The Job Planner

The whole platform

Everything from enquiry to invoice — and the admin done for you.

The Job Planner runs the full field-service loop: capture the job, schedule the visit, support the engineer on site, document the work, and get paid. AI is woven through every step — not bolted on as a paid extra.

The loop, end to end

Six stages every job moves through. Tap a stage to see what's inside — or let the tour walk you round.

Follow a job

From enquiry to paid invoice

01
Capture
02
Quote
03
Schedule
04
Attend
05
Document
06
Get paid

01Capture

An email, voicemail or web enquiry becomes a clean, structured job — automatically.

  • AI intake

    Paste or forward an email, voicemail transcript or web enquiry. The job is read and drafted for you — customer, site, fault, priority and asset hint — ready to dispatch. Urgency cues like “no heat”, “leak” or “no power” push the priority up automatically.

  • Customers, sites & assets

    Every job hangs off a customer → site → asset tree, so history follows the boiler, AC unit or fire panel — not just the address.

  • One source of truth

    Phone, email and web enquiries all land in the same place with a clean reference, so nothing lives on a notepad in a van.

Included, not paywalled

Six places AI does the admin

Most field-service tools sell AI as separate add-ons. Here it's part of how the product works, and every job already passes through it.

Intake → job

Unstructured message in, structured job out.

First-time-fix brief

Site & asset history distilled into a pre-visit plan.

Customer report

Engineer's shorthand rewritten for the customer.

Quote drafting

Itemised estimates from a plain-English description.

Compliance gap scan

Flags assets overdue or expiring within 60 days, with a plain summary of the risk.

Day optimiser

Orders the day's visits by priority and geography.

Built for the field

Works in the plant room, the basement and the dead spot

The engineer's app installs to the home screen like a native app. Visits, job sheets and certificates all work without a connection — anything captured offline is held safely on the device and synced automatically when signal returns, with a banner showing what's still pending. Nobody loses a sheet because a site had no bars.

On the device, in the field

  • Installable. Add to home screen; opens full-screen, no browser chrome.
  • Offline job sheets. Complete and save with zero signal.
  • Auto-sync. Queued work flushes the moment you're back online.
  • Nothing lost. A later server update is preserved, the incoming copy flagged — never silently overwritten.

Stay on the right side of the auditor

Compliance & certificates

Certificate register

Every certificate you've issued, in one searchable place, linked to its asset.

Issue on the job

Gas Safety, F-Gas, Minor Works or Service — raised against the appliance with the engineer's sign-off.

Printable record

A clean certificate page; Print → Save as PDF to send or file.

AI gap scan

Flags assets overdue or due within 60 days before the customer — or the auditor — does.

The model that changes the maths

You only pay for field engineers

Schedulers, finance and admin log in free. Most tools bill every seat — so growing your office grows your bill. Here the price follows the people who generate the revenue, and AI is in the box.

Simple, public pricing

  • Solo (1 engineer)£45/mo
  • 2–10 engineers£30/engineer
  • 11+ engineers£24/engineer above 10
  • Office / admin seatsFree

Annual billing is two months free. Monthly or annual, no contract.

Runs your back office too

Team, billing, accounting & stock

Team

Add office staff and engineers, set skills, and choose who counts as a billable field engineer.

Billing

Seat count and Stripe total follow your engineers automatically. Monthly or annual (two months free), no contract.

Accounting

One-click CSV export of invoices that imports straight into Xero, QuickBooks or Sage — no integration to set up. A connection record is ready for direct OAuth when you want it.

Parts & stock

A simple catalogue with cost, price and quantity to keep materials straight.

Switch the admin off.

Start a 14-day trial — no card. Office seats free, AI included, migrate your data in for free.