The job exists in five places: a text from the customer, a note on the dashboard of the van, a quote in your sent folder, a certificate in another app, and an invoice you haven’t written yet. When the customer rings with a question, you reconstruct the story from memory.
What you get
- One job record linking the client, property, quotes, certificates and invoices
- Recurring jobs with repeat rules — annual services and quarterly inspections create themselves
- Job statuses that mirror how work actually flows: booked, in progress, done, invoiced
- Create a job from a won quote, or a quote from a job — no retyping
- Notes and details captured on your phone, on site, offline if needed
How it works
Log the job once
Client, property, date, notes. Everything that happens next — quote, cert, invoice — hangs off the same record.
Set it to repeat
Annual boiler service? Set the recurrence rule once and next year’s job appears without anyone remembering.
See the whole story
Open the job and the trail is right there: what was quoted, what was certified, what was billed, what was paid.
Common questions
Do recurring jobs create endless clutter?
No — each recurrence generates the next occurrence against the same client and property, and you can end the series any time.
Does job tracking cost extra?
No. Job tracking and scheduling are part of the free plan.
Works with
A calendar and list view of every booked job, assignable to team members, built for a phone in a van.
Build professional quotes on your phone, email them with one tap, and let CertBox chase the silence for you.
Hundreds of compliance certificate types across the UK, Ireland, Australia and the US — created on your phone, delivered as professional PDFs.