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Job Management

Every job, lead
to completion.

One platform for the entire job lifecycle. Capture the lead, send the quote, schedule the work, complete on site, invoice the customer, collect payment and get the review. Nothing falls through the cracks.

Built for UK plumbers, electricians, roofers, builders and trade contractors.

The complete job lifecycle

From first phone call to five-star review — every stage is connected, automated and tracked.

Step 1

Lead Capture

Never miss an enquiry

Leads flow in from your website forms, phone calls (AI-answered), emails, Facebook ads and manual entry. Every enquiry lands in one pipeline — no more lost Post-it notes.

  • AI receptionist answers calls 24/7 and creates leads automatically
  • Embeddable lead capture forms for your website
  • Facebook Lead Ads webhook imports leads in real-time
  • Inbound email auto-classified and routed to the right job or lead
  • Lead scoring and pipeline stages (New → Contacted → Quoted → Won/Lost)
Step 2

Quote & Proposal

Win more work, faster

Build professional quotes in minutes with your saved materials, labour rates and templates — or let AI draft the quote from a job description. Send multi-option quotes so customers can choose the package that suits them.

  • AI quote generation — describe the job, get a priced quote draft
  • Drag-and-drop quote builder with saved line items and labour rates
  • Multi-option quotes (Good / Better / Best)
  • Online quote acceptance with e-signature
  • One-click convert accepted quote to job
Step 3

Schedule & Dispatch

Right person, right time, right place

Drag jobs onto the calendar or dispatch board. Assign workers by skill, location and availability. SMS and push notifications keep your team in the loop.

  • Calendar view with drag-and-drop scheduling
  • Dispatch board with worker availability
  • Skill-based assignment (Gas Safe, Part P, etc.)
  • GPS-optimised routing to reduce drive time
  • Automatic SMS reminders to customers and workers
Step 4

Field Work

Everything your team needs on site

Workers see their jobs, navigate to site, clock in/out, capture photos, complete job sheets, record materials used and get customer sign-off — all from the mobile app, even offline.

  • Mobile app with offline mode for dead zones
  • GPS check-in/out with automatic timesheets
  • Photo and video capture attached to jobs
  • Digital job sheets and custom forms
  • Customer signature capture on completion
Step 5

Compliance & Safety

AI writes the paperwork so you don’t have to

AI generates your RAMS, health & safety policies, environmental policies and method statements from the job details — ready to review and send in seconds, not hours. Certificates, training and toolbox talks are all tracked automatically.

  • AI-generated RAMS — describe the job, get a complete risk assessment
  • AI-written health & safety policies, environmental policies and method statements
  • Certificate tracking with automatic expiry alerts (Gas Safe, NICEIC, Part P, ECS, CSCS)
  • Toolbox talks with video, quiz and digital sign-off
  • All compliance documents attached to the job for audit trails
Step 6

Invoice & Get Paid

Send invoices, collect money

Generate invoices from completed jobs in one click. Customers pay via branded checkout with card, Apple Pay, Google Pay or Pay by Bank. Money hits your account fast.

  • One-click invoice from completed job
  • Branded checkout pages with Gaffer Pay
  • Card, Apple Pay, Google Pay and Open Banking
  • Automatic payment reminders (SMS + email)
  • Auto-reconciliation — no manual matching
Step 7

Review & Grow

Turn happy customers into reviews

After payment, automatically request Google Reviews via SMS or WhatsApp. Track your rating, spot trends in your analytics dashboard, and win more work from your reputation.

  • Automatic Google Review requests after payment
  • SMS and WhatsApp review request delivery
  • Customer satisfaction tracking
  • Repeat job scheduling for maintenance contracts
  • Analytics dashboard with revenue, conversion and job metrics
7
Lifecycle stages, fully connected
< 60s
To create and dispatch a reactive job
35+
Fields auto-populated from quotes
0
Manual data re-entry between stages

Not just another job sheet app

Most software handles one or two stages. Gaffer connects all seven — so data flows from lead to review without anyone re-typing anything.

AI at every stage

AI answers calls, drafts quotes, writes RAMS and safety policies, generates method statements, chases payments and requests reviews — automatically.

Office + field, connected

Office staff schedule and invoice. Workers complete jobs on mobile. Everyone sees the same data in real time.

Profitability per job

Track quoted price vs actual time + materials. See margin by job, customer, worker or trade.

Customer communication built in

SMS, WhatsApp, email and a branded customer portal — all from inside the job, with full history.

GPS-linked everything

Vehicle tracking, worker check-in, travel time, mileage — all auto-recorded against the job.

Reporting that makes sense

Revenue, job count, average value, win rate, response time, worker utilisation — dashboards, not spreadsheets.

Frequently asked questions

What types of jobs can Gaffer manage?
Any trade job — from a 30-minute boiler repair to a 6-month commercial fit-out. Gaffer handles one-off reactive jobs, planned maintenance, recurring contracts, multi-day projects and commercial FM work orders. The system adapts to your workflow, not the other way around.
Can I convert a quote directly into a job?
Yes. When a customer accepts a quote online (or you mark it accepted manually), one click converts it into a scheduled job. All line items, notes, documents and customer details carry across automatically.
Does the mobile app work offline?
Yes. Workers can view job details, complete forms, take photos and capture signatures without signal. Everything syncs automatically when connectivity returns. Designed for basements, rural sites and underground work.
How does Gaffer handle emergency and reactive jobs?
You can create a job and dispatch a worker in under 60 seconds. The dispatch board shows who's available and nearest (via GPS). Workers get an instant push notification with the job details and navigation.
Can I track profitability per job?
Yes. Gaffer tracks quoted price vs actual labour time (from timesheets) and materials used. The analytics dashboard shows margin per job, per customer, per job type and per worker — so you can see which work is actually profitable.
What happens when a job is complete?
Workers mark the job complete in the app with photos and customer signature. The office gets notified instantly. You can then generate an invoice in one click, send it to the customer, and they pay via your branded Gaffer Pay checkout page.

Ready to streamline your business?

Book a 30-minute demo and see how Gaffer replaces your CRM, call tracker and payment portal. No commitment.

Free 30-minute walkthrough tailored to your trade