STATUS BOARD
See all of your jobs at a glance
See the state of your jobs and business at a glance using our colour-coded dashboard. Forget bottlenecks - you’ll know at a glance what needs to be prioritised so you can get the job done and get paid.
✅ Group jobs by status
✅ Traffic-light priority system
✅ See revenue contained in each column
JOB CARDS
Everything related to a job in one place
Create job cards with ease. Add a new customer or choose a previous customer to get going in an instant. Assign the job to a team member and they’ll be notified instantly.
✅ Photos, Notes and History
✅ Job Scope and Directions
✅ Supplier Documents
✅ Financial Reporting
JOB PHASES
Break bigger jobs down into milestones
Build jobs in sections to make managing costs, progress, job scope and invoicing easier.
✅ Invoice in sections
✅ Track the progress of each visit
✅ Assign different teams to each visit
VARIATIONS
Track variations inside the job card
Make a change order or add a variation to a job in an instant. Any additions stay linked to the parent job, making it simple to invoice when the work is done.
✅ Only track approved variations
✅ Easily include in final invoice
✅ Customers can approve from email
Every job is easily managed and can be traced back when required by clients. If all information is loaded on to each job, it makes life so easy to manage, service, and invoice all at the click of a mouse
Accounting Integrations
We work with accounting software including Xero and MYOB to make sure your financial information goes to the right place.
Free Training & Support
We offer free lifetime training and support to make sure you and your team are comfortable managing jobs in Fergus, at no extra cost.