JobNote

What JobNote does

Everything below is built and working today. Things we haven't built yet are on the roadmap, not here.

On the phone

  • Your jobsYour open jobs with the customer and address, and the notes on each job. Change the status as you go.
  • On-site clockTap in, tap out. Or put the hours in by hand.
  • Parts and materialsPick from your price list, or book out something you bought, with the cost and where from.
  • Quote on sitePrice it in front of the customer and send them the quote there and then. Or start the job straight away.
  • New customers and jobsTake on a job on the spot without ringing the office.
  • Service recordsChecklists, readings, photos and the customer's signature.
  • Invoice the jobIf the firm allows it, the engineer can invoice from the phone.
More about the phone app
Jobs list
On-site clock
Service checklist

In the office

  • Customers and sitesA customer can have several addresses. Import your existing list from a spreadsheet.
  • Jobs and job costingLabour at each engineer's rate, parts with cost and sell price, and the quote next to what's been booked.
  • QuotesThe customer accepts or declines online. An accepted quote becomes a job in one click.
  • InvoicesFrom a job or from scratch, with VAT if you're registered and your bank details for payment.
  • Price listYour materials with cost and sell prices. Import it from a spreadsheet.
  • TeamOwner, office and engineer logins. Engineers use the phone app and can't get into the office screens.
  • ServicingEquipment, service intervals, what's due, checklists and every record.
More about quotes and invoices
A job in the JobNote office screen with costs and parts

For your customers

Quotes they can accept

A link to a clear quote with an accept and a decline button. You see the answer straight away.

Quotes and invoices

Records with a PIN

Each service record has its own link and PIN to send the customer. It shows the checks, readings, photos and signature.

Service records

Their own login

Give a customer a login and they see all their equipment, every service and the certificates you've attached.

Customer portal

Set it up yourself

No onboarding calls and no setup fee. A short "Getting started" list walks you through it, and ticks each step off when it's done.

  • Company details, logo and bank detailsSo your quotes and invoices look like yours.
  • Import from a spreadsheetCustomers, price list and equipment, from Excel or CSV. Importing the same file twice doesn't make duplicates.
  • Put the app on your phoneScan a QR code and add it to your home screen. It works on iPhone and Android.

Try it on your next job

Free for everyone during the beta. Signing up takes a minute: your name, your company, an email and a password.

Start free