One job, every record
Job management software that keeps the whole job in one place.
From the first enquiry to the last payment, everything about a job lands on it: the quote, the booking, the visit report and photos, the certificate and the invoice. Your team works from it, and your customer sees it on one link.
14 days free, no card. Then £19 a month for you and £9 for each person you add.
Job · Holt Plumbing & Heating
New hot water cylinder
Ruth Adeyemi · 9 Kestrel Close, Harrogate
5 of 8 records on the jobTue 13 Oct · 11:20
Certificate · 9 Kestrel Close
Mains Pressure Hot Water Cylinder Commissioning Checklist
- Cylinder Type
- Unvented
- Capacity of Stored Water
- 210 litres
- Incoming static cold water pressure to system
- 3.1 bar
- Expansion vessel/internal air space checked
- Yes
- Tundish/discharge connected and terminated to Part G
- Yes
- Hot water temperature set to
- 60°C
Engineer signature
Dan Price
Customer signature
Ruth Adeyemi
What the office sees
- Certificate(s) assigned
The commissioning checklist is filled in on the phone and signed by both of them before Dan leaves.
CertificatesOpen any record, or step through the job from the enquiry to the payment. A drawing of the app, in its own words.
01The short answer
What is job management software?
It's where a trade business runs its work, one job at a time. The customer and the address, what they asked for, the price you gave, when you're going, what you did, the paperwork and the payment all sit on the job, instead of in a notebook, a spreadsheet and a group chat.
OnPoint is job management software for UK trades. It runs on iPhone, Android and the web, for the office, the engineers and the customer, and every feature is in one plan. The customer's side is a link, with their quotes, invoices and certificates in one place.
What OnPoint does with a job, in order
- 01Enquiries and booking
Takes the enquiry
From a form on your own website, a booking link on the van, or a phone call you type in.
- 02Quotes
Quotes it
From your own price list, with good, better and best options, extras they can tick and a deposit.
- 03Scheduling
Books it
Into a diary that warns you about clashes and holidays, then texts the customer the day and time.
- 04The engineer's app
Does the work
On an app for the engineer that keeps going with no signal: the job, photos, forms and clocking in.
- 05Photos and reports
Records it
Visit reports, before and after photos, parts used and job sheets, all on the job.
- 06Certificates
Certifies it
62 UK certificate types, filled in on the phone and checked as you go.
- 07Getting paid
Gets it paid
Invoices from the job, paid by card or Pay by Bank into your own Stripe account.
- 08Service plans
Brings it back round
Service plans that book the next visit, and renewal emails that go before a certificate runs out.
Around the jobs: reminders, customer and property records, timesheets, subcontractors and CIS and reports. Or see every feature.
02Why not a spreadsheet
A spreadsheet, a group chat, or one record.
Both work when it's just you and a few jobs a week. They stop working when the answer to a simple question lives in three places. Here are five questions every trade business gets asked, and where the answer is.
Where are the photos?
Spreadsheet:Not in it. They're on somebody's phone.
Group chat:Somewhere up the thread, between the jokes.
OnPoint:On the job's visit report, tagged before and after.
Who's going, and when?
Spreadsheet:A date in a cell, if someone typed it in.
Group chat:Whoever last said they'd do it.
OnPoint:In the diary, with a warning if they're already booked or on holiday.
Has the customer paid?
Spreadsheet:Check the bank, then remember to update the row.
Group chat:“Did she pay?” “Not sure, I'll check.”
OnPoint:The invoice marks itself paid when they pay online.
Where's the certificate?
Spreadsheet:In the van, or in a folder, or both.
Group chat:A photo of the paper copy.
OnPoint:Signed on the phone, kept on the job and on the customer's link.
When is it due again?
Spreadsheet:Only if someone set a reminder.
Group chat:Nobody knows until the customer rings.
OnPoint:Certificates that come round again are emailed to the customer 30 days ahead, from day one. Service plans book the next visit.
“We were running the business off WhatsApp threads and a notebook. OnPoint pulled everything into one place. The customer portal alone has cut my admin in half. I'm not retyping addresses or chasing photos anymore.”
03Moving over
Moving from another app is the easy part.
Bring your customers across yourself from a spreadsheet in a few minutes. Or send us whatever you've got, from any app or none, and we'll move them over for you, free.
ADo it yourself
Contacts · Import from a spreadsheet
Import contacts
Add your customer list
A CSV file, up to 5,000 rows. Or rows copied from Excel or Google Sheets, pasted in.
customers-export.csv
Match your columns
- Customer nameName
- MobilePhone
- Post codePostcode
- 3
Check and import
- New contactsReady to go into your list.
- Already in OnPoint, skippedSame email or phone
BOr we do it for you, free
Free, done by us
Want us to move your customers over?
old-app-customers.xlsx412 KB
Which software do you use now?
Paper or spreadsheets
Coming from Tradify, ServiceM8, Jobber, Powered Now, Fergus, Commusoft, Joblogic or Gas Engineer Software? Each comparison says what's different and what it costs. Or see them all side by side.
What it costs
£19 a month for you. £9 for each person you add.
Every feature, no job limits, no contract and no VAT on top. Customers, tenants and subcontractors use links, so they never count. Or pay yearly: £228 a year for you and £108 for each extra person.
- Just you£19a month
- You and two engineers£37a month
- A team of six£64a month
Each part of the job, in more detail.
Made for plumbers, heating engineers, gas engineers, electricians, builders and property maintenance, and more trades.
- Field service managementThe office's diary and the engineer's phone, kept in step.
- QuotesOptions, extras, deposits and follow-ups you switch on.
- Scheduling and the diaryClash and holiday warnings, and free slots ranked by driving.
- Certificates62 UK certificate types, checked as you fill them in.
- Invoices and paymentsCard and Pay by Bank, deposits, stage payments and CIS.
- Customer portalOne link for their quotes, invoices, certificates and bookings.
Questions people ask.
Anything else? Ring +44 7884 697405 or email us.
What is job management software?
Job management software is where a trade business runs its work, one job at a time. The customer, the address, the quote, the booking, what was done on site, the certificates, the invoice and the payment all sit on the job, so the office, the engineers and the customer are looking at the same thing.
What does OnPoint's job management software do?
It takes the enquiry, quotes the job, books it in the diary, gives the engineer an app for the work on site, keeps the visit report and photos, fills in and signs the certificate, sends the invoice and takes the payment. The customer gets one link with their quotes, invoices, certificates and bookings. It runs on iPhone, Android and the web.
How is it different from a spreadsheet or WhatsApp?
A spreadsheet holds a row about the job and a group chat holds the conversation, but the photos, the paperwork and the payments end up somewhere else. In OnPoint each job holds its own records, the diary warns you about clashes and holidays, invoices mark themselves paid when customers pay online, and certificates that come round again are emailed before they're due.
How much does it cost?
£19 a month for you and £9 a month for each person you add, with every feature, no job limits and no contract. There's no VAT on top. Customers, tenants and subcontractors use links, so they don't count. You get 14 days free first, with no card needed. Or pay yearly: £228 a year for you and £108 for each extra person.
Can I move over from another app?
Yes. Import your customers yourself from a spreadsheet, as a CSV file or rows pasted from Excel or Google Sheets, and anyone already in OnPoint is skipped. Or send us an export from your old app, or whatever you have, and we'll import it for you, free.
Is it just for big teams?
No. Plenty of people use it on their own with one van. The price starts at £19 a month for one person, and you add people as you take them on.
Do my customers need an app?
No. They get a link by email or text, with no login. From it they can accept a quote, pay an invoice, sign a certificate, see a visit report and ask a question.
Does it work without signal?
Yes, for the work on site. Jobs, photos, forms, certificates and clocking in all work with no signal and go up when you're back in coverage. Quotes and invoices need a connection.
Does it work with Xero?
Yes. Customers, invoices and payments go across to Xero. QuickBooks and Sage aren't available yet.
Which trades is it for?
UK trade businesses that work at customers' properties: gas and heating engineers, plumbers, electricians, fire safety, renewables, air conditioning, builders, roofers, property maintenance and more. It includes 62 UK certificate types for the trades that need them.
Give your next job one record.
Take one job from the enquiry to the payment in the next 14 days, free and with no card. Then it's £19 a month for you and £9 for each person you add. Or pay yearly: £228 a year for you and £108 for each extra person.