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The Job Planner
Brightwater Heating & Electrical
Work
  • Dashboard
  • Jobs
  • Schedule
  • Dispatch map
  • Ask your business
  • Contracts
People & places
  • Customers
  • Sites
  • Assets
  • Timesheets
Money
  • Quotes
  • Invoices
  • Parts & stock
  • Purchasing
  • Reports
Compliance
  • Certificates
  • Forms
Account
  • Settings
Field
My day
My day
Sam Brightwater
Owner
The Job Planner Log a job
Tour · 1 of 6

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Tuesday 29 September

Afternoon, Sam.

Log a jobNew quote
Getting set up

2 steps to a working setup

  • ✓Add your company detailsAddress, VAT and bank details appear on quotes and invoices.
  • Add your first customerOr import from Joblogic / a spreadsheet.
  • Log a jobPaste an email and let AI draft it.
  • ✓Invite an engineerThey get the field app; office seats stay free.
✓

Needs you today

Nothing waiting on you. Money's being chased, certificates are covered, quotes are fresh.

0
Open jobs
0
Need scheduling
0
Quotes awaiting reply
0
Completed, not invoiced
£0.00
Owed to you
£0.00
Taken this month
0
Certificates due ≤60d
0
Stock lines below minimum

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