Plan the work
Record the issue, property access requirements and urgency
From an emergency callout to planned pipework, plumbing teams need the customer address, job scope and invoice in one place. Make the day easier for technicians and the people dispatching them.
← All industriesWork orders, on-site estimates and a connected service record.
Record the issue, property access requirements and urgency
Assign the right technician and capture parts used in the visit notes
Convert accepted estimates into invoices after the job
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Start with an accurate customer and site record, then define what success looks like.
Make clear assignments, scheduled visits and equipment or access instructions.
Finish with recorded service evidence and itemised financial follow-up.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
Yes. An authorised user can build an itemised estimate with labour, services and materials, then track acceptance and prepare an invoice.
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Use distinct line items in estimates and invoices, optionally based on saved price-book services.
No. Local permits, trade licensing and code-compliance documentation remain the responsibility of the business.
Keep your people, customers and work moving on one platform.