Every job in one place, from the first call to sign-off

Jobs

Pick the client and the job type, start typing the address and pick it from the list, and book the first visit. Everything about the job stays on the job.

• Several visits per job, like rough-in and fit-off
• Notes, photos, quotes, invoices and certificates in one place

Watch how it works

Say the job

On the phone with a customer? Tap Say the job and talk: who it is, their number, the address, what's needed and when. The new job is filled in for you to check.

• Finds the client you already have from their number or name
• Nothing is made until you tap Create job

Job badges and message templates

Mark a job Urgent, Waiting on parts or Builder job so the list is easy to scan, and write your texts the way you'd say them.

• Badges show on the jobs list
• On my way, reminders and Autopilot use your wording
• Drag a visit to another day and the customer's text is ready

Watch how it works

Map and route

Today's jobs in the shortest order, ready to open as stops in your maps app. Or see the week, or everything still open, on one map with numbered pins.

• "You're already near there" when you book a visit
• Business kilometres for tax time, with a CSV
• Jobs missing an address listed so you can fix them

Watch how it works

Checklists and photo markup

Tick-off lists for the jobs you do every week, and draw on job photos to show exactly what you mean.

• Starter lists for switchboards, new circuits, smoke alarms, EV chargers and more
• Save your own lists and reuse them
• Arrows, boxes and notes on any photo

Watch how it works

Job photos and files

Before and after photos, switchboards and plans stay with the job, stored privately for your business.

• Snap straight from your phone
• Add captions
• PDFs and plans too

Watch how it works

Customer sign-off

When the work's done, the customer signs on your phone. The signature is kept with the job, and the invoice can go straight after.

• Signed on screen, on site
• Stored with the date and time
• No arguments later about what was finished

Watch how it works

Works with no signal

In a roof space or a basement with no signal? Today's and tomorrow's jobs, and the jobs you've opened lately, are saved on your phone and still open.

• Take photos, write job notes, tick checklists and clock on and off
• Certificate test results and the customer's sign-off too
• It all sends itself, in order, when you're back in signal
• Quotes, invoices and Max still need signal

Watch how it works

Scan a document onto the job

Signed forms, delivery dockets, a hand-drawn board schedule: tap Scan document, take the pages and they're saved on the job as one PDF.

• Up to 20 pages, put in order, turned or removed
• Black and white for a clean scan, or colour for plans
• Works in the browser and the phone app

Your own forms

Build the forms your business uses, like a site induction or a builder's handover, and fill them in on the job on your phone.

• Text, yes/no/N/A, ticks, numbers, dates, choices, photos and a signature
• Mark a form required and the job can't be completed until it's done
• A PDF of every finished form, kept in your compliance records
• Fill them in with no signal

A Dashboard that tells you what's next

Owners and office see today's crew, what needs them in order and the money at a glance. Tradies see their own day, in order, with no money anywhere.

• Overdue invoices with a one-tap Chase
• Quotes to check, enquiries and jobs done but not invoiced
• My day for tradies: drive times between stops and Start pre-start

Pre-start and completion checks

A short pre-start before you touch anything and a completion check when you finish, with before and after photos that keep where and when they were taken.

• Test before you touch, isolation, hazards, PPE and the asbestos question
• Any live work? The live-work record is filled in on the spot
• The job can't be completed or invoiced until they're done (your setting)
• Works with no signal