One job record
Lead, quote, schedule, site notes, photos, documents, invoice, and review status stay on the same record from first call to paid.
Learn moreJob Tracer is the job management system for trades and field services. Quotes, scheduling, job tracking, invoices, and follow-up in one system the office and the crew both actually use.
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Stop stitching together spreadsheets, message threads, and memory. Every part of the job lives on one record that the whole team can see.
Lead, quote, schedule, site notes, photos, documents, invoice, and review status stay on the same record from first call to paid.
Learn moreDrag-and-drop bookings, conflict warnings, and dispatch by role, team, priority, and location. The crew always knows what is next.
Learn moreSend professional quotes with online accept and decline, and let automatic follow-up chase the silence for you.
Learn moreInvoice from the job record, take card payments online, sync with Xero, and chase overdue balances automatically.
Learn moreQuote follow-ups, invoice reminders, review requests, and rebooking nudges run from job status, not from memory.
Learn moreOwners, dispatchers, office staff, and techs each get the view they need, with roles and permissions that make sense.
Learn more
Every quote, invoice, booking, and job report goes out as a clean web link. Customers approve, pay, and book from their phone with nothing to download, and it all lands back on the job record.
The same connected system, tuned to the jobs, paperwork, and follow-up your industry actually deals with.
Automations run from real job status: a quote sent, an invoice overdue, a job completed. The right message goes out without anyone remembering to send it.
Connects to invoice status and payment links so accounts work does not sit in someone’s memory.
Keeps quote follow-up tied to the job pipeline and sales owner.
Triggers after completion or payment so reputation work follows real job status.
Creates a lead from missed calls and keeps the conversation attached.
Tracks missing permits, approvals, forms, certificates, and client files.
Adds deposit status to the job so scheduling and finance see the same thing.
“Quotes go out while the job is still fresh, then follow-up happens from the job status instead of someone's memory.”
“The office and field team work from the same job record, so updates, site notes, photos, and invoice status stay connected.”
“Payment links, overdue reminders, review requests, and rebooking nudges can all run from real job and invoice events.”
Your books, payments, and reputation keep working the way they do now. The job record just keeps them in sync.
Invoices and payments sync with your books, so nothing gets entered twice.
A pay-now card link on every invoice, paid from the customer's phone.
Review requests after paid jobs, and alerts when your profile changes.
Quotes, reminders, and follow-ups sent from your own connected setup.
Most teams are quoting and scheduling on day one. Import your customers, add your team, and set your GST region. The defaults are built for NZ and AU trade businesses, so there is very little to configure before you can use it on real jobs.
Yes. Invoices and payments can sync with Xero so your books stay right without double entry. Stripe handles online card payments from the customer's phone.
Yes. The whole system works in the browser on any phone or tablet. Job details, site notes, and completion reports are made to be filled in from the van or the site, not just the office.
You pick a plan and keep working, and nothing is deleted. If you decide it is not for you, your data stays exportable and you simply stop being billed.
No. Customers get clean web links for quotes, invoices, bookings, and job reports. They can approve a quote or pay an invoice from their phone with nothing to download.
Set up Job Tracer this week and stop doing quotes, invoices, and follow-up from the kitchen table at 9pm.