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.