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JobCard

Private betaFounding pricing

Turn quotes and invoices into job cards your team can follow.

Stop copying details into spreadsheets, WhatsApp and paper job sheets. Put materials, access notes, checklists and completion updates in one internal job card.

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See how it works

Built for workshops, installers and service teams on QuickBooks.

  • Secure technician links
  • No QuickBooks access on site
  • Materials, notes and checklists together

Quote to job card to completion

QuickBooks · Estimate #1042
Approved
ABC Installations
Customer-facing lines
Consumer unit kit£186
20m 2.5mm cable£64
Labour, half day£240
JobCard · Internal job card
Shared with team
JC-1042 · Consumer unit swap
Operational detail (not on the quote)
Internal notes

Customer out. Key under plant pot. Mind the dog.

Materials & locations
Consumer unit kitShelf B4
20m 2.5mm cableAisle 2
Checklist
Isolate supply & prove dead
Test RCDs after install
Secure link · 7 daysSend
Field update
14:32
Marked complete
Customer signed off on site.
Checklist complete.
  • Manual job cards today
    Create, share and update internal job cards from day one.
  • QuickBooks import next
    Drafting straight from estimates and invoices is on the roadmap.
  • No scheduling, no CRM, no invoicing
    JobCard stays focused on the handoff to the team.

The gap

Quotes are for customers. Job cards are for the team.

QuickBooks excels at customer-facing documents. It was never meant to be the internal job packet on site. Details get re-keyed into spreadsheets, WhatsApp and paper, and the team never gets one reliable source of truth.

How it works

Approved quote to job your team can follow

Four steps. Nothing new for your customer. One secure link for your team.

  1. 1

    Create the job card

    Open a new card manually today. Drafting from QuickBooks estimates and invoices is next on the roadmap.

  2. 2

    Add the internal details

    Materials, access notes and checklists: everything the team needs that doesn't belong on the customer's quote.

  3. 3

    Share with the team

    One secure link. No logins. No QuickBooks access required for the people doing the work.

  4. 4

    Track to completion

    The team marks steps as done. You see when the job is finished, with no chasing required.

Operational layer

Operational detail QuickBooks wasn't built to carry.

After the quote or invoice is approved, your team needs shelf locations, access notes and checks. That belongs on an internal job card, shipped with one secure link.

  • Internal notes and gotchas
  • Materials with shelf locations
  • Step-by-step checklists
  • Secure technician viewing link

Job card · JC-1042

Shared with team

Internal notes

Customer will be out. Key is under the plant pot. Mind the dog.

Materials

Consumer unit kitShelf B4
20m 2.5mm cableAisle 2

Checklist

Isolate supply and prove dead
Test RCDs after install

Day one

What you get on day one

Straightforward capabilities: what JobCard does today, without vague enterprise promises.

One source of truth

Notes, materials and checks live with the job card, not scattered across spreadsheets and chat threads.

No QuickBooks access on site

The team gets exactly what they need to do the work, and nothing more.

Materials and notes in one place

Stop re-typing what the customer already approved. Add the internal detail once.

Clear completion record

See when the job is done, who marked it, and what was checked along the way.

Built for teams that already use QuickBooks

JobCard does not replace QuickBooks. It extends the workflow after a quote or invoice is approved: internal job cards for the people doing the work.

Common fits include workshops, installers, field service, fabricators and maintenance. If you hand work from the office to the floor, this is built for you.

  • Workshops
  • Installers
  • Service teams
  • Fabricators
  • Print & signage
  • Maintenance

Before & after

Less admin noise. Fewer mistakes.

Same QuickBooks approval. Different everything after it hits the team.

The old way

Manual, fragmented, easy to get wrong

  • Quote approved in QuickBooks, then re-keyed elsewhere
  • Spreadsheets, WhatsApp and paper fight for the truth
  • Safety checks live in someone's head
  • You chase the team for status before you invoice

With JobCard

Structured handoff, visible completion

  • One job card carries notes, materials and checks
  • Single secure link to the team (no QuickBooks on site)
  • Checklists and completion live with the job
  • You see when work is done without chasing

Early access

Priced for owners, not enterprise budgets.

Simple pricing when we launch billing. No per-seat games aimed at your technicians. Join the beta to lock in founding pricing and influence the roadmap.

Onboarding is lightweight: designed for teams already living in QuickBooks. No spam. Unsubscribe any time.

Frequently asked questions

Straight answers about scope, QuickBooks and beta access.

JobCard is the lightweight operational layer between QuickBooks and the people doing the work. You create internal job cards with materials, access notes, checklists and completion updates, then share them with the team using a secure link.