Introduction The Prospect Management marketplace app (application) allows users to record, track, and manage potential customers (prospects) before they are converted into active customers. This is very useful for supporting lead tracking and enables the raising of quotes for prospects

mobile user or is still pending A ‘Download’ option, used to download the document for offline use, archiving or viewing The RAMs document can be removed from the job via the ‘dustbin’ icon and any additional RAMs documents can be

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Introduction The Stock Units app helps you manage parts and equipment more accurately by introducing a flexible way to buy, hold, and sell stock in different units. Instead of being restricted to a single “unit of measure,” you can now

Introduction The Joblogic Marketplace’s Projects module is a very useful tool for managing Project work. The app provides a comprehensive Projects module capable of managing small, medium and large-scale projects over long and short timelines. It provides control

Introduction The Water Hygiene Industry Pack is a comprehensive solution tailored to meet the needs of businesses in the water hygiene sector. Equipped with advanced dashboards, essential forms, and key reports, this pack is designed to ensure compliance with regulatory

Introduction The AccountsIQ (AIQ) integration allows for seamless synchronisation of financial data, ensuring accurate invoicing, payments, and account management. By automating key processes, such as customer and supplier synchronisation, invoice management, and payment updates, this integration helps streamline financial data

stated above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s

Introduction The Plumbing and Heating Industry Pack is a comprehensive solution tailored to the unique needs of businesses in the plumbing and heating sector. Equipped with advanced dashboards, critical forms, and key reports, this pack ensures compliance with industry standards

Activate button. You will be asked to confirm the Last Service Job Completed Date and enter your Customer Order Number and Assets as required. Service Job Visits When you create a Service Job under your site, the system will automatically

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Features scheduled for release on 08/04/2026 . The functionality detailed will not be available in the system until this date. However, please note that this is an ETA and may be subject to change . Release Topics Project management improvements

to use templates as a starting point while still maintaining the flexibility to tailor each Stock Request to your specific job requirements. Associated Assets When adding a Stock Request, it is possible to associate the part with a specific

Introduction The Joblogic Marketplace offers a very useful tool when it comes to direct sales (sales which do not require additional items outside of an invoice/sales record to be generated) known as ‘Sales Orders’. This app provides users with

and Visit Rules When an asset is marked as Off Hire, the system automatically manages its relationship with linked jobs and visits to ensure scheduling accuracy and data integrity. The following rules apply: Assets linked to jobs in New

Introduction The Supplier Return Notes feature is designed to help you manage and track goods or materials that need to be returned to your suppliers. Whether it's due to damage, incorrect items, or surplus stock, this feature ensures all

Introduction The Microsoft 365 Integration in Joblogic is designed to streamline your communication and scheduling workflows by connecting your Joblogic system with your Microsoft account. This integration allows you to link multiple Microsoft accounts, send emails directly from Joblogic using

Introduction The Sage Intacct integration app allows you to sync key financial data between Joblogic and Sage Intacct, including customers, suppliers, invoices, and payments. It simplifies your financial workflow by syncing essential data between systems. It helps reduce manual entry

Introduction The Mobile Timesheets Plus app is a powerful tool designed to give engineers more control over their time management while improving team visibility. Engineers can view and manage their own timesheet entries and, uniquely with the Plus version, view