Use case, service job tracking
From new enquiry to invoiced, on one board
ConneqtOS gives service businesses a simple board to track every job from first enquiry to final invoice. Track customers, locations, quote values and the engineer assigned.
Free for up to 3 teammates. No credit card.
Who it is for
Built for teams that need to keep moving
- Trades and contractors
- Installers and field service teams
- Cleaning and maintenance companies
- Removals and logistics businesses
- Plumbers, electricians, builders
- Anyone managing jobs in a spreadsheet right now
Why job tracking gets painful
- !Quotes get sent and forgotten. Nobody chases them.
- !Engineers turn up to the wrong place because the location lives in a WhatsApp message.
- !Invoicing is a Friday-afternoon scramble through emails and notes.
- !There is no clear list of which jobs are open, awaiting payment or complete.
The template
Service Job Tracker
A ready-to-use board built for service businesses. Customer, phone, location, quoted value, status and assigned engineer, all in one row per job.
Columns included
- Jobtext
- Customertext
- Phonephone
- Locationtext
- Statusstatus
- Assigned Toperson
- Due Datedate
- Quote Valuecurrency
- Notestext
Statuses included
New EnquiryQuotedBookedIn ProgressCompleteInvoiced
Statuses are fully editable. Add, remove or recolour them per board.
And the rest of ConneqtOS
- Table view and Kanban view
- Comments and file attachments per item
- Filter, sort and aggregate any column
- Simple automations (status changes, dates, assignments)
- Per-board roles: owner, editor, viewer
- CSV import and export
Run your jobs without the chaos
Free workspace, no credit card. Use the Service Job Tracker template or build your own board.
Start free