Effective service management made easy for teams
handling b2b and b2c clients.
Make residential and commercial services easy for everyone.
Be more efficient, cut down your non-billable hours and take
on more work across variations of services your provide.
Which resource could you use more of? Stay on track today and improve for tomorrow.
Know client, job location, directions, property details, notes, and tasks-to-do as you plan your job.
Automate your checklists dynamically with job type and manage your quality of your customer service.
The Jacktrade mobile/tablet app is your team’s source for their most up-to-date schedule and alerts for your team.
Compare team member schedules with team view, side-by-side availability that makes it easy to see who’s free - on the spot.
Choose from different views to get a clear visual of team availability to avoid overbooking, underutilization - or the dreaded double booking.
Review tasks per team member has on their plate for the day, week or the month, their past history, and their progress per job.
Synchronized calendar that syncs your tasks, meetings, jobs, events, and even with your personal google or microsoft calendar.
Review all the events in a unified business calendar that presents everyone’s schedules and calendars in a single view.
Brings your files and cloud content together making it easy for your team to upload, share, and organize documents.
Upload photos right from the customer site using your mobile or tablet device - whatever you need to have on record.
Record notes, special requirements or instructions, track interactions, or signed agreements specific to your client meetings and jobs.
Manage your team permissions, so your team members only sees what you want them to see.
"Ability to easily manage customer from sending quotations to successfully closing the job and covering entire process of controlling services, products, materials, promotions and payments has been a game-changer for us."
Keep things organized as you move through each stage of a job.
As a business owner, gaining new business means responding quickly and easily to quote requests. Whether in the office or on-site, impress your customers with professional looking quotes that help you win the job.
Keeping everyone else organized is half your job. Jacktrade’s scheduling and dispatching feature allows you to easily schedule a job, assign your team, and see at a glance when a job is done and ready to be invoiced.
Things can change day to day. Jacktrade tracks changes to job details as they happen, so your team has everything they need to get the job done well and on time.
Solution benefits include the potential for high profit, flexibility, and endless possibilities.