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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Joblogic is field service management software for service contractors and facilities management businesses. It manages job management, engineer scheduling, asset tracking, planned preventive maintenance contracts, compliance management, and invoicing in one platform. Manual scheduling and job write-ups slow teams down. The Dynamic Scheduler optimises engineer routes in real time, and the AI Summariser cuts job and quote write-up time. Joblogic is building towards a fully Agentic Operating System for service contractors, reducing manual coordination across operations, service delivery, and finance. Joblogic supports businesses across HVAC, fire and security, facilities management, plumbing and heating, mechanical and electrical services, and electrical maintenance. 24/7 support is included as standard.

Description

Managing a stock portfolio for high net worth clients is an essential offering for many accounting firms. The difficulty lies in executing this crucial and often time-consuming service while keeping costs manageable. Thankfully, Write-Up emerges as the leading stock portfolio accounting software, designed to streamline and accelerate the accounting processes related to tracking, recording, and reporting stock transactions for holding companies, trusts, and estates. It simplifies year-end procedures and provides access to historical data, making financial management more efficient. With Write-Up, users can close a fiscal year in both modules and seamlessly carry forward open security positions in the broker module into the next year. Historical data from prior years remains accessible in both modules for review. This software also accommodates multiple currencies and manages the necessary foreign exchange entries, facilitating effortless investment oversight. Moreover, Write-Up supports three primary transaction types: broker transactions, banking transactions, and adjusting entries, ensuring comprehensive management of the investment portfolio. As a result, accounting firms can offer enhanced services to their clients while optimizing their operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccountsIQ Yes 
Elyos Yes 
FreeAgent Yes 
QuickBooks Online Yes 
Sage 500 Yes 
Xero Yes 

Integrations

AccountsIQ No 
Elyos No 
FreeAgent No 
QuickBooks Online No 
Sage 500 No 
Xero No 

Pricing Details

£45
Starting from £45 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Tracer Management Systems

Founded

1998

Country

United Kingdom

Website

www.joblogic.com

Vendor Details

Company Name

TJPS Software

Country

United States

Website

tjpssoftware.com/features.asp

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC No 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management Yes 
Employee Lifecycle Management No 
Labor Projection Yes 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting Yes 
Portfolio Rebalancing No 
Risk Management No 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection No 

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