JOB MANAGEMENT SOFTWARE

Job management software that's scalable with your growth

job management hero high resolution
START SIMPLE

Let your jobs flow from beginning to end

JOB QUOTING

Start your customer's journey on the right foot, add their details to WorkBuddy and get quoting.

It only takes minutes to add your customer’s details, requirements and send a quote:

job quoting
JOB SCHEDULING AND DISPATCH

Schedule and dispatch the right technician for the job.

With our drag and drop scheduler, you can easily allocate a job to your field workers or contractors. 

Schedule and Dispatch
JOB TRACKING AND COMPLETION

Track and record every detail on the job.

Know the status of the job, follow task list procedures and record evidence of tasks completed.

Track and complete jobs
GET PAID

Create and send invoices on the go.

It’s never been easier to get paid. Once all the necessary job tasks are completed, send an invoice to get paid.

Personalised tax invoice
Edit
JOB QUOTING

Start your customer's journey on the right foot, add their details to WorkBuddy and get quoting.

It only takes minutes to add your customer’s details, requirements and send a quote:

job quoting
Edit
JOB SCHEDULING AND DISPATCH

Schedule and dispatch the right technician for the job.

With our drag and drop scheduler, you can easily allocate a job to your field workers or contractors.

job scheduling and dispatch software screen illustration
Edit
JOB TRACKING AND COMPLETION

Track and record every detail on the job.

Know the status of the job, follow task list procedures and record evidence of tasks completed.

Track and complete jobs
Edit
GET PAID

Create and send invoices on the go.

It’s never been easier to get paid. Once all the necessary job tasks are completed, send an invoice to get paid.

Personalised tax invoice
GET ADVANCED

Take your operations to the next level with our advanced job management features

CUSTOM JOB VIEWS

Customise your job board and view jobs the way you like it

Focus on the jobs that matter and control who on your team gets access.

custom job views job management 2
Split jobs into work orders
SPLIT YOUR JOBS INTO WORK ORDERS

Break jobs down into multiple work orders

Automatically break down your jobs into individual work orders based on the type of work that needs completing.

JOB TEMPLATES

Save time with pre-configured job templates for standard jobs

Job templates are a quick way to standardise the creation of jobs that you do regularly.

job templates
Custom form builder
CUSTOM FORM BUILDER

Never lose paperwork again with our easy to use drag and drop form builder

Replace manually filling and storing paperwork with our electronic form builder. Link electronic forms to jobs and have them capture all the relevant information your business needs.

CREDIT LIMITS AND CREDIT WARNINGS

Set credit limits and enforce overdue amounts

Set individual credit limits for your customers to ensure that unpaid orders don’t exceed a fixed amount. With the credit limit alert feature activated, WorkBuddy will alert you when you have reached the set credit limit or when an invoice is overdue. You can set alerts in WorkBuddy for:

For this feature to work we need to sync WorkBuddy with your favourite accounting package, click below to learn more.

credit limits and credit warnings in WorkBuddy
Defect management illustration - job management
DEFECT MANAGEMENT

A no-barriers approach to receiving and actioning defects

Capture defects and problems from the job site, assign for rectification and track through to resolution.

VARIATION MANAGEMENT

Increase profitability by better managing variations

Capture additional chargeable work, generate a quote and track approval status.

Variations desktop
customer relationship management (CRM)
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

Spend less time looking for customer records and more time focusing on your business

Store all your customer, supplier and contractor records in one place. Keep a record of all communication, quotes and job history, notes and documents.

DYNAMIC PRICEBOOKS

Define complex contract pricing for customers or contractors

Utilise our dynamic pricebooks to calculate the sell price or buy price based on a rule. Easily implement a pricing structure agreed on with your customer. Pricing can be segmented by: 

dynamic pricebooks illustration - job management
MOBILISE YOUR FIELD WORKERS

Stay connected with your
trades team and
subcontractors

Keep communication open with your field team and get
real-time updates on the progress of your jobs with our
WorkBuddy field app.
EXPLORE OUR FIELD APP
IN-APP JOB COMPLIANCE ALERTS

Enforce job safety and compliance

Alert field teams of a job compliance requirement
with the associated actions required in real-time.
EXPLORE JOB SAFETY AND COMPLIANCE
ASSET MAINTENANCE MANAGEMENT

Gain full visibility of all assets
that you test and service

Track and monitor your assets, manage asset
life-cycles and easily plan maintenance all in one place
EXPLORE ASSET MANAGEMENT
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PLATFORM MODULES AND FEATURES

Australia's leading all-in-one job management platform

Take your business to the next level with the WorkBuddy platform, packed full of features that trade and service businesses love.

job management platform - request a demo

Book a free job management demo that will transform your business

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Book a free job management demo that will transform your business

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