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Paperless office: digital forms and job tracking

From paper to simple digital tools

We turn paper forms, messy spreadsheets and scattered messages into one organised system.

Important info lives on paper or in someone's head.

You have spreadsheets everywhere.

Jobs and details fall through the cracks.

  • Job #1047 · CompletedSigned by Jordan Smith · 2:41 pm
  • Office notifiedInvoice ready to send
  • Next job · 3:30 pmRiverview · directions sent

Digital forms

Watch a job sheet go digital

Keep scrolling. Every scribble lands where it belongs.

Plumbing & heatingNo. 1047

Job sheet

CustomerJordan Smith, 12 Oak Rd
Date / timeTues?? ~2ish
Work doneboiler ✓ system ✓ controls ✓ safety ✓
Parts / labourparts ~$40? + 1½ hrs
Customer signature
NotesCALL OFFICE WHEN DONE!!
9:415G
Job #1047In progressCompleted
JSJordan Smith12 Oak Road, Riverview3 past jobs
Oct14Tue 14 Oct · 2:00 pm Reminder texted
Work doneBoiler serviceSystem checkControls testSafety check
Parts$38.50Labour · 1.5 h$135.00Total$0.00
Signed · 2:41 pm
Office notifiedInvoice ready to send

What you get

Six things you get to throw out

Everything paper did for you, done properly. Hover or tap a card to see what it replaced.

Before: the clipboard

Site visit

Access key under mat2 photos attachedSubmit
paper

Replaces the clipboard

Digital forms

Replace paper with forms on any device.

Before: the card box
JorJSJordan Smith12 Oak Road · 3 jobsJLJordan Lee4 Elm Street · 1 jobJOJo Ortiz88 Bay Road · 5 jobs
paper

Replaces the card box

Customer records

Every customer, job and note in one place.

Before: the carbon quote book

Quote #212

Patio door, fitted$1,240Old door removal$240Total$1,480Sent 9:02Viewed 9:40Signed 10:12Approved by R. Johnson
paper

Replaces the carbon quote book

Quotes & approvals

Send, sign and approve online.

Before: the whiteboard
To doHarris · re-quoteMiller · leaksTodaySmith · boilerJones · bathroomDoneNew fence
paper

Replaces the whiteboard

Job tracking

See what's done, what's next and who's on it.

Before: the filing cabinet
Invoice #1047.pdfSentWarranty, Oak Rd.pdfSharedSite photos (6)SyncedGas safety cert.pdfFiled
paper

Replaces the filing cabinet

Documents

Files that go to the right person, every time.

Before: the 99+ group chat

# today

SKSamVan keys are on the hook.PRPriyaCarter moved to 3 pm. Calendar updated.Seen by the whole team
paper

Replaces the 99+ group chat

Shared workspace

One place your whole team can use.

Shared workspace

One update. Everyone knows

The doorstep, the office and your phone all see the same job, the moment it changes. No calls, no chasing.

A tradesperson holds out a tablet while a homeowner signs on it at her front door
On site
Signature capturedJob #1047 · 2:41 pm

Signed on the spot

An office manager smiles at her monitor as a job comes in
In the office
Job #1047 → CompletedInvoice ready to send

Seen straight away

A business owner in his van smiles at a notification on his phone
On the road
Jordan Smith signed offJust now · Riverview

You get the ping

How it works

Map it. Set it up. Train the team

customer ringsRequest form
sticky note… fridge?Customer record
Dave's notebookJob board
the whiteboardSigned on site
invoice (eventually)Invoice sent

Questions

Quick answers

Not always. Often we set up tools you already pay for.

Ready when you are

Tell us a little about your business. We'll take it from there.