Know how the business is really doing.
Cash taken versus invoiced, quote win rate, time to get paid, first-time fix, SLA performance and engineer utilisation — and every record exportable, always.
Without it
- Guessing at month-end how the month went
- Your data held hostage when you want to leave
- Reports that need a consultant to build
With The Job Planner
The key numbers
Cash taken, invoiced, quote win rate, average time to get paid, first-time fix and jobs completed within SLA.
Per engineer
Visits done, jobs completed and hours on site.
Yours to take
Invoice CSV (Xero-ready) and a full JSON archive of everything, any time.
What's inside
Dashboard at a glance
Open jobs, needs scheduling, quotes awaiting reply, completed-not-invoiced, owed to you and certificates due.
Payments by method
See how customers actually pay you.
Audit trail
Important actions are logged — who did what and when.
Delete means delete
Close your account from Settings and your data is removed.
3 steps
- 1Open Reports
- 2Pick the period
- 3Export whenever your bookkeeper asks
Can I get my data out if I leave?
Yes — a full export is one click from Settings, on every plan, with no exit fee.
Works hand in hand with
See it with your own jobs.
14-day free trial · no card · every feature switched on.