How JobYard works

From first call to next year’s service.

JobYard keeps the everyday trade workflow together without turning it into a heavyweight management system.

1

Set up once

Add your business details, VAT settings, payment terms and team. Each team member gets their own login and calendar colour.

2

Add the customer

Save the customer once so their jobs, equipment, quotes, invoices and follow-ups stay together.

3

Record equipment when relevant

Keep make, model, serial, warranty, service dates, documents and service history against the customer.

4

Create the job and quote

Add labour and materials, costs and VAT treatment. Reuse saved line items for common work.

5

Send it for approval

Share the private quote by WhatsApp or email. The customer can view and accept without creating an account.

6

Schedule the work

Choose the date and time, assign the installer and use the colour-coded shared calendar to see the team diary.

7

Do the job

Keep tasks, notes and private photos with the job. For service work, complete the equipment service record and next-service date.

8

Invoice and get paid

Convert the work to an invoice, send or chase it, record manual payment or offer Stripe Pay Now when connected.

9

Bring the customer back

Use follow-ups, recurring work and annual service reminders so repeat work does not disappear into a diary.

10

Keep the accountant happy

Download the Excel Accountant Pack with sales, VAT, payments, outstanding balances and margins.