Manage customer enquiries Capture and manage new customer enquiries.
Track enquiry status Keep enquiry progress visible from first contact to follow-up.
Automated enquiry responses Send automatic responses when customers make an enquiry.
Manage customer accounts Keep customer account information organised.
Easily look up contact details Find customer contacts quickly when you need them.
Record enquiry & customer notes Store useful notes against enquiries and customers.
Upload & view important files & attachments Keep important files connected to the customer or enquiry.
FREE enquiry web contact form Give customers a simple web form for sending new enquiries.
Real-time job management Manage jobs as work moves through the team.
Automated job workflows Keep work moving with structured job workflows.
Booking scheduler Schedule bookings and visits for your team.
Job and task allocation Allocate jobs and tasks to the right people.
Dashboard view See key activity and workload from one dashboard.
Integrated navigation Navigate to booked work from JobTek.
Create and send quotes Create quotes and send them to customers.
Convert quotes to jobs Turn accepted quotes into jobs without re-keying details.
Convert quotes to invoices Convert quoted work into invoices when ready to bill.
Create and send invoices Create invoices and send them to customers.
Take payments Record payments against invoices.
Raise credit notes Create credit notes where an invoice needs adjusting.
Process refunds Record refunds against customer credit.
View customer balances See outstanding balances and available customer credit.
Customer portal Invite customer contacts to access their portal.
Online quote approval Let customers review and approve quotes online.
Quote reminders Send reminders for quotes that need customer action.
Accounting platform integration Connect billing activity with your accounting platform.
Invoice reminders Send reminders for invoices that need payment.
Automated customer updates Keep customers updated automatically as work and billing progresses.

Get started with JobTek

Getting started is simple. Tell us a little about you and your company, and we’ll do the rest.

Company name

Your name

Your email

We'll email you a 6 digit code to confirm your address. Separately, we may occasionally email you to help you get started and share useful JobTek tips and feature updates.

Don't send me the additional assistance, tips and feature update emails.