Enquiries
Write down the call that comes in, with photos from the phone. Quote it or book it in from the web when you're ready.
Features
Job management software featuresFrom the first call to getting paid
Quotes, jobs, the week's board, invoices, customers and hours, on your phone and on the web. And an assistant that does any of it when you ask out loud.
Quoting
Price it line by line
Every line has its own quantity, price and VAT, and the total adds up as you go. Send it from the phone as a PDF with your logo on it, and mark it accepted when they say yes.
- As many lines as the job needs: labour, parts, call-out, the lot.
- VAT worked out on each line, with the net, the VAT and the total kept for you.
- Turn an accepted quote into the job, or straight into the invoice.
Jobs
A job with the list on it
When they say yes, the quote becomes a job with its lines carried across. Put someone on it, add the tasks, and log the hours against each task as the work gets done.
- Start and end dates, and who it's with.
- Tasks with their own status and their own hours.
- Linked back to the quote it came from.
Scheduling
The week by person
Every job on a board, by day and by person. Drag it to another day, stretch it when it runs over or hand it to someone else, and it's on their phone.
- Move, stretch and reassign jobs with the mouse.
- Changes turn up for everyone without a refresh.
- Add a job straight onto the day it's for.
Invoicing
Know who owes you
Turn the quote into the invoice and the figures come with it, so what you priced is what you bill. See what's out, what's paid and what's late.
- Late invoices flagged the day after they fall due.
- Sent from the phone as a PDF with your logo on it.
- Xero and QuickBooks, on the plans that include accounting.
Customers
Every job you've done for them
Addresses, contacts and every enquiry, quote, job and invoice for each customer, in one place. Handy when they ring about a boiler you fitted two years ago.
- More than one address, for landlords and letting agents.
- Contacts for the people you actually speak to.
- Companies and homeowners, with a VAT number where there is one.
Time
Hours against the job they belong to
Everyone logs their time to the job and the task from their phone. See the week by person, and what's billable, before you price the next one like it.
- Billable and non-billable time.
- Filter by dates and by person.
- Your team sees their own hours. You see everyone's.
Search
Find anything in two keys
Press Ctrl K, or ⌘K on a Mac, and type a name, a street or a reference. Customers, jobs, quotes and invoices come up together. Can't find it? Ask the assistant from the same box.
The assistant
Or just ask for it
Everything above can be done by talking to Toolbelt AI. Tell it to quote a customer, book a job, log your hours or raise the invoice, and it does the typing and reads the answer back. Hands-free on the phone and on the web.
And the rest
The bits that make it work day to day
Works without signal
The phone app saves everything on the phone first and catches up when the bars come back. Nothing to press.
Your team
Add your people and they sign in on their own phones. Only you can add people, see everyone's hours or use the web version.
Your logo on the paperwork
Quotes and invoices go out as PDFs with your logo and your details, from a choice of layouts.
Accounting
Send customers, quotes and invoices across to Xero or QuickBooks, on the plans that include accounting.
Phone and web
One account, one login, the same jobs on each. Do the work on the phone and the planning at a desk.
Stop doing the books at nine o'clock
Set it up in the time it takes to have a brew, then put your next quote through it.
Get early accessFree during early access, no card needed