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Lead Capture

Every enquiry from your website, phone or email is captured and tracked until it's won or closed. Website contact forms automatically create jobs in JobFlow with no manual entry.

  • Auto-creates jobs from website forms
  • Enquiries land in your New Leads view instantly
  • Follow-up tracking with visual indicators
  • Lead source and conversion analytics
Leads
New enquiries list with gone-cold tracking flagging unanswered leads

Quoting & Online Acceptance

Create quotes in two clicks from a template, with your price list built in. Send them via email or WhatsApp and let customers accept online with one click, no login, no app. See at a glance which quotes have gone quiet.

  • One-click online acceptance (no login needed)
  • Accept & Pay Deposit on quote acceptance
  • Send via email or WhatsApp
  • Amber and red indicators you configure flag quotes gone quiet

More on quoting

Quote · customer view
Customer view of a branded quote with online acceptance and deposit payment button

Job Scheduling

Drag-and-drop scheduling across day, week and month views. See your whole team's calendar at a glance, with a three-zone pipeline overview of every job and saved views for the lists you check daily.

  • Drag-and-drop calendar with team columns
  • Pipeline overview and saved views
  • Multi-visit support (quote, work and other visits)
  • Arrival windows and duration management
Calendar
Weekly job calendar with drag-and-drop scheduling across three staff members

Route Planning & Confirmation

Build a smart route for each day. Route ordering factors in customer availability, lunch breaks and waypoints, with real drive-time estimates. Confirm appointments with customers before the day via WhatsApp or email.

  • Smart route ordering in one click
  • Waypoints for material pickup and depot stops
  • Customer confirmation with arrival windows
  • Bulk WhatsApp confirmation for all route stops

More on route planning

Route planner
Route planner showing an optimised day of stops with drive times, a supplier collection waypoint and lunch break

Field Staff App

Your team's complete workday on their phone. See the day's route, check in on arrival and out on departure, send on-my-way messages with a live drive-time ETA, invoice on the spot and add notes or photos from the field.

  • My Day view with route progress
  • One-tap On My Way with live drive-time ETA
  • Check-in and check-out, timestamped automatically
  • Field billing (payment link, invoice or cash)
  • Comments, tasks, voice input and photo capture
Field app My Day view with the day's route, arrival times and job actions

Planned Versus Actual

A live board shows the day as it was planned beside how it actually ran, for today or any day in the past. Which jobs overran, what moved, who was held up. We couldn't find this anywhere else; the closest thing is spreadsheet-style reporting in enterprise platforms like ServiceTitan.

  • Today or any past day, side by side
  • Overruns and moved jobs flagged as they happen
  • Travel, on-site and over-estimate time separated
  • Answers “how did Tuesday go” in ten seconds
Live board
Live board comparing the day as planned against how it actually ran, with overruns highlighted

Extras Priced On Site

The customer asks for one more thing while your engineer is there. Add it to the job from your price list, capture that they agreed on site, and it lands on the invoice with the right VAT. No more free work you meant to charge for.

  • Priced from your own price list, VAT included
  • Customer-agreed captured against the job
  • A note explaining why, kept on the record
  • Flows straight onto the invoice
Add extra
An extra added to a job from the price list and carried onto the invoice

WhatsApp & Customer Notifications

Keep customers informed at every step via WhatsApp or email. Appointment reminders, booking confirmations, on-my-way alerts, payment requests and quote notifications. Connect your WhatsApp Business account once and customers confirm appointments with one tap.

  • One-tap Confirm buttons on reminders (via your WhatsApp Business account)
  • Appointment and payment reminders, sent automatically
  • On-my-way alerts with live ETA
  • Read customer replies right in JobFlow
WhatsApp booking confirmation with one-tap Confirm and Reschedule buttons

Invoicing & Payments

Get paid the same day. Field staff send a payment link, email the invoice or mark as paid on the spot. Customers pay by card or Revolut at checkout, and the invoice status updates itself the moment they do. Automated reminders chase up late payers for you.

  • Field billing from mobile
  • Stripe payment links and Revolut Pay
  • Auto-invoicing on job completion
  • Automated payment reminders
  • Full Irish VAT support

More on invoicing

Invoice
Invoice with payment link and automatically updated Paid status

Customer & Contact Management

A complete view of every customer with their properties, jobs, invoices and dedicated contacts. The appointment message goes to the tenant on site; the invoice goes to the property manager, automatically.

  • Full customer and property profiles
  • Dedicated contacts with notification routing
  • Contact tracking (untouched, awaiting reply, follow-up)
  • Site availability windows and access instructions
Customer
Customer profile with contacts, property details and job history

Documents & Deliverables

Attach certificates, reports and photos to every job. Set up named deliverable types with email templates and track which documents have been sent. One-click send to the right contact.

  • Named deliverable types with templates
  • One-click send with delivery tracking
  • Photo and certificate attachments
  • At-a-glance status (sent, outstanding)
Deliverables
Electrical job with an EV-charger job type and its certificate checklist

Care Plans & Service Agreements

Turn one-off customers into plan customers. Define plan tiers, bill seasonally or smoothed across the year, and let plan invoices raise themselves. Plan visits schedule themselves, capped by what the plan includes.

  • Seasonal billing with a live payment preview
  • Plan invoices raise themselves each period
  • A personal plan page for every customer, no login
  • Renewal reminders with the price stated up front
  • Import your existing plan book from a spreadsheet
Care Plans
Care Plan editor with seasonal months selected and live billing preview

Recurring Jobs

Set up recurring schedules for maintenance contracts, regular cleans, pest control visits or any repeating work. Jobs are auto-generated ahead of time so nothing falls through the cracks.

  • Daily, weekly, fortnightly, monthly, quarterly, yearly
  • Auto-generates upcoming jobs and visits
  • Configurable generation horizon
  • Works with route planning and invoicing
Recurring
Recurring job schedule with frequency and bank-holiday handling

Timesheets & Leave

Weekly timesheets your staff submit and you approve, on a 15-minute grid. Irish statutory leave accrues automatically at 8% of hours worked, and Irish public holidays are built in.

  • Weekly submit and approve on a 15-minute grid
  • Irish statutory leave accrual (8% of hours)
  • Leave and public-holiday management
  • Payroll and leave-accrual reports
  • Per-staff scorecards, one click to any staff member's numbers
Timesheets
Weekly timesheet grid awaiting approval

Reporting & Accountancy

Customisable dashboards show the metrics that matter. Plus the accountancy reports your accountant actually asks for: Sales Register, VAT Summary, Aged Debtors, Payment Collections, Credit Notes, and the RTD data export (your annual net sales by VAT rate, for the Return of Trading Details, the annual VAT breakdown every VAT-registered business in Ireland has to file). Download export files ready for Xero or Sage, or take the five-report Accountant Pack as one ZIP.

  • Customisable dashboard with 30+ widgets
  • Five reports bundled in the one-click Accountant Pack
  • RTD data export, downloaded on its own
  • Export files ready for Xero and Sage
Reports
Accountancy reports with RTD export, Xero and Sage files and one-click Accountant Pack

Partner Portal

Give your B2B partners a live portal they can check any time. Property managers, agencies and facilities companies submit jobs, one at a time or a whole spreadsheet, and see status without ringing your office. Batch invoice partners monthly.

  • Single and bulk spreadsheet job submission
  • Live job status whenever partners check
  • Consolidated monthly invoicing with PDF download
  • One-click passwordless partner invites
Partner portal
Partner portal where B2B clients submit and track their own jobs

Built for Ireland

Not a US product with a euro sign bolted on. Irish addresses, Irish VAT, Irish holidays and Irish energy-upgrade work are in the product's bones.

  • Eircode lookup on every address field
  • The five Irish VAT rates (23 / 13.5 / 9 / 0 / exempt)
  • RTD export for the annual Revenue return
  • Irish public holidays and statutory leave built in
  • Partner intake and deliverables tracking for SEAI work
Eircode
Eircode lookup filling an Irish address automatically

And there's more: tasks, board view, saved views, custom fields, job templates, migration import with one-click rollback, credit notes, audit trail, voice input and Jo, the built-in AI help assistant.

See all features

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