Job Management System

Do you need to manage many jobs a day like a plumber for example? Do you handle numerous callouts each day perhaps like a property maintenance services? Do you have more than one customer that you receive jobs from? Well, in that case you are in the right place.

With Entity from Poole Software you will be able to record, track, complete and invoice your jobs with ease and peace of mind. The system is designed for trades such as plumbers, property maintenance, EV Charging equipment maintenance or any other trade where engineers have to go out and fix assets, whatever they may be.

Key Features

• Manage customers and branches.
• Manage catalogue of products.
• Upload price-files.
• Create worksheets and track them through.
• Invoicing.
• Reports / exports.
• Dashboards.

Manage Users and Roles

Entity allows you to compile new roles made up of individual permissions so that you can give each user just the access they need and no more. It gives you total control over who can access which part of the system and what they can do.

Manage Your Accounts

Entity provides the facility to add new customers (or accounts) and configure them in whichever way you like. The system supports many rules to suit different customers.

Manage Your Jobs

Entity allows you to create new worksheets for your jobs and capture all the information you need to ensure the job runs smoothly from start to finish. Jobs can also be allocated to branches or subcontractors. All activity against a job is logged and made available to view. You can even upload files against a job.

Reports / Exports / Dashboards

Entity has a comprehensive set of reports and exports to give you all the management information you need to make sure you can act and see ahead. The dashboards are comprehensive and modern.

If you need a system to manage all your daily bookings, get in touch with us today. We specialise in job management systems.