One record per job, with every visit and note attached to it
The job is the spine. What was quoted, what was agreed, who attended, what they found, what was billed — all on one record instead of scattered across a calendar, an inbox, and somebody’s memory.
- Mondone
Strip and dispose
Crew A · 2 staff
- Tuedone
Install run 1
Crew A · 2 staff
- Wedon site
Install run 2
Crew A · 2 staff
- Thuscheduled
Finish and sign-off
Crew A · 1 staff
Illustrative — sample data
Multi-visit work
A job can be one stop or fifteen across three weeks
Field-service work does not fit in a calendar entry. A job holds the scope; visits hold the times you attend. Bill it per visit or on completion — the record is the same either way.
Full history
What was quoted, what was done, and who did it
When a customer rings in eight months about work you barely remember, the record answers before you have finished apologising for the pause.
- Quote approved · $9,4002 Mar
- Agreement signed2 Mar
- Materials allocated4 Mar
- Visits 1–3 complete6–8 Mar
- Invoice raised9 Mar
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Jobs & Visits.
Set up your first crew, route, and quote today. Bring the clipboard if you must.
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