Lead source and customer history
How it works
From first call to paid invoice, without the gaps
Most admin pain comes from handoffs: office to crew, crew to invoice, invoice to follow-up. Job Tracer keeps every handoff on one job record so nothing falls between systems.
Lead capturedMissed call, text-back sent
Stage 1Booked and dispatchedTuesday 9:00am · assigned to Sam
Stage 2Work done on siteMarked complete from the phone
Stage 3Invoiced and paidReview request queued
Stage 4STEP 01
Catch the lead
Calls, missed calls, web bookings, and quote requests all land on one customer record. A missed call can text the customer back before the lead goes cold.
- Missed-call text-back
- Online booking pages
- Customer and site history
STEP 02
Schedule and dispatch
Drag jobs onto the calendar, see conflicts before they happen, and dispatch by role, team, priority, and location. The crew sees their day on their phone.
- Drag-and-drop rescheduling
- Conflict warnings
- Team capacity at a glance
STEP 03
Do the work
The tech opens the booking on their phone and has everything: customer, site, scope, and notes from the quote. They do the work and mark the job complete before leaving the driveway.
- The full job on the tech's phone
- Site notes and details on hand
- Job marked complete on site
STEP 04
Get paid and get rebooked
Invoice from the job record, take card payments online, and let reminders chase overdue balances. Review requests and rebooking nudges go out on time, automatically.
- Online payments and Xero sync
- Automatic overdue reminders
- Review requests and rebooking
The job record
Everything the job knows, in one place
The job record is the backbone. Office, crew, and follow-up all read and write the same timeline.
Quote value, age, and approval status
Assigned user, team, role, and calendar slot
Documents, photos, reports, and internal notes
Invoice state, deposit state, review, and rebooking
Activity log across office, crew, and customer follow-up
See it with your own jobs
The fastest way to judge it: bring a real week of work to a 20-minute demo, or load it in yourself on a free trial.