JOBS for UK trades

What is included

Focus on the work after the quote is accepted, through to invoicing and payment.

• Turn accepted quotes into active jobs.
• Job cards and work details.
• Calendar and visit scheduling.
• Tentative scheduling holds.
• Worker assignments.
• Site notes and job photos.
• Checklists and task tracking.
• Progress updates.
• Job reports and completion evidence.
• Handover from the office to workers in the field.
• Create invoices from completed work.
• Deposit and final invoices.
• Deposit requests and payment status.
• Stripe deposit checkout where configured.
• Bank-transfer information.
• Invoice status tracking, and what is outstanding or paid.
• Payment reminders.
• Customer payment records.
• Job history connected to the customer, quote and invoice.

JOBS questions

How much does JOBS cost?

JOBS is £49 per month and includes QUOTES, so you do not pay for both separately. By5 Ltd is not currently VAT registered, so VAT is not currently charged.

Does JOBS do invoicing?

Yes. Invoices are raised in JOBS from completed work, including deposit and final invoices. You can track what is outstanding or paid, send payment reminders, take Stripe deposit payments where configured, and show bank-transfer details.

Can I schedule work and assign it to people?

Yes. JOBS carries a calendar with visit scheduling, tentative holds while a date is being agreed, and worker assignments, so the office and the people in the field are working from the same plan.

What do workers in the field get?

Job cards with the work details, site notes and job photos, checklists and task tracking, and progress updates — so a job can be handed from the office to the field without a separate phone call.

The other packages

Not sure which fits? See By5 by trade or compare everything on Key Features.