Enquiries in. Jobs out. No typing.
Paste an email, voicemail transcript or web enquiry and The Job Planner drafts the job — title, fault, priority, type — and matches the customer and site against your records, or creates them.
Without it
- Copying names, addresses and fault descriptions out of emails into your system
- Urgent jobs sitting unnoticed because the priority was never set
- The same customer created three times with three spellings
With The Job Planner
Seconds, not minutes
The job is drafted for you; you check it and press create.
Nothing urgent slips
No heating or hot water, leaks, a gas smell or no power push the priority up, and every job gets a respond-by time.
Clean records
Customers and sites are matched by name, email, phone and postcode before anything new is created.
What's inside
Any enquiry format
Emails, voicemail transcripts, website form text, a message forwarded from WhatsApp — if it's words, it can become a job.
Customer → site → asset
Every job hangs off the right customer, site and (optionally) asset, so history follows the boiler or AC unit, not just the address.
Respond-by times (SLA)
Each priority carries a default respond-by time — Emergency 4 hours, High 24, Medium 3 days, Low 7 — or set your own per job. Jobs past it are flagged on the dashboard.
First-time-fix brief
Before the visit, AI reads the site and asset history and suggests the likely cause, what to check first and which parts to bring.
3 steps
- 1Paste the enquiry into Log a job
- 2Check the drafted job, customer and site
- 3Create it — assign an engineer now or later
What if the AI gets something wrong?
Nothing is saved until you press create, and every field is editable. You're always in charge.
Is AI extra?
No. Every plan includes a monthly allowance of AI actions that covers normal use.
Works hand in hand with
See it with your own jobs.
14-day free trial · no card · every feature switched on.