The complete list of everything JobFlow can do, beyond the core features on the main features page.
Anyone on the team logs a spend with a photo of the receipt. The VAT is split out, own-money spends wait for a manager's approval and a paid-back tick, and the Expenses report shows what you can claim back.
Once a job is paid and everything for the customer has gone, it closes itself a week later, quietly. A follow-up date keeps any job open as long as you need it.
A visit that passed without being finished asks the question: yes, mark it complete, or no, rebook it. Nothing sits in the calendar pretending to be done.
Create tasks on any job, assign them to team members with due dates, and track completion. View all your tasks or delegated tasks from a central page.
Mention colleagues in comments and task descriptions. They get instant notifications. A central inbox shows mentions, task updates, quote acceptances and payment confirmations.
Every job grouped by what happens next: needs action, waiting on others, on site now, booked and done this week. One glance tells you where the week stands; click through to any job.
Save your most-used filter combinations as named views. Switch between them instantly. System views like 'New leads' are built in.
Add industry-specific data fields to your jobs. Configure them once in settings and they appear on every job, including the field staff app.
Create reusable templates with pre-set line items and pricing for your common job types. Fixed, variable and hourly rate pricing supported.
Import customers, sites and jobs from CSV or Excel. Smart duplicate detection, field mapping wizard and one-click rollback if anything's off.
Flip one switch and the invoice goes out with the booking confirmation. Regular work can bill once a month instead, raised on the 1st for last month's visits.
Set weekly availability windows per customer site. Scheduling and route planning respect these windows so you only book visits when customers are available.
Set a follow-up on any job and say who has the next move; the job reads On hold until that date. Every quote gets a chase date, and Log contact records each call and its outcome.
Accept deposits or full payment before the job starts. Track deposit vs full payment and handle prepaid jobs through to completion.
Field staff can price additional work on site using your price list. Track customer agreement and let the office review and approve extras.
Irish VAT rates built in. GDPR erasure anonymises a customer's personal data on request while keeping the financial records Irish tax law requires. Revenue-ready invoicing and Eircode address lookup.
Sage and Xero are both live two-way syncs: invoices, payments, deposits and credit notes go across, and payments recorded there come back. Sage 50 gets an export file, with Irish VAT rates mapped.
Cost prices on your price list, a cost per hour on labour, costs added against the job from the van with a photo of the receipt, and estimated and actual profit on every job with a profitability report across them all. Switch it on under Settings, then Money, then Costs & profit. Cost figures stay with admins and office staff.
When the materials on a quote pass the threshold in Revenue's two-thirds rule, JobFlow flags it on screen while the quote is still open. It warns, it never changes your VAT rate for you. Needs job costing switched on.
Jo, the built-in AI assistant, answers your team's questions about how to use JobFlow. Product help on hand whenever anyone gets stuck.
Point your existing website contact form at JobFlow and enquiries become jobs automatically. No Zapier, no new form widget. Configurable field extraction with sender verification.
Get access to JobFlow and start managing your jobs in minutes. 14-day free trial. Card required, cancel anytime, no contracts.
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