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Locatrix
Map assets on digital floor plans to simplify servicing and compliance across multiple sites.
Stock Requests
Reserve and allocate materials for jobs quickly to prevent delays and keep jobs moving.
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Reporting Database
Export and analyse business data for deeper insights and reports.
Prospect Management
Track opportunities and manage pipelines to improve win rates.
Log Job Via Email
Instantly convert emails to Jobs in Joblogic with minimal set-up required.
Security Industry Pack
Manage security contracts and compliance in one place using specialist reports and forms.
Electrical Industry Pack
Track electrical jobs and compliance from one platform.
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs.
API Access
Connect Joblogic with external systems via API for seamless data flow.
AccountsIQ Integration
Seamlessly integrate AccountsIQ with Joblogic to synchronise customers, suppliers, invoices, and payments, ensuring accurate financial data management across both platforms.
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Automation and workflow optimisation
Locatrix
Map assets on digital floor plans to simplify servicing and compliance across multiple sites.
AI Rephraser
Rephrase notes, quotes, and emails instantly to save time and improve clarity.
Zapier
Connect Joblogic with thousands of apps to automate workflows and sync data.
Suspend Customer
Automatically suspend all related activities for a customer with a button click.
Multi Tenancy
Easily manage multiple Joblogic accounts with one email address. Switch between workspaces instantly—no logging out required.
Expense Scanner
Automate expense admin by scanning invoices, receipts, and bills on mobile.
Assisted Form Deployment
Create, assign, and deploy job-specific forms to boost compliance and operational efficiency
API Access
Connect Joblogic with external systems via API for seamless data flow.
AI Summariser
Generate clear, concise job and quote summaries using AI-powered automation.
Asset and stock management
Stock Requests
Reserve and allocate materials for jobs quickly to prevent delays and keep jobs moving.
Serialised Stock
Track and manage serial-numbered parts so that you can more easily manage your inventory.
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs.
Equipment Hire
Streamline your equipment hire workflows to improve operational productivity.
Asset PPM
The Asset Planned Preventative Maintenance (PPM) module simplifies the management of asset maintenance schedules, improves accuracy in billing and invoicing, and enhances operational efficiency, ensuring seamless maintenance operations.
Scheduling and resource management
AI
Data management and reporting
FSM Dashboard
Monitor KPIs in real time to improve performance and decision-making.
Reporting Database
Export and analyse business data for deeper insights and reports.
Bulk Form Downloader
Download all the forms associated with jobs, customers, site assets (and more) in one go.
Bulk attachment Downloader
Retrieve bulk documents instantly for easier access to documents attached to customers, sites or jobs.
API Access
Connect Joblogic with external systems via API for seamless data flow.
Customer engagement and portals
Quotations and sales
Sales Orders
Streamline your over-the-counter sales with instant invoice generation without creating a job.
Quote Request Via Website
Capture website enquiries instantly to speed up quotes becoming jobs.
Log Job Via Email
Instantly convert emails to Jobs in Joblogic with minimal set-up required.
Log Quote via Email
Instantly convert emails into quotes for customers with minimal set-up.
Direct Sale
Record and manage direct sales quickly and efficiently using Joblogic's direct sales module.
Industry specific tools
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Water Hygiene Industry Pack
Simplify water hygiene compliance and servicing with specialist reports and forms.
Security Industry Pack
Manage security contracts and compliance in one place using specialist reports and forms.
Plumbing and Heating Industry Pack
Streamline plumbing and drainage service management with specialist forms and reports
Plumbing & Heating Industry Pack
The Plumbing and Heating industry pack comes fully equipped with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
HVACR Industry Pack
Optimise HVACR service management with Joblogic’s tailored industry pack for engineers and contractors.
Industry Pack - Forklift and Heavy Lifting Machinery
The Forklift & Heavy Lifting Machinery industry pack comes fully loaded with comprehensive dashboards, key reports and essential forms designed to streamline your operations, ensure compliance and maximise performance.
Fire and Safety Industry Pack
Simplify fire safety compliance and service delivery.
Industry Pack - Facilities Management
The Facilities Management industry pack comes fully packed with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
Electrical Industry Pack
Track electrical jobs and compliance from one platform.
Access Control and Entry System Industry Pack
Streamline access control and entry system servicing with Joblogic’s industry pack.
Mobile and field services
Locatrix
Map assets on digital floor plans to simplify servicing and compliance across multiple sites.
Vehicle Tracking
Real-time & historical location tracking of engineers' vehicle locations.
Photo Annotator
Capture and annotate site photos to improve reporting accuracy.
Mobile Timesheet Plus
Log hours on the go to improve payroll accuracy.
Lone Worker
Protect engineers with real-time alerts and monitoring tools.
Notification centre
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Miscellaneous features
Finance and billing
Revert Accounting Export Status
Undo export errors instantly to keep financial reporting accurate.
Suspend Customer
Automatically suspend all related activities for a customer with a button click.
Supplier Returns Notes
Track and manage supplier returns seamlessly for smoother processes.
Sage 50 Integration
Activate Sage 50 integration through a secure, self-service process. Access it on desktop or mobile with automated approval, instant confirmation, and no need to contact support.
Sage 200 Integration
Connect Joblogic with Sage 200 for advanced financial management.
Multi Currency
Create Purchase Orders in multiple currencies when dealing with international suppliers.
Custom Fields
Tailor Joblogic to your business with flexible custom fields across jobs, assets and sites.
Carriage Apportionment
Split carriage costs accurately across multiple jobs.To track item costs, reduce admin time, and keep stock valuations accurate.
Bulk Nominal & Tax Codes Update
Update financial codes in bulk to save admin time and increase the accuracy of your invoices.
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Accounts IQ
Powerful cloud accounting software with seamless Joblogic integration, real-time insights, and smart automation for growing businesses.
AccountsIQ Integration
Seamlessly integrate AccountsIQ with Joblogic to synchronise customers, suppliers, invoices, and payments, ensuring accurate financial data management across both platforms.
Partners
Locatrix
Map assets on digital floor plans to simplify servicing and compliance across multiple sites.
Right Fuel Card | Edenred
Track fleet fuel spend to cut costs and gain complete visibility of expenses.
Accounts IQ
Powerful cloud accounting software with seamless Joblogic integration, real-time insights, and smart automation for growing businesses.
Integration tools
Locatrix
Map assets on digital floor plans to simplify servicing and compliance across multiple sites.
Zapier
Connect Joblogic with thousands of apps to automate workflows and sync data.
Sage 50 Integration
Activate Sage 50 integration through a secure, self-service process. Access it on desktop or mobile with automated approval, instant confirmation, and no need to contact support.
Sage 200 Integration
Connect Joblogic with Sage 200 for advanced financial management.
Microsoft 365 Integration
Sync emails, calendars, and documents for seamless workflows.
API Access
Connect Joblogic with external systems via API for seamless data flow.
AccountsIQ Integration
Seamlessly integrate AccountsIQ with Joblogic to synchronise customers, suppliers, invoices, and payments, ensuring accurate financial data management across both platforms.
Service delivery
Locatrix
Map assets on digital floor plans to simplify servicing and compliance across multiple sites.
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs.
Equipment Hire
Streamline your equipment hire workflows to improve operational productivity.
Direct Sale
Record and manage direct sales quickly and efficiently using Joblogic's direct sales module.
Customer Contract
Simplify the management of customers with multiple contracts.
Custom Fields
Tailor Joblogic to your business with flexible custom fields across jobs, assets and sites.
Carriage Apportionment
Split carriage costs accurately across multiple jobs.To track item costs, reduce admin time, and keep stock valuations accurate.
Bulk Form Downloader
Download all the forms associated with jobs, customers, site assets (and more) in one go.
Bulk attachment Downloader
Retrieve bulk documents instantly for easier access to documents attached to customers, sites or jobs.
Assisted Scheduling
Speed up scheduling, whilst improving flexibility with a range of new scheduling features.
Assisted Form Deployment
Create, assign, and deploy job-specific forms to boost compliance and operational efficiency
Asset PPM
The Asset Planned Preventative Maintenance (PPM) module simplifies the management of asset maintenance schedules, improves accuracy in billing and invoicing, and enhances operational efficiency, ensuring seamless maintenance operations.
API Access
Connect Joblogic with external systems via API for seamless data flow.
AI Summariser
Generate clear, concise job and quote summaries using AI-powered automation.
Contract management
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs.
Equipment Hire
Streamline your equipment hire workflows to improve operational productivity.
Customer Contract
Simplify the management of customers with multiple contracts.
Custom Fields
Tailor Joblogic to your business with flexible custom fields across jobs, assets and sites.
Carriage Apportionment
Split carriage costs accurately across multiple jobs.To track item costs, reduce admin time, and keep stock valuations accurate.
Bulk Form Downloader
Download all the forms associated with jobs, customers, site assets (and more) in one go.
Bulk attachment Downloader
Retrieve bulk documents instantly for easier access to documents attached to customers, sites or jobs.
Assisted Form Deployment
Create, assign, and deploy job-specific forms to boost compliance and operational efficiency
Asset PPM
The Asset Planned Preventative Maintenance (PPM) module simplifies the management of asset maintenance schedules, improves accuracy in billing and invoicing, and enhances operational efficiency, ensuring seamless maintenance operations.
API Access
Connect Joblogic with external systems via API for seamless data flow.
AI Summariser
Generate clear, concise job and quote summaries using AI-powered automation.