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Locatrix
Visualise asset locations on digital floorplans to speed up servicing and improve compliance across complex sites.
Stock Requests
Easily reserve and allocate stock for specific jobs or visits. The Stock Requests app helps your team manage materials more efficiently, prevent shortages, and improve on-site productivity by enabling advance stock planning and mobile access to allocated items.
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Reporting Database
Streamline data analysis and reporting with the Reporting DB (Database) feature. This tool centralises your business data into a structured database optimised for reporting, enabling fast, accurate insights without compromising system performance.
Prospect Management
Track and manage potential customers before they convert. Use Prospect Management to raise quotes for leads, monitor their progress, and keep operational data clean — all without cluttering your live customer records.
Log Job Via Email
Instantly convert emails to Jobs in Joblogic with minimal set-up required.
Industry Pack - Security
The Security industry pack comes fully loaded with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
Industry Pack - Electrical
The Electrical industry pack comes fully loaded with comprehensive dashboards, essentials reports, essential forms, and additional forms designed to streamline your operations, ensure compliance and maximise performance.
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs—all in one place.
API Access
Seamlessly integrate Joblogic with third-party systems using the API Access app. This powerful tool enables businesses to automate workflows, synchronise data, and connect Joblogic with CRMs, accounting software, inventory systems, and more—enhancing efficiency and reducing manual processes.
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
Visualise asset locations on digital floorplans to speed up servicing and improve compliance across complex sites.
AI Rephraser
Improve clarity and tone with one click. The AI Rephraser helps you write clear, professional content across Joblogic—fast, accurate, and UK English-friendly.
Zapier
Zapier enables fast, secure integrations through a self-service setup. Subscribe directly, receive credentials automatically, and connect systems without contacting support.
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 through your mobile device.
Assisted Form Deployment
Create, assign, and deploy job-specific forms to boost compliance and operational efficiency
API Access
Seamlessly integrate Joblogic with third-party systems using the API Access app. This powerful tool enables businesses to automate workflows, synchronise data, and connect Joblogic with CRMs, accounting software, inventory systems, and more—enhancing efficiency and reducing manual processes.
AI Summariser
Boost efficiency with the AI Summariser. Instantly generate clear, concise job and quote summaries using AI-powered automation, streamlining workflows and enhancing productivity.
Asset and stock management
Stock Requests
Easily reserve and allocate stock for specific jobs or visits. The Stock Requests app helps your team manage materials more efficiently, prevent shortages, and improve on-site productivity by enabling advance stock planning and mobile access to allocated items.
Serialised Stock
Track and manage serial-numbered parts so that you can more easily manage your inventory.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—all in one place.
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
FSM Dashboard
A centralised dashboard that provides real-time visibility into your field service operations, helping you monitor performance, manage resources, and make informed decisions.
AI Rephraser
Improve clarity and tone with one click. The AI Rephraser helps you write clear, professional content across Joblogic—fast, accurate, and UK English-friendly.
AI Summariser
Boost efficiency with the AI Summariser. Instantly generate clear, concise job and quote summaries using AI-powered automation, streamlining workflows and enhancing productivity.
Data management and reporting
FSM Dashboard
A centralised dashboard that provides real-time visibility into your field service operations, helping you monitor performance, manage resources, and make informed decisions.
Reporting Database
Streamline data analysis and reporting with the Reporting DB (Database) feature. This tool centralises your business data into a structured database optimised for reporting, enabling fast, accurate insights without compromising system performance.
Bulk Form Downloader
Download all the forms associated with jobs, customers, site assets (and more) in one go.
Bulk attachment Downloader
Download all attachments attached to a customer, site or job in one go.
API Access
Seamlessly integrate Joblogic with third-party systems using the API Access app. This powerful tool enables businesses to automate workflows, synchronise data, and connect Joblogic with CRMs, accounting software, inventory systems, and more—enhancing efficiency and reducing manual processes.
Customer engagement and portals
Sub Contractor Portal
The Subcontractor Portal streamlines the work processes used to manage subcontractors, reducing admin tasks while improving the consistency of work between direct employees and subcontractors.
Prospect Management
Track and manage potential customers before they convert. Use Prospect Management to raise quotes for leads, monitor their progress, and keep operational data clean — all without cluttering your live customer records.
Customer Contract
Simplify the management of customers with multiple contracts.
Quotations and sales
Sales Orders
Streamline your over-the-counter sales with instant invoice generation without creating a job.
Quote Request Via Website
Embed a quote form into your website to automatically collect, collate and acknowledge quotation requests.
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
The Direct Sales module streamlines over-the-counter transactions by integrating them directly into the Joblogic Back Office, enabling efficient customer selection, inventory management, and invoice generation.
Industry specific tools
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Industry Pack - Water Hygiene
The Water Hygiene industry pack comes fully loaded with comprehensive dashboards, key reports and essential forms designed to streamline your operations, ensure compliance and maximise performance.
Industry Pack - Security
The Security industry pack comes fully loaded with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
Industry Pack - Plumbing and Drainage Industry
An all-in-one plumbing and drainage toolkit—custom dashboards, compliance forms, and accounting reports to streamline jobs, manage risk, and boost efficiency.
Industry Pack - Plumbing & Heating
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.
Industry Pack - HVACR
The HVACR (Heating, Ventilation, Air Conditioning and Refrigeration) industry pack comes fully loaded with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
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.
Industry Pack - Fire & Safety
The Fire & Safety industry pack comes fully loaded with comprehensive dashboards, essentials reports, crucial forms, and additional supporting forms designed to streamline your operations, ensure compliance and maximise performance.
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.
Industry Pack - Electrical
The Electrical industry pack comes fully loaded with comprehensive dashboards, essentials reports, essential forms, and additional forms designed to streamline your operations, ensure compliance and maximise performance.
Industry Pack - Access Control and Entry Systems
The Access Control & Entry Systems industry pack comes fully loaded with comprehensive dashboards, essentials reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.
Health and safety
Mobile and field services
Locatrix
Visualise asset locations on digital floorplans to speed up servicing and improve compliance across complex sites.
Vehicle Tracking
Real-time & historical location tracking of engineers' vehicle locations.
Photo Annotator
Annotate images whilst on site to provide clearer visual explanations and notes.
Mobile Timesheet Plus
This will be an amazing addition to your mobile app, allowing you to view and add timesheet entries easily and efficiently.
Lone Worker
Ensure the safety of your employees with real-time monitoring, alerts and emergency response capabilities.
Notification centre
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Miscellaneous features
Finance and billing
Revert Accounting Export Status
Revert the ‘Passed to Accounts’ status against invoices so you can push specific invoices back into reporting as needed.
Suspend Customer
Automatically suspend all related activities for a customer with a button click.
Supplier Returns Notes
The Supplier Return Notes app allows you to log and manage items returned to suppliers directly within Joblogic. Enhance traceability, improve inventory accuracy, and streamline supplier communications.
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 Standard Integration
Integrate Joblogic with Sage 200 to streamline your finances, inventory and projects.
Multi Currency
Create Purchase Orders in multiple currencies when dealing with international suppliers.
Custom Fields
Create custom fields for your customers and assets that meet your exact needs and requirements across the full range of jobs, assets and sites.
Carriage Apportionment
Automatically distribute delivery charges across items in a Purchase Order. Carriage Apportionment helps you track true item costs, reduce admin time, and keep your stock valuation accurate.
Bulk Nominal & Tax Codes Update
Apply nominal and tax codes to bulk invoices to simplify managing large volumes of invoices and ensure their accuracy.
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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
Visualise asset locations on digital floorplans to speed up servicing and improve compliance across complex sites.
Right Fuel Card | Edenred
Right Fuel Card provides tailored fuel and EV payment solutions to help Joblogic customers manage and save on their fuel spend, streamline their operations and reduce their emissions.
Accounts IQ
Powerful cloud accounting software with seamless Joblogic integration, real-time insights, and smart automation for growing businesses.
Integration tools
Locatrix
Visualise asset locations on digital floorplans to speed up servicing and improve compliance across complex sites.
Zapier
Zapier enables fast, secure integrations through a self-service setup. Subscribe directly, receive credentials automatically, and connect systems without contacting support.
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 Standard Integration
Integrate Joblogic with Sage 200 to streamline your finances, inventory and projects.
MS-365 Integration
The Microsoft 365 Integration for Joblogic allows users to link their Microsoft accounts, manage emails, sync job calendars, and overlay MS365 calendars into the Engineer Planner. Enhance collaboration, scheduling accuracy, and communication—without switching between platforms.
API Access
Seamlessly integrate Joblogic with third-party systems using the API Access app. This powerful tool enables businesses to automate workflows, synchronise data, and connect Joblogic with CRMs, accounting software, inventory systems, and more—enhancing efficiency and reducing manual processes.
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
Visualise asset locations on digital floorplans to speed up servicing and improve compliance across complex sites.
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs—all in one place.
Equipment Hire
Streamline your equipment hire workflows to improve operational productivity.
Direct Sale
The Direct Sales module streamlines over-the-counter transactions by integrating them directly into the Joblogic Back Office, enabling efficient customer selection, inventory management, and invoice generation.
Customer Contract
Simplify the management of customers with multiple contracts.
Custom Fields
Create custom fields for your customers and assets that meet your exact needs and requirements across the full range of jobs, assets and sites.
Carriage Apportionment
Automatically distribute delivery charges across items in a Purchase Order. Carriage Apportionment helps you track true item costs, reduce admin time, and keep your stock valuation accurate.
Bulk Form Downloader
Download all the forms associated with jobs, customers, site assets (and more) in one go.
Bulk attachment Downloader
Download all attachments attached to a customer, site or job in one go.
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
Seamlessly integrate Joblogic with third-party systems using the API Access app. This powerful tool enables businesses to automate workflows, synchronise data, and connect Joblogic with CRMs, accounting software, inventory systems, and more—enhancing efficiency and reducing manual processes.
AI Summariser
Boost efficiency with the AI Summariser. Instantly generate clear, concise job and quote summaries using AI-powered automation, streamlining workflows and enhancing productivity.
Contract management
Equipment Transport
Simplify the movement of assets and equipment between locations. Create transport requests, assign drivers, track deliveries, and manage costs—all in one place.
Equipment Hire
Streamline your equipment hire workflows to improve operational productivity.
Customer Contract
Simplify the management of customers with multiple contracts.
Custom Fields
Create custom fields for your customers and assets that meet your exact needs and requirements across the full range of jobs, assets and sites.
Carriage Apportionment
Automatically distribute delivery charges across items in a Purchase Order. Carriage Apportionment helps you track true item costs, reduce admin time, and keep your stock valuation accurate.
Bulk Form Downloader
Download all the forms associated with jobs, customers, site assets (and more) in one go.
Bulk attachment Downloader
Download all attachments attached to a customer, site or job in one go.
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
Seamlessly integrate Joblogic with third-party systems using the API Access app. This powerful tool enables businesses to automate workflows, synchronise data, and connect Joblogic with CRMs, accounting software, inventory systems, and more—enhancing efficiency and reducing manual processes.
AI Summariser
Boost efficiency with the AI Summariser. Instantly generate clear, concise job and quote summaries using AI-powered automation, streamlining workflows and enhancing productivity.