Josh manages your entire field service operation — from leads and quotes to scheduling, job execution, invoicing, and client support. One platform. One team. One source of truth.
A central platform that connects every part of your field service operation — one login, one calendar, one truth.
Manage leads through every stage — new, contacted, qualified, proposal, won, lost. Convert quotes to jobs with one click.
Calendar-based scheduling with drag-and-drop. Assign teams, view availability, manage routes visually.
Create, assign, and track jobs with real-time status updates. Digital checklists and tick-off items on every job.
Multi-stop scheduling with route ordering. Group jobs by team, area, and priority. Minimize travel time between sites.
Clients track their jobs, view invoices, and raise support tickets. Self-service at their fingertips — less phone calls for you.
Admin, manager, technician, accounts, sales — each role sees exactly what they need. Granular permissions out of the box.
Full sales pipeline from lead capture through to won or lost. Quote generation, proposal tracking, and sales performance dashboards.
Visual pipeline from New → Contacted → Qualified → Proposal → Won/Lost. Drag leads between stages. Never lose a lead.
Professional quotes from leads or directly for clients. Service items with pricing. One-click convert to job card.
Track proposal status per lead. Log client feedback, schedule follow-ups, send reminders. Close deals faster.
Set monthly and quarterly targets per team member. Track recurring and adhoc revenue. Real-time performance visibility.
Know where your leads come from — website, referral, cold call, event, tender. Measure ROI on every channel.
Every interaction with a lead logged with user and timestamp. Full history preserved. No lost context.
Calendar-based scheduling with drag-and-drop assignment, team allocation, and intelligent route ordering for every day.
Day, week, and month views. See all jobs at a glance with color-coded teams and status indicators. Never double-book.
Drag jobs onto team members. Reschedule with a single click. Instantly see availability conflicts before assigning.
Assign the right team for each job based on skill set and location. View team member availability in real time.
Number your stops for the day. Set start and end times per job. Minimize driving between sites. Maximize billable hours.
Set daily, weekly, or monthly recurring schedules. Josh auto-generates job cards for each cycle. Set it and forget it.
Daily view of every job with time slots, route order, and delivery schedules. One page to manage your entire day.
On-site job management with QR code check-in, tick-off checklists, time tracking, and digital signoff — all from a mobile device.
Scan site QR codes on arrival. Proves your technician was on location, at the right time. No buddy-checking required.
Line-item checklists for every job. Mark items complete as work progresses. Nothing gets missed.
Log start, break, and finish times per job. Accurate billing and productivity data. Know exactly how long each job takes.
Capture team leader, client, and manager signatures on device. Multi-step signoff workflow. No paper forms.
Real-time job status: open → in-progress → completed → invoiced. Everyone knows where every job stands.
Every scan, signature, status change, and note logged with user and timestamp. Full audit trail on every job.
Automated invoice generation from completed jobs and quotes. Delivery note tracking with ordered vs delivered quantities.
Generate invoices automatically from completed jobs. Pricing comes from the quote. VAT calculated. Ready to send.
Track ordered vs delivered quantities per item. Partial deliveries supported. Remaining quantities auto-tracked.
Monitor invoice status: draft → sent → paid → overdue. Payment reminders. Know who owes you and what's overdue.
Every invoice traces back to its originating quote. No orphan charges. Clients see exactly what they were quoted.
Allocate payments to specific invoices. Track partial payments. Always know the outstanding balance per invoice.
Revenue per client, per team, per period. Paid vs outstanding. Clear, actionable financial insights.
Support ticket management with SLA tracking, document management, and full audit trail. Keep clients informed and issues resolved.
Log and track support tickets from clients or internal teams. Assign, prioritize, and resolve. Everything in one place.
Set SLA deadlines per case type. Automatic escalation for overdue items. Never let a client complaint fall through the cracks.
Attach files to any case or job. Photos, reports, signed documents. Everything stored and searchable.
Internal and external notes per case. Client-visible updates via the portal. Transparent communication, always.
Every action logged with user, timestamp, and old/new values. Full change history preserved. Regulator-ready.
Low, medium, high, urgent — set priority per case. Automatic notifications to managers on high-priority items.
Four capabilities that make field service management smarter, faster, and more transparent.
Know where every tech is, in real time. GPS tracking with check-in verification so you never wonder if they made it on site.
We didn't reinvent the wheel. We just got rid of the road noise. Smart multi-stop routing that minimizes travel time.
Use our Invoicing or push to your current accounting suite. Xero, Sage, QuickBooks and more — seamlessly.
Scan site QR codes on arrival. Proves your tech was there at the right time. No buddy-checking required.
Developed locally for South African businesses. Understands local regulations, practices, and business realities.
From lead to payment, one platform handles every step. No more juggling separate tools for quotes, scheduling, and invoicing.
Know what your teams are doing, where they are, and what's next. Live status updates from the field.
Let clients track jobs, view invoices, and submit requests without calling you. Less phone time, more productive time.
Features the big guys have at a price that makes sense. No per-user licence fees. Transparent, predictable costs.
Transparent pricing. No surprise fees. Set-up and training included. Ongoing support from a South African team.