Job management software for UK trades and field service
Call it job management software for trades, tradesman job management software or field service management software UK — every enquiry, quote, schedule, field record and invoice on one connected job management system, built for small UK trade and service teams replacing paper, spreadsheets or disconnected tools that don’t talk to each other.
How the job lifecycle fits together
Six stages, and the value is that the same record carries through all of them — nobody re-types a customer’s address into a second system.
The enquiry arrives
A phone call, a website request or a repeat customer creates a lead with the site, the service wanted and what they told you.
It gets quoted
A single-price or three-tier estimate builds from your own price book. The customer approves it with a one-time code and a signature — no verbal yes nobody wrote down.
It gets scheduled
A drag-and-drop board assigns the job to an engineer, with clash detection flagging overlaps or unrealistic travel time.
The field team does the work
The engineer sees the job, the access notes and the customer history from their own device, and records notes, time, materials and photos as they go.
It gets invoiced
The completed job becomes an invoice with the line items already on it, with an optional office-approval step before it's sent.
Payment is recorded
Opsler records what was collected — cash, card link, or your own payment handle — at no platform fee, so nothing comes off what you collect.
Capture enquiries and customer/site details
Office staff create a lead the moment a call comes in, or a request from your website creates one automatically. A returning customer’s phone number is matched to their existing record rather than duplicated, and the enquiry routes to the team from their most recent job.
Create quotes and secure verified approval
Estimates build from your own price book — a single price, or three tiers if you want to offer options — and the customer approves on the spot with a one-time code sent by email and a typed or drawn signature. What gets recorded is who approved, which option, and when.
Schedule jobs and assign engineers
A drag-and-drop dispatch board shows who’s booked and who’s free, with a flag when two jobs clash or don’t leave enough travel time between them. Recurring maintenance visits generate on a rolling 30-day horizon rather than being tracked on a separate spreadsheet. See the full scheduling workflow.
Give the field team the correct job record
The engineer sees the customer, the site, the access notes and the job history from their own device — a browser-installed app on desktop, Android or iPhone, with no app-store download required.
Record work, photos, time and materials
Before and after photographs attach to the job, time worked and materials used are logged against it, and a customer signature confirms the work is done — all part of finishing the job rather than a separate paperwork step afterward.
Create invoices and manage payment status
The completed job becomes an invoice with the line items already on it, with an optional office-approval step before it goes out. Opsler records what was collected — cash, a payment link from your own processor, or an admin-locked QR code — at no platform fee, so nothing comes off what you collect.
VAT, MTD, Xero and certification boundaries
VAT applies per invoice line as a tax type you set once — mark it default and it lands on every quote and invoice from there without being chosen each time. For the books, Pro exports a Xero-formatted or QuickBooks-formatted CSV your bookkeeper imports as one reviewed batch, on your own schedule. Payments are recorded against the invoice — cash, a payment link from your own processor, or an admin-locked QR code — at no platform fee, so nothing comes off what you collect. Trade certification — Gas Safe, NICEIC and the rest — stays with your own registration; Opsler carries the job record and photos that back it up.
Choose and test job management software
Run one real job end to end before you decide anything: capture the enquiry, quote it, schedule it, complete it with photos and a signature, and invoice it. If that path feels natural on your own jobs — not the vendor’s demo data — the rest is detail.
Free Budding plan: 2 seats, 50 jobs a month. Pro is $25 per seat per month with no seat minimum and a 14-day trial that doesn’t ask for a card.
Job management software questions
Software that carries a piece of work from the moment a customer gets in touch through to the moment they've paid, as one connected record rather than a notebook, a calendar and an accounting login that don't talk to each other. In Opsler that's the customer and site, the quote, the schedule, the field record, the invoice and the payment status, all attached to the same job. For a UK trade or service business, the practical test is simple: can you open one screen and answer "where does this job actually stand?" without calling three people.
An enquiry becomes a lead, a lead becomes a quoted and approved job, a job gets scheduled to an engineer, the engineer completes it with photos, notes, time and materials recorded against the record, and the finished job becomes an invoice. Every step reuses the same customer and job detail rather than re-typing it, which is where most of the value actually sits — not in any single feature, but in nothing needing to be entered twice.
Opsler is $25 per seat per month with no seat minimum, plus a free plan for two seats and 50 jobs a month. VAT is a tax type you set once, mark as default, and it applies to every quote and invoice from there at your own rate. For the books, Pro exports a Xero-formatted or QuickBooks-formatted CSV your bookkeeper imports as one reviewed batch — a clean handover on your schedule rather than a live two-way sync.
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Jobber alternatives (UK)
How Opsler compares to nine other vendors
Simpro alternatives (UK)
Lighter options for teams Simpro over-serves
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UK electrician software
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UK maintenance scheduling software
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Pricing
$25/seat/month, no seat minimum
Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, and a free branded website — start completely free, upgrade to Pro when you scale.
Free forever on the Budding plan. No credit card required.