Property maintenance CRM and job management
Keep the repair request attached to the property, approval and bill.
Property maintenance loses detail between the person reporting a fault, the person approving it and the crew doing the work. JobDiary connects enquiries, customers, sites, quotes, jobs, projects and invoices so a small request has a visible next action.
No card · Whole crew included · Cancel anytime
For maintenance businesses balancing repairs and planned work.
Reactive requests
Record the reported problem, property, contact and next action before another call or message interrupts.
Approval and payer clarity
Keep the occupier, agent, owner and invoice contact distinct when different people handle access, approval and payment.
Mixed delivery
Manage a small repair, a separately quoted improvement project and planned visits within the wider customer record.
JobDiary is an operational trades CRM. It does not replace property tenancy management, certified inspection systems or specialist compliance records.
From reported fault to a traceable invoice.
Record the request and location
Identify the exact property, reported issue, contact and responsibility for the next response.
Confirm access and scope
Record how the crew can enter, what has been requested and what still needs inspection.
Quote and obtain the right approval
Keep agreed scope and price attached. Refer changes to the authorised contact before doing additional work.
Schedule the repair or project
Plan crew time around access, parts, trade competence and the commitments already made.
Record the site outcome
Keep hours, materials, photos, unresolved work and the next action with the job.
Invoice the approved work
Bill the correct payer with a job reference and clear description, then track the outstanding balance.
A missing key, delayed part or approval still outstanding.
A blocked repair needs a reason and an owner. It should remain visible even when the crew moves to another property.
- Confirm site access rather than treating the booking as permission to enter.
- Record a parts or approval delay separately from work completed.
- Set who will contact the agent or customer and when the repair is reviewed again.
- Payment
- Photo
- Hours
Job notes
Confirm access with caretaker. Check the reported leak. Record repair scope for approval.
Mark job done
- 7 The GreenDone
- 23 Seabury DriveDone
- 9 Brookfield LawnIn progress
- 12 Castle ParkNext
- 31 Church RoadScheduled
- 18 The RiseScheduled
- 08:307 The Green€30Done
- 09:1523 Seabury Drive€30Done
- 10:009 Brookfield Lawn€35In progress
- 11:0512 Castle Park€45Next
Send enough detail to complete the right repair.
- Customer, address, reported issue and agreed scope together in the work record.
- Field notes, hours and materials attached for the office to review.
- Unresolved work and proposed extras recorded with a next action rather than left in a private message.
Product screens use demonstration data.
Keep approval, field costs and the payer connected.
A tenant's request and an owner's approval are different records. Carry the agreed work into the invoice, account for recorded materials and labour, and keep repeat visits distinct from a larger quoted project. Review payment records separately from completion.
Card payments run through your own Stripe account. Reminders can run at day 3, day 7 and day 14.
- Payment
- Photo
- Hours
Job notes
Confirm access with caretaker. Check the reported leak. Record repair scope for approval.
Mark job done
Product screens use demonstration data.
This CRM grew inside a real Co. Louth trades operation.
Gardening Services Dundalk is the operating basis of JobDiary. Leads, quotes, jobs, projects, field records, invoices and reports were shaped by real work, not a feature list.
- Early records
- 472 jobs
- Field use
- 2 vans
- Since
- 2025
30 days free · No card · Cancel anytime · Free data export
Relevant property maintenance reading
Why small property-maintenance jobs disappear between visits
Small property-maintenance jobs disappear when requests, visits and unfinished work are scattered across messages and sites.
Read the guideHow to handle repeat customers with several properties
Manage a repeat customer with several properties through one verified payer record and separate site records.
Read the guideHow to agree extra work after a quote is accepted
Agree extra work by describing the change, its price and any effect on timing before the crew carries it out.
Read the guideGetting paid guides
Reminders, invoices and part-payments.
Read the guidesRunning the round guides
Recurring jobs, weather and routes.
Read the guides
Property maintenance questions
Can JobDiary handle reactive maintenance and planned jobs?
Yes. JobDiary supports leads, quotes, one-off jobs, live projects and recurring work in the same operational CRM. Check your own request and approval process in the trial.
Does it replace property management software?
No. The focus is the trade business and its customer-to-payment work record. Tenancy administration, regulated inspection and specialist certification need their appropriate systems.
What happens when a repair cannot be finished?
Record the outcome and reason, retain the scope and site history, and assign a next action. Confirm any extra work and revised price before proceeding.
