A job with its stages on it
First fix, second fix and testing go on the job as tasks. Tick them off and log the hours against each one.
Trades / Electricians
Quote the rewire, split it into first and second fix, put the right sparky on each day and bill it when it's signed off. Ask for it out loud from the top of the ladder.
Say it on site
Tell Toolbelt AI what you need the way you'd tell whoever does your books. It knows your customers and your jobs, does the typing and reads the answer back.
Nothing goes to a customer until you send it. The assistant does the paperwork; what goes out is still your call.
Quote Pennywort Dental for six LED panels fitted, eighty-five each.→ Quote drafted · £612.00 inc VAT
Book Chloe on the board change at Teasel Drive for Thursday.→ Booked for Chloe Webb · Thursday
What did we charge Linnet for the flats last month?→ Reads back the invoice and the total
Built for the work
First fix, second fix and testing go on the job as tasks. Tick them off and log the hours against each one.
The week's board shows every job by person, so you know who can take the call-out before you promise a day.
Turn the quote into the invoice and the figures come with it, so nothing waits for the weekend.
One job, start to finish
The same record follows the work the whole way through, so nothing gets typed twice.
Lines, quantities and VAT, totalled as you go and sent as a PDF with your logo.
The quote becomes a job with the lines on it. Put it on the board and on someone's phone.
Turn the quote into the invoice and the figures come with it.
Questions
Yes. The board shows the week by person. Move a job to another day or another person and it is on their phone.
Yes. Every quote, job and invoice for a customer sits on their record, with their addresses and contacts.
The phone app does. Everything is saved on the phone first and syncs when you are back in signal. The assistant needs a connection to understand you.
Create an account, start the trial and you have 30 days with everything switched on, no card needed. Put your next quote through it and see how it goes.
Other trades
Bathrooms, boilers, leaks and taps. Quote on the doorstep and bill the same day.
Plumbing job management softwareInstalls, services and breakdowns, with every customer's history to hand.
Software for heating engineersExtensions, refurbs and repairs. The week's sites and the people on them.
Software for buildersRe-roofs, flat roofs, repairs and leadwork. Booked round the weather.
Roofing softwareKitchens, staircases, doors and fitted furniture. Quoted in the room.
Quoting and job software for joinersRoom-by-room quotes, days on the board and hours as you go.
Quoting software for painters and decoratorsSet it up in the time it takes to have a brew, then tell it about the next job.
Get early accessFree during early access, no card needed