Every customer and every job in one place: enquiries captured, work scheduled, progress visible, history complete. Built around how your team actually works.
Customer details sit in a contacts file or spreadsheet. Jobs live in a diary, a whiteboard or a group chat. Quotes are in Word, photos are on phones, and the story of any single job is spread across all of them.
We build a single workflow where an enquiry becomes a customer record, a quote, a scheduled job, completed work and an invoice, all linked. Office staff, field teams and customers all see the same, current picture.
No plugin marketplace, no upsells. Each point below ships with the plan.
Contacts, sites, documents and complete job history for every customer.
Capture leads from email, forms and phone, and track each one to a quote or a polite no.
Status, owner, dates, checklists and history for every job, visible to the whole team.
Assign work by person, area, date and skills, with changes visible immediately.
Field staff update jobs, capture photos and take signatures on site, online or offline.
Completed work arrives with its time, materials and evidence, ready to bill.
When customer details and job records live separately, every job starts with a small act of archaeology: who is this, what did we do last time, where is the site. Joining them means every conversation starts with context, which is faster for your team and noticeably better for the customer.
Office staff get the overview: pipeline, schedule, outstanding actions. Field staff get a simple mobile view of today's work with everything they need on site. Both work from the same live record, so nobody is working from yesterday's list.
Tell us how enquiries, jobs and paperwork move through your business today, and we will map the system that joins them.
Ceejay Intelligence builds custom business software around the way your company works.
