Everything you need to run your jobs
From first enquiry to final invoice, JobFlow handles every step so you can focus on the work.
Lead Capture
Every enquiry from your website, phone or email is captured, assigned 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
- Automatic lead assignment
- Follow-up tracking with visual indicators
- Lead source and conversion analytics
Quoting & Online Acceptance
Create quotes from the office or on site. Send them via email or WhatsApp and let customers accept online with one click. No login required. Track which quotes need follow-up and resend revised versions when pricing changes.
- Online quote acceptance (no login needed)
- Send via email or WhatsApp
- Quote versioning and revision tracking
- Automatic follow-up when quotes go stale
Job Scheduling
Drag-and-drop scheduling across day, week and month views. See your whole team's calendar at a glance. Switch to board view for a visual pipeline of every job's status.
- Drag-and-drop calendar with team columns
- Board view (Kanban) for pipeline tracking
- Multi-visit support (quote, work, callback)
- Arrival windows and duration management
Route Planning & Confirmation
Build the most efficient day for your team. Smart route algorithms factor in customer availability, lunch breaks and waypoints. Confirm appointments with customers before the day via WhatsApp or email.
- One-click route optimisation
- Waypoints for material pickup and depot stops
- Customer confirmation with arrival windows
- Bulk WhatsApp confirmation for all route stops
Route planner - map view with optimised daily route and confirmations
Field Staff App
Your team's complete workday on their phone. See the day's route, start and complete jobs, send on-my-way notifications with live GPS 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 GPS ETA
- Field billing (payment link, invoice or cash)
- Comments, tasks and photo capture
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. Customers can respond with interactive buttons.
- WhatsApp Cloud API with interactive buttons
- Automated appointment and payment reminders
- On-my-way alerts with live ETA
- Route confirmation notifications
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. Automated reminders chase up late payers at 3, 7 and 14 days.
- Field billing from mobile
- Stripe payment links and Revolut Pay
- Auto-invoicing on job completion
- Automated payment reminders
- Full Irish VAT support
Customer & Contact Management
A complete view of every customer with their properties, jobs, invoices and dedicated contacts. Set up multiple contacts per site (tenant, keyholder, billing) and route notifications to the right person automatically.
- Full customer and property profiles
- Dedicated contacts with notification routing
- Contact tracking (untouched, awaiting reply, follow-up)
- Site availability windows and access instructions
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)
Reporting & Accountancy
Customisable dashboards show the metrics that matter. Plus 7 accountancy report types including Sales Register, VAT Summary and Aged Debtors. Export to Xero or Sage format, or download everything in one Accountant Pack ZIP.
- Customisable dashboard with 30+ widgets
- 7 accountancy reports (VAT, sales, debtors)
- One-click Accountant Pack export
- Xero and Sage CSV format support
Partner Portal
Give your B2B partners their own login to submit jobs and track status. Property managers, agencies and facilities companies get real-time visibility. Batch invoice partners monthly.
- Partner job submission and tracking
- Real-time status visibility
- Batch invoicing with PDF download
- Document sharing and access
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
And there's more
Tasks, board view, saved views, custom fields, bulk import, job templates, GDPR compliance and more.