For sole traders and small trade businesses · VAT fields on invoices
Know what's quoted, what's booked and what's owed.
Job management software for tradesmen does not need a dispatch board when the business is you and a van. Log the enquiry, keep the address and notes on the job, send the quote, book the visit and invoice the finished work from the same place. Next up shows which quotes need chasing and which jobs are ready to bill.
Already have an account? Open Jobs
Inside the Jobs workspace
Next up surfaces the quote to follow up, the visit coming up and the finished job that still needs an invoice. Each opens to the full job record.
Job name and customer. Everything else can be added when you know it.
Set a follow-up date on a quoted job and it appears in Next up when it is due.
The customer and site carry over, so billing takes a minute after the work.
Product walkthrough
This 18-second recording uses fictional sample data: a job is added, given a visit time and surfaced when it is ready to invoice.
Demo data · no sound · play when you are ready
Every call or message becomes a job with the customer, address and notes, even before you have priced it.
Send a quote from the job. The customer can accept it online, and converting it to an invoice updates the job.
Book visits on jobs and see the week by day in the Schedule view.
Follow-up dates bring quiet quotes back to the top of Next up.
Add your VAT number and apply VAT when registered. Show bank details with sort code and account number for payment.
Jobs runs in a mobile browser. The iPhone app currently covers invoicing rather than Jobs.
Create the job with the customer and address while you are on the call.
Send the quote, set a follow-up date, and book the visit once it is accepted.
Mark the work complete, create the invoice from the job and track payment.
How one job stays in one place from first message to payment.
Takeaway: When the job, quote and invoice are connected, the question 'did I ever bill that?' answers itself.
Add the customer now and quote it when you are ready.
Start with JobsSole traders and small trade businesses that want enquiries, quotes, visits and invoices in one place without the setup of a multi-user field service system.
Yes. Set your business country to the United Kingdom to add a VAT number and apply VAT when you are VAT-registered.
Those tools add staff accounts, dispatch, timesheets and more. InvoiceSonic Jobs is deliberately simpler: one person's job list, schedule, quotes and invoices. If you manage a team, a multi-user tool will fit better.
You can create an account and open Jobs. Free-plan invoice limits apply when you create invoices; see the pricing page for current limits and Pro features.
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