iTrade

Assign the nearest available worker by dragging jobs on the live calendar

View team availability and leave, and assign trainees

Jobs and projects with templates, visit types and revisits

Compulsory health and safety forms before closing a job

Install and service dates, models and serial numbers in custom fields

Files and photos on customers, jobs, projects and quotes

Drag-and-drop booking and rescheduling on day, week, month and custom views

Recurring jobs, revisits and working-hour settings

GPS location of workers and GPS-stamped job reports

Automatic change from Started to Onsite within 50 metres of the destination

Interactive map with current location and destination on each job

GPS Route Tracking on the Enterprise plan

Online quote acceptance with attachments and optional extras

Quote templates and minimum margin

Timesheets built automatically from job time in the Field Worker App

Paid and unpaid breaks, leave requests, notes and worker submission

Create and schedule jobs with templates, recurring jobs and custom fields

Track job status, revisits, photos and materials from the field app

Build quotes with multiple schedules, optional extras and minimum margins

Send quotes as links with online acceptance and attachments

Day, week, month and custom calendar views

Drag-and-drop scheduling and rescheduling

Unlimited customers and sites per customer

Per-customer discounts, labour rates and price tiers