Best Tradesman Job Management Software for GoCardless

Manage all your customers, appointments, invoices, payments, expenses, and reports seamlessly in one centralized platform. Begin your journey today with a complimentary 30-day trial. Squeegee is specifically engineered to streamline administrative tasks, significantly reducing the time spent on them. Users can effortlessly access the system on any mobile device, benefiting from real-time updates that allow administrators to monitor daily transactions effectively. Once schedules for recurring jobs are established, adjustments can be made as needed with ease. You can view the workload collectively or by individual worker, enabling efficient task management. Creating and sending invoices is incredibly straightforward with Squeegee, as they can be generated and dispatched in mere seconds. Additionally, you can schedule quote appointments and produce quick quotes on-site, which can be sent immediately for customer approval. Automatic payment methods can be arranged, and in-person transactions can be recorded without hassle, ensuring a smooth and efficient workflow throughout the entire process. This comprehensive approach not only enhances productivity but also improves customer satisfaction.

Mucka is an AI admin assistant and voice receptionist built for gas, heating and plumbing firms in the UK. It works like an experienced ops manager who knows your firm inside out. Engineers describe a job by voice, over WhatsApp or in the app, using normal trade language. Mucka prepares the quote, booking, invoice and payment reminders, and the engineer approves each one before anything is sent. It is built around gas and heating work, with on-site gas, oil and HVAC certificates that work without signal, calculators for gas rate, ventilation, pipe sizing and heat loss, and job sheets signed at the door. Customers can accept and e-sign quotes online and pay on the spot. The voice receptionist answers calls in the firm's own name, so jobs aren't lost while engineers are busy. Teams get job assignment, a shared calendar and live job tracking. Mucka syncs with Xero, QuickBooks, Sage and FreeAgent and runs on iPhone and Android, with a free plan and a 14-day free trial.