Everything you need to run your jobs

Every open job shows where it's at and the one thing to do next, worked out for you: book the visit, chase the quote, raise the invoice. Open the job and the button that does it is right there. Nobody has to keep the whole board in their head.

• Status on every job: new enquiry, quote sent, to book, booked, work done
• One clear next step, coloured by whether it needs you
• The button that does it, on the job page
• Jobs close themselves a week after there's nothing left to do

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-ups, and a chase date on every quote
• Lead source and conversion analytics

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 →

Drag-and-drop scheduling across day, week and month views. See your whole team's calendar at a glance, with a board that groups every job by what happens next and saved views for the lists you check daily.

• Drag-and-drop calendar with team columns
• Board by next step, and saved views
• Multi-visit support (quote, work and other visits)
• Arrival windows and duration management

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 →

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
• Finish visit: checklist, time on site and a note for the office
• Field billing (payment link, invoice or cash)
• Expenses logged on the spot, with a photo of the receipt
• Comments, tasks, voice input and photo capture

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

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

Keep customers informed at every step via WhatsApp or email. Appointment reminders, booking confirmations, on-my-way alerts, payment requests and quote notifications. Every confirmation and reminder carries a link where the customer taps Confirm or asks for another time, with no setup. Connect your WhatsApp Business account and the buttons sit in the message itself.

• One-tap Confirm on every booking (a link, or buttons with WhatsApp Business)
• Payment reminders sent automatically, day-before reminders once you switch them on
• On-my-way alerts with live ETA
• Read customer replies right in JobFlow

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, Apple Pay, Google Pay or Revolut Pay on your own payment page, and the invoice status updates itself the moment they do. Automated reminders chase up late payers for you.

• Field billing from mobile
• Payment links to your own payment page
• Invoice automatically with the booking confirmation
• Automated payment reminders
• Full Irish VAT support

More on invoicing →

Anyone on the team logs what they spent, from the van or the office, with a photo of the receipt. JobFlow splits out the VAT and knows which spends you can claim it back on, managers approve anything paid out of someone's own pocket, and the Expenses report is ready for your accountant.

• Add an expense from the phone in seconds, receipt photo or PDF
• VAT you can claim back, worked out from what it was for
• Approve own-money spends, then mark them paid back
• Charge it to the customer with your markup, when you track costs

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
• Log contact and follow-ups on every job
• Site availability windows and access instructions

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)

Turn one-off customers into plan customers. One steady price every period, with the visits only in the months you work, and plan invoices that raise themselves. Plan visits schedule themselves, capped by what the plan includes.

• One price every month, visits only in the months you choose
• Plan invoices raise themselves each period
• A personal plan page for every customer, no login
• No renewal at a new price without 14 days' notice
• Late visits and ending plans flagged on Needs action

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
• Visits made two weeks ahead, every morning
• Works with route planning and invoicing

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

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). Sage and Xero both sync two way, and the five-report Accountant Pack comes as one ZIP.

• Customisable dashboard with 30+ widgets
• Five reports bundled in the one-click Accountant Pack
• RTD data export, downloaded on its own
• Two-way Sage and Xero sync

More on Xero and Sage →

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

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