← All industries
Do jobs with materials
Trades / Field service
Book it, dispatch it, part it, invoice it — and know the margin on every job.
Jobs are booked into a diary and dispatched to on-site staff. Parts come out of van or stock inventory; larger works run as projects under contracts; each job is costed so the business knows its margin. Staff are rostered, and invoicing and books follow automatically.
What this template turns on
On top of the 16-module foundation every business gets.
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Inventory
Stock levels and movements
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Scheduling
Appointments and bookings
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Shifts & rota
Staff rota, time & attendance, tips and payroll
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Projects
Multi-step jobs with stages
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Jobs
Estimates, job-costing and margin
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Field service
Dispatch jobs to on-site staff
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Price book
Reusable assemblies of labour + materials with cost-plus pricing
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Contracts
Agreements with terms and status
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Accounting
Ledgers and financial summaries