The whiteboard schedule
One person allocates jobs from memory, and nobody else can do it when they're off.
✦ Trades
Job management software for electricians, plumbers and engineers
Scheduling, mobile job sheets, certificates and quoting, built for how your trade actually works - not a generic job management app with your logo on it.
✦ Where it hurts
Symptoms we hear on the first call
Certificates typed up later
Compliance documents filled in from a paper form or a photo, days after the job.
Quoting from a rate card in someone's head
Pricing is consistent only because one person remembers what was charged last time.
Job sheets chase the invoice
Paperwork arrives late, so billing lags and disputes over what was done are hard to settle.
Van stock unknown
Parts fitted are recorded eventually, if at all, so stock figures are always wrong.
A generic job app that half fits
You bought a job management app built for one trade and are working around it for the parts that don't match yours.
✦ Foundations
What every trades job management system needs
The core is the same across electrical, plumbing and general engineering work. What differs is the detail, covered below.
- Scheduling and dispatch with skills, territories and drag-and-drop reallocation
- Engineer app that works fully offline: job details, history, photos, parts, signature
- Quoting and estimating with your rate card and material pricing encoded once
- Van stock and parts, consumed against jobs and reordered automatically
- Customer portal for booking, status and document retrieval
- Invoicing handover into your accounts system the same day the job completes
✦ Electrical
Electrical: certificates that write themselves from the job
Electrical work lives or dies on certification. EIC, EICR and minor works certificates need to be generated in the correct format from the test results actually recorded on site, not typed up separately afterwards from a paper form.
We build certificate generation directly from the job data: test readings captured on the engineer's app produce the certificate as a PDF before they leave site, issued to the customer and filed against the property automatically. That also means periodic inspection reminders can be scheduled against the property rather than tracked on a separate spreadsheet.
✦ Plumbing and heating
Plumbing and heating: gas safety, boiler history and parts
For plumbing and heating engineers, the two things that matter most are gas safety compliance and knowing exactly what's fitted where. Gas Safety Records need the same treatment as electrical certificates: generated from the job, issued immediately, filed against the property with the next due date tracked automatically.
Boiler and appliance service history matters just as much for warranty and manufacturer requirements, so we build asset records per property that carry forward from job to job, meaning an engineer arriving at a callout can see exactly what was fitted, when, and by whom, rather than starting from nothing.
✦ General engineering
General engineering: PPM contracts and asset history
General engineering and maintenance firms tend to run more planned preventative maintenance work than reactive callouts, which changes what the software needs to do well. Contract coverage, visit generation and profitability per contract matter more than single-job quoting.
We build PPM contract management that generates the visit schedule automatically, tracks what's covered against what's chargeable, and rolls asset history forward so a recurring fault is visible rather than treated as new each time an engineer visits.
✦ Questions we get asked
Trades job management software questions
Why not just buy a job management app?
For straightforward reactive work, buy one. Bespoke pays off when your certification, contract structure or pricing rules are unusual, or when a generic app's per-engineer licence cost has outgrown a build.
Can it generate electrical certificates automatically?
Yes. EIC, EICR and minor works certificates are generated from the test data captured on the engineer's app, issued and filed without retyping.
Does it handle Gas Safety Records the same way?
Yes, on the same principle: generated from the job on site, issued immediately, with the next due date tracked automatically.
Does the engineer app work with no signal?
Fully. Job data, certificates and signatures work offline and sync automatically when a connection returns.
Can it manage planned maintenance contracts?
Yes. Visit generation, coverage and profitability per contract are built in, which matters more for general engineering firms than for reactive-only trades.
Will it integrate with our accounts system?
Yes. Completed jobs create invoices in Xero, Sage or similar without anyone re-keying them.
Talk to us about your trade We'll tell you what we'd build.
Bring your certificate format and your worst scheduling day. We'll tell you honestly whether bespoke is the right answer.
No pitch deck · We map your process · You own the software