Plan
Customer management and a customer portal for trades
Every quote, job and invoice on the customer's record, and a portal where they accept the work and pay for it.
- Quote, job and invoice history
- Multiple addresses
- Contract agreements and reminders
- Customer categories and communications
- The customer portal
On paper, then with jobmate
Three things that go wrong with customers in a spreadsheet
- 01On paper
The customer rings about a job from last spring. Somebody searches three inboxes for the quote and the invoice.
With jobmateThe customer profile holds the detailed quote, job and invoice history, from any device.
- 02On paper
The annual service is due. Nobody remembers until the customer rings to complain, or goes elsewhere.
With jobmateContract agreements carry the service terms and jobmate raises the service date reminders.
- 03On paper
The engineer cannot find the site. The postcode covers half a farm.
With jobmateCustomers are located with what3words, with multiple locations per customer and your choice of routing app.
The customer record
History, categories and contracts
Individual customer profiles with detailed quote, job and invoice history. Categorise customers, keep several locations for each, and set up contract agreements with service terms and automatic service date reminders. Send communications to customers filtered by type.
- One profileEverything you have quoted, done and invoiced for them.
- Contract agreementsService terms with automatic reminders when the next visit is due.
- CommunicationsA message to every customer of one type, from the record.
The portal
Where the customer says yes and pays
Communicate with your customers through the jobmate portal. They accept, negotiate or decline work and pay invoices online using the Stripe payment gateway, so the quote that was accepted is the one on the record and the payment arrives without a phone call.
- Accept, negotiate or declineThe decision is on the record, not in a text message.
- Pay by cardThrough Stripe, from the invoice.
- Confirm the checklistCompleted checklists are sent to the customer to confirm.
Connected to
Where this record goes next
Every module writes to the same record, so what happens here shows up in these.
Plans
Customers in every plan, contracts and the portal in Pro
The customer database and the review of work undertaken are in Lite, Pro and Enterprise. Customer categories, contract agreements, communications and the customer portal are Pro and Enterprise.
For a sales pipeline (enquiries, leads, quotes chased to won or lost) the sister product is jobwin; jobmate's customer record is the one the delivered work runs on.
FAQ
Frequently asked questions
Straight answers about customers in jobmate.
It is the customer record a trade business runs its work on: every quote, job and invoice for each customer, their addresses, contracts and reminders, plus a portal where they accept work and pay. It is not a sales CRM for chasing leads; that is jobwin, from the same team.
See a customer's whole history on one screen.
A 30-minute walkthrough with someone who knows the product, on demo data.
