Operations
Job management that knows what was quoted
Schedule and assign jobs with the quote, customer history and checklists already attached.
The problem
The field team is working from half the story
Technicians arrive without the quote, the photos or the customer's history. The office finds out a job is finished when someone remembers to call.
How Toolbase solves it
Every job carries its quote, customer and checklist
Jobs are created from accepted quotes, so scope and materials come with them. Status updates from the field keep the office and the customer informed.
Capabilities
What you can do with Jobs
Scheduling
Book jobs to dates and staff, and see the week ahead.
Assigned staff
Assign technicians and see their workload.
Job statuses
Scheduled, In Progress, Waiting on Customer, Waiting on Stock, Ready to Invoice and Complete.
Checklists and forms
Capture safety checks, test results and sign-off on site.
Notes and attachments
Photos and notes are stored against the job.
Estimated and actual costs
Record labour and materials used against what was quoted.
Mobile access
Technicians can view and update jobs from a phone.
Ready to invoice
Completed jobs are flagged for invoicing so nothing is missed.
Workflow example
An accepted quote becomes a completed job
- Create the job
The accepted quote creates a job with scope and materials.
- Schedule
Choose the date and assign a technician.
- On site
The technician follows the checklist and adds photos.
- Complete
Actual labour and materials are recorded.
- Invoice
The job moves to Ready to Invoice.
FAQ
Jobs questions
Can technicians use Toolbase on a phone?
Yes. Toolbase runs in a mobile browser so staff can view and update jobs on site.
Can I see which jobs are waiting to be invoiced?
Yes. Completed jobs move to Ready to Invoice and can be listed and reported on.
Do jobs have to belong to a project?
No. A job can stand alone or sit under a larger project.
See Jobs configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.