Job Management

One job, one record,
start to sign-off.

One job, one record, start to sign-off.

A won quote becomes a job and keeps everything after it — the fitting date, the team on site, what was ordered, what has been paid and the warranty that follows. Nothing is re-entered and nothing is kept somewhere else.

Everything after the sale, in one place

Appointments, the trades booked, the products sold, the materials ordered, the payments taken and the warranty that follows — all against the job, not scattered across a calendar, an inbox and a filing cabinet.

Money in view, or out of it

Value and outstanding total across whatever you have filtered to, so “what are we owed on installations?” is a click.

The board tells you where the work is

Group by stage and the whole business sorts itself into survey booked, order processed, installation booked, invoicing and sold — so a bottleneck is visible before it becomes a problem.

List or board, your call

The same jobs as a dense table you can sort and filter, or as a board you drag between stages. Choose your columns once and the choice sticks.

Working the board

A hundred live jobs, still five short lists.

Group by stage, priority or date. The counts and the totals keep up.

Search Priority: high → low Filter Group: Stage Columns 6 CSV List Board
Total active jobs 106
On this page 106
Page value £334,448.69
Page outstanding £289,852.29
Survey booked 12 £41,320.00
Order processed 23 £88,140.00
Installation booked 34 £126,880.00
JOB-1042 Mrs Helen Whitaker Harrogate £8,240.00
JOB-1039 Mr Liam Wilson Barnsley £1,155.00

…and 21 more in this stage

Invoicing 19 £54,210.00
Sold 18 £23,898.69

On site – EasyBase Companion

The job travels with the fitter.

Whoever is on the job opens it on their phone — the address, the appointment, the notes — and what they do there writes straight back to the same record.

The day, in running order

Their jobs for the day, overdue first, with directions on each one.

Photos and sign-off

Photos land on the job record, and the job ends signed and dated.

A dead zone is not a lost day

A durable outbox holds it and catches up when the van has signal.

EasyBase Companion on a phone, showing the My Jobs list with overdue jobs first and View Job and Directions on every card

Frequently Asked Questions

Straight answers, before you commit to anything.

What happens when we win a quote?
It becomes a job and keeps everything already on it — customer, address, value, notes. Nothing is re-entered, so nothing gets mistyped on the way through.
How do I see what we're owed on installs?
Filter to the stage and the value and outstanding totals follow what you've filtered to. "What are we owed on installations?" is a click rather than an afternoon.
How do I spot a bottleneck before it bites?
Group by stage and the counts and totals per stage show where work is stacking up. Twenty-three jobs sitting in order processed against twelve in survey booked tells you where the problem is.
What does the fitter see on site?
Their jobs for the day in running order, overdue first, with directions on each one. They open the job on their phone and get the address, the appointment and the notes.
How does a job get signed off?
Signed and dated on site, on the job. So the sign-off is attached to the work rather than sitting in a folder of scanned paperwork.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.

Stop losing the hot leads in the pile.

Start a free 7-day trial and put your next week of enquiries through EasyBase.