From first enquiry to paid invoice, in one place
No more jobs on scraps of paper, quotes lost in WhatsApp or invoices sent days late. Click through one job below, the same way our office handles it. Example data: the customer, address and engineers are made up.
JOB-1042
Leaking radiator valve
- Customer
- Mrs A. Sample (example)
- Address
- 14 Example Street, Glasgow G41
- Phone
- 0141 496 0456
- Source
- Website quote form
- Engineer
- Not assigned
- Appointment
- Not booked
Job history
From our own businesses
- Live One of our businesses manages 616 invoices in our invoicing system (March 2025 to November 2026), 584 marked paid. Most older ones were imported when we moved to it.
- Live Invoices are emailed straight from the system with bank details on them, plus a card payment link when we switch it on for that invoice.
- Live Subcontractor applications, with insurance and ID documents stored privately, come into the same system.
The board above uses made-up example jobs. Our real system holds real customer details, so we don't show it publicly; we're happy to walk you through it on a call.