JobDiary product workflow
The customer record that carries the work forward.
JobDiary is a trades CRM for the operational business: the enquiry, the scope you quote, the work you deliver and the money it earns. A customer record gives those stages a shared home, whether the customer books one project or regular visits.
Start free trialKeep the next action with the enquiry
Record who contacted you, the site, the requested work and what needs to happen next. The office should be able to find the promised callback or quotation without asking the owner to reconstruct a conversation. Keep the contact, the payer and the site access instructions clear when they belong to different people.
Carry accepted scope into delivery
A contact list becomes more useful when it joins to quotes, jobs and projects. JobDiary supports those connected records, so the customer history sits alongside planned work, field notes and the invoice. Recurring maintenance can share the same customer record as a separately quoted clearance or repair.
Test the record with real work
Use the trial to follow one enquiry into a quote and a scheduled job. Ask another person to find the scope and previous notes, then inspect what is needed to invoice. Choose the fields your business needs rather than copying every detail from an old spreadsheet. Store necessary customer information with appropriate access and a clear retention routine.
Check the scope for your business
JobDiary is an operational CRM. It does not replace statutory bookkeeping, a specialist compliance register or every marketing automation tool. Verify any required connection and the exact records it transfers before depending on it.
See current pricing and optional setup, or the complete product tour.
