The Job Planner
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Features
AI job intakeQuotes & online acceptanceScheduling & dispatchField app (works offline)Certificates & complianceInvoicing & getting paidPlanned maintenance (PPM)Customer portalParts & van stockReports & your data
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Features › Quotes & online acceptance
Quotes & online acceptance

Quotes out the same day. Accepted from the sofa.

Describe the work in plain English and get itemised, priced lines at your rates. Send a branded link; the customer accepts with a finger signature and you're notified straight away.

Try it freeSee pricing

Without it

  • ✕Writing quotes at the kitchen table at 10pm
  • ✕Not knowing whether the customer even opened it
  • ✕Re-typing an accepted quote into a job and then an invoice

With The Job Planner

✓

Drafted in a minute

Lines are priced at your labour rate and matched to your parts catalogue — edit anything before it goes.

✓

Signed online

A private link shows a branded quote with Accept and Decline; acceptance records the name and a drawn signature.

✓

No re-keying

An accepted quote becomes a job in one click, and its lines flow onto the invoice.

The detail

What's inside

VAT done properly

Per-line VAT at 0%, 5% or 20%, with a VAT breakdown on the PDF — or no VAT at all if you're not registered.

Labour, materials and other lines

Mix labour, parts and sundries; parts can come straight from your catalogue at your sell price.

Branded PDF

Your logo, address, VAT number, terms and quote validity on every PDF.

Chase-free status

Draft, Sent, Accepted, Declined and Expired statuses at a glance on the quotes list.

How it works

3 steps

  1. 1Describe the job or build lines by hand
  2. 2Send the link by email
  3. 3Customer accepts and signs — convert to a job
Questions
Can I still write quotes myself?+

Of course — AI drafting is optional. Add, edit and reorder lines by hand whenever you like.

Do customers need an account?+

No. They open a private link, read the quote and accept or decline.

Works hand in hand with

AI job intake

Paste an email or enquiry — get a clean job with the customer and site matched.

Invoicing & getting paid

VAT-correct invoices from the job, card payment by link and automatic chasing.

Scheduling & dispatch

A drag-and-drop board per engineer, clash checks and an AI route order.

← All features

See it with your own jobs.

14-day free trial · no card · every feature switched on.

Start free trialSwitching from Joblogic?
The Job Planner

Job management for UK trades, where AI does the admin. Made in the North West.

Features
  • AI job intake
  • Quotes & online acceptance
  • Scheduling & dispatch
  • Field app (works offline)
  • Certificates & compliance
More
  • Invoicing & getting paid
  • Planned maintenance (PPM)
  • Customer portal
  • Parts & van stock
  • Reports & your data
Company
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  • Switch from Joblogic
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