The Job Planner turns an enquiry into a job, a job into a quote, a quote into a visit, and a visit into a signed certificate and a paid invoice — with AI doing the typing at every step.
Quotes, job sheets and invoices typed up after a full day on the tools.
Invoices go out days late, then you chase by text for weeks.
Gas safety and service dates in a drawer, a diary, or nowhere.
An email, voicemail or web enquiry becomes a clean job — with the customer and site matched or created.
Paste an email, voicemail transcript or web enquiry. The job is drafted — title, fault, priority, type — and the customer and site are matched against your records or created for you. Urgency cues push the priority up automatically.
Every job hangs off a customer → site → asset tree, so history follows the boiler, AC unit or fire panel — not just the address.
Every job gets a respond-by time from its priority (or your own), so nothing slips quietly past.
Planned maintenance, a customer portal, stock and AI aren't upgrades here. Pick a feature to see it in detail.
Paste an email or enquiry — get a clean job with the customer and site matched.
Learn more →AI-drafted, VAT-correct quotes customers accept online with a signature.
Learn more →A drag-and-drop board per engineer, clash checks and an AI route order.
Learn more →An installable engineer app that keeps working with no signal.
Learn more →Structured CP12, F-Gas, Minor Works and service records with renewal reminders.
Learn more →VAT-correct invoices from the job, card payment by link and automatic chasing.
Learn more →Service contracts that create their own jobs ahead of time, every cycle.
Learn more →One private link where customers see jobs, quotes, invoices and certificates.
Learn more →A parts catalogue with stock levels that go down when parts are used.
Learn more →The numbers that matter, plus exports of everything, whenever you want.
Learn more →Bring customers, sites, assets and service dates across in an afternoon — or we'll do it free.
See the offer →Office staff are free. £45/month if it's just you. £24 for every engineer over 10. Every feature included, no contract.
Prices exclude VAT. Annual billing gets 2 months free.
The field app is deliberately simple: today's visits, big buttons for On my way → Arrived → Leave site, the job sheet, photos and a signature. It installs from a link, works with no signal, and engineers never see the office menus or the money.
If you can send an email you can run it. You can import your customers from a spreadsheet or Joblogic, and there's a four-step setup checklist on your dashboard.
No. Every plan includes a monthly allowance of AI actions that covers normal use — job intake, quote drafting, briefs, customer reports, route order and compliance scans. Nothing is saved until you've checked it.
Start now and set up at your own pace. If you're switching from Joblogic, tell us your contract end date and your trial stretches to meet it (up to 90 days) — we'll even do the data import for you.
No. Pay monthly (or annually for 2 months free), cancel from the billing portal whenever you like, and take all your data with you.
No timesheets, purchase orders, vehicle tracking or live Xero sync yet (invoices export as a Xero-ready CSV). The field app installs from the browser rather than the app stores.
Something else? Use the Ask a question button — it answers instantly.
Set up in an afternoon, import your customers, invite your engineers. Try everything free for 14 days — no card, no sales call.
