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Jobmate Lite

For Sole Traders

You’re not organising a huge team. You don’t have a million and one jobs to track. But you DO need a faster and more effective way to process your paperwork and organise your time.

The fewer people on your team, the more work you need to do yourself. So let’s keep the paperwork down so you can benefit directly from your expertise.

Jobmate Lite has you covered. From enquiries, quotes, invoices and expenses, now you can see everything up front & set the right action in motion.

Jobmate Pro

For Small and Large SMEs

You have plenty of people on your team, your customer base is broad, and you may operate from multiple locations and manage stock. So you’ll need more management clout to keep things running smoothly.

When you organise your schedules from a single dedicated platform, everyone works together more effectively. This way, your customers come first – and they know it.

Jobmate Pro has your back with a range of powerful tools to match the scale of your enterprise and prepare you for future growth and success.

Jobmate Enterprise

For Large SMEs Who Need Customisation

You have plenty of people on your team, your customer base is broad, and you may operate from multiple locations, manage stock or run fleets. So you’ll need more management clout to keep things running smoothly.

When you organise your schedules from a single dedicated platform, everyone works together more effectively. This way, your customers come first – and they know it.

Jobmate Enterprise has your back with a range of powerful tools to match the scale of your enterprise and prepare you for future growth and success, with the ability to add custom features.

	Lite	Pro	Enterprise
Quotes & Estimates
Select Customer from Database Select a customer from your database and quickly and easily assign them to your quote. Option to add a new customer.
Select Address from Database Select an address from your selected customer and quickly and easily assign it to your quote. Option to add a new address.
Subcontractors Send your quote to a subcontractor for their approval.
Notes Option to add notes to a quote.
Items Add items to a job, automatically updating our inventory depending on the amount added.
Global Job Rate Will automatically assign your rate to a quote and multiply it by the expected hours, to calculate the total cost of your labour.
Job Management
Diary Planning Send job details to your personal email address and add it to your personal diary i.e., ical or google calendar etc.
Drag & Drop Planner Add a job to your planner and have the ability to drag to schedule for a different time or assign it to another employee.
Filter Jobs Filter jobs in the planner by planned or unplanned.
Notifications In system notifications are sent to keep you informed every step of the way
Repeat Jobs Ability to create repeat jobs that can be given an end date
Invoicing Quickly create an invoice to send to your customer. An invoice will be sent directly from the system allowing you to get paid quicker.
Inventory Management
Suppliers Create a database of suppliers and any relevant information such as email addresses, names, contact information and addresses.
Warehouses Create a list of warehouses that can be used to clearly show where your stock may be kept.
Stock Levels Keep track of all your stock levels.
Minimum Quantities Never run out of stock again. Once you reach your minimum quantity, you will be notified within the system.
Purchase Orders Manage your stock levels efficiently. Easily send off purchase orders to your suppliers and receive stock just as easily.
Customer Management
Customer Database Create a customer database that contains names, phone numbers, addresses and email addresses.
Review Undertaken Work Review all work undertaken or quoted against a customer, including invoicing etc.
Categorise Customers Categorised customers against locations, type etc.
Contract Agreements List service contract agreements and service terms for appliances or equipment (auto service date reminders in-app notifications).
Communications Subscribers can send communications (marketing) to their customers through this feature filtered by type.
Expenses
Capture Expenses Expenses can be collected through the job, electronically taking photo receipts.
Mile Re-Verification Mile re-verification through google maps on journeys claimed.
Captured Mileage Mileage is captured for reclaim against vehicle type, capacity, fuel type, and tax rate for the PPM/KM applicable.
Automatic Calculation Automatically calculates mile depending on the start and end addresses you put in.
Multiple Expense Types Jobmate offer a range of different type of expenses from mileage to food.
Additional
Attachments Add attachments like receipts, images of work done etc.
Mobile App Get the all-powerful jobmate software on your phone.
Reporting Multiple in-depth reports keep your business in shape.
Audit Log See exactly what is happening within your app.
Contact & Support Contact via live chat, phone, or email.
Training Get a 1 on 1 training session.
Custom Features Get a 1 on 1 training session.
	Free Trial	Free Trial	Free Trial