed forms come back as PDFs on the job.
- Incidents that get closed outCorrective actions are required before a report can close.
- Plant and test-and-tagServicing, calibration, QR labels, tool check-in and check-out.
- Subcontractor insuranceA work order cannot go to a subcontractor whose cover has lapsed.
Everything else. Already in there.
Not a scheduling app with add-ons. The whole business, in one system your office and crew share.
Quotes and proposals
Price from the catalogue or a pre-built kit with your markup rules, then send an itemised quote or a proposal written in your voice. Accepted online.
Scheduling
Day, week and month boards, a needing-dispatch queue, multi-day jobs, variations the customer approves online.
Purchasing
Purchase orders with approvals, deliveries received in the office or on site, ordered against received against invoiced.
Stock
Warehouses, vans and sites, stock takes, a reorder list and variance reports.
Invoicing
Deposits, progress claims, retentions and final invoices. Credit notes, statements, automatic overdue reminders, card payments.
Timesheets, leave and rosters
Hours from the jobs and phone check-ins, public-holiday overtime, approvals, and payroll export.
Maintenance contracts
Asset registers with readings and faults, a planner that books jobs as assets fall due, response times and service levels.
Rebates
Track rebate agreements and claims, and see brands you spend with but have no rebate on yet.
Reports that add up
Work in progress, job and cost-centre profit, P&L, cash flow, BAS summary, productivity. Every figure explains how it is calculated.
Customer portal
Customers sign in with an emailed link and see their jobs, quotes, invoices, photos and forms, and request work.
Many companies, one login
Switch company from one drop-down, a group view for the executive team, linked companies sharing kits.
Secure by default
Password plus passkey for everyone, permissions and approval limits by role, a full audit log, nothing ever hard-deleted.