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Jobs and calendar

Create work from an accepted quote or straight from your phone, schedule the visits, and see the whole week in one calendar.

Screenshot neededA clean overview screen for Jobs and calendar that shows the area at its best, with realistic demo data.assets/screenshots/jobs-and-calendar-overview.png
Handled Jobs and calendar
Included

Jobs from accepted work, or from scratch

Accept a quote and the job carries the customer, property, scope, price and duration with it. No quote needed? Create a job directly.

  • Nothing retyped from quote to job
  • Manual jobs use the same scheduling and invoicing
  • Job status always follows the real workflow
Screenshot neededThe jobs list with a mix of statuses and one job opened in the side panel.assets/screenshots/jobs-list.png
Handled: Jobs from accepted work, or from scratch
Included

Visits and multi-visit work

A visit is the real day you turn up. Larger jobs can have several, and the job only finishes when the last one is done.

  • Each visit has its own date, status and place in the day
  • Multi-visit jobs stay open until the final visit
  • Skip or reschedule one visit without touching the rest
Screenshot neededA job with three visits listed, one completed, one booked and one unscheduled.assets/screenshots/jobs-visits.png
Handled: Visits and multi-visit work
Included

Calendar

See scheduled work on a proper calendar rather than treating the job list as your diary.

  • Week and day views
  • Colour by status
  • Open any visit to act on it
Screenshot neededThe calendar in week view with five or six visits on different days.assets/screenshots/jobs-calendar.png
Handled: Calendar
Included

Fixed appointments and arrival preferences

Mark genuine appointments as fixed. Everything else can stay flexible, with customers choosing Morning or Afternoon rather than an exact time.

  • Fixed visits are protected when you plan or optimise
  • Morning and Afternoon preferences are respected
  • Fewer promises you cannot keep
Screenshot neededA visit showing the Fixed toggle on, next to another visit showing a Morning preference.assets/screenshots/jobs-fixed-flexible.png
Handled: Fixed appointments and arrival preferences
Included

Blocked dates and times

Holidays, school runs, the dentist. Block a whole day or part of one and booking and planning both respect it.

  • One availability model across booking, planning and calendar
  • Blocked times as well as whole days
  • Busy time from a connected calendar can be added too
Screenshot neededScheduling settings showing a blocked date and a blocked time range.assets/screenshots/jobs-blocked.png
Handled: Blocked dates and times
Included

Reschedule and cancel safely

Moving or cancelling work follows the state of the job, so history stays accurate and nothing is deleted by accident.

  • Reschedule with a reason
  • Cancellation rules depend on the job state
  • Every change is kept in the job history
Screenshot neededA reschedule dialog with a new date chosen and a reason entered.assets/screenshots/jobs-reschedule.png
Handled: Reschedule and cancel safely
Included

Job history and attachments

See what changed and when, and keep photos and files with the job instead of in a camera roll.

  • Timeline of schedule and status changes
  • Attach supported files and photos to the job
Screenshot neededA job with an attachments panel showing two photos and a timeline underneath.assets/screenshots/jobs-history.png
Handled: Job history and attachments

Run your business. We'll handle the rest.

£25 a month, no setup fee.