Job card software
Job cards your team actually fills in.
Digital job cards and job sheets for call-outs and site work: planned by crew, filled in on the phone and invoiced in one click.
Call-out to invoice
From the call to the invoice, on one job card.
- 01
Log the call
Who is calling, the company and the job site, with a map link. Or create the job card straight from an accepted quote.
- 02
Plan it
Assign a crew, staff, vehicle and driver, set the date and the ETA you gave the customer.
- 03
Prepare
Materials and tools to bring, and access notes for the site, so nobody drives back for parts.
- 04
On site
Arrival and finish times, work notes by voice dictation, photos and the customer’s sign-off.
- 05
Report
A field report linked to the job card, quote and invoice, written with AI help if you like.
- 06
Invoice
The job card’s items and 15% VAT become the invoice in one click.
Job cards and the job planner come with the Job Card module (R250 a month, free for 30 days). Field reports are a separate module.
Job card software features
Everything on the card, everyone on the same page.
The job card
Everything your team needs on site, on their phone.
- Caller and job siteCustomer, who called, the site address and a Google Maps link.
- Crew, vehicle and driverWho goes, in which vehicle, with sub-contractors and casual hands too.
- ETA and timesThe ETA given to the customer, time arrived and time completed.
- Materials and toolsWhat to load before leaving, plus access and driver notes.
- Work done, by voiceDictate the notes on site and fix the spelling in one tap.
- Photos and sign-offBefore-and-after photos and the customer’s signature on the job.
- Items with 15% VATParts and labour priced on the card, ready for the invoice.
- Order numbersKeep the customer’s order number with the job for easy payment.
Planning and follow-through
The office sees every job and every crew, live.
- Live dashboardWhere each crew is today, jobs done, and the unscheduled backlog.
- Calendar and table viewsPlan the week by crew on a calendar, or work through a list.
- CrewsSet up crews with a lead and members, each with its own colour on the planner.
- IntakeNew call-outs wait in intake until someone releases them to a crew.
- Job statusesOpen, in progress, completed and invoiced, so nothing is forgotten.
- Done, not invoicedSee the money sitting in finished jobs that have not been invoiced yet.
- Customer messagesEmail and WhatsApp message templates for updates to the customer.
- Quote and invoice linksEach job card links to its quote, invoice and field report.
Paper or digital job cards?
Still on paper job cards? Here’s the difference.
Pricing
One plan. Add what you need.
More staff
R287.50/ month per 5 extra staff
- Add five more staff logins at a time
- Switched on inside your CRM
- Billed monthly with your plan
- Remove it again when you no longer need it
CRM Online
R575/month
No VAT is added: CRM Online is not a VAT vendor at present.
- Up to 5 staff logins
- 10 GB of storage
- Your own web address: yourname.crmonline.co.za
- Customers, quotes, invoices, projects, tasks, expenses, reports
- Hosted in South Africa, backed up daily
- Month to month, cancel any time
- 24/7 customer support
Modules
From R20/ month per module
- Every module free for 30 days
- WhatsApp Connect: R1,000 / month
- Statement Manager: R20 / month
- Age Analysis: R20, or R50 with WhatsApp Connect
- Yoco payments & Subscriptions: free
US-dollar prices use one fixed rate:
Job card questions
Straight answers.
Anything else? Email us at support@crmonline.co.za.
What is job card software?
Job card software replaces paper job cards, job sheets and call-out slips with digital ones your team fills in on their phones. In CRM Online a job card holds the customer, the job site, the crew, times, materials, notes, photos and sign-off, and turns into an invoice in one click.
Does it work on a phone?
Yes. CRM Online works in any browser, so your team uses it on their phones on site, and you can add it to the home screen like an app.
Can the customer sign the job card?
Yes. The Job Card module records photos and the customer’s sign-off on the job.
Can I create a job card from a quote?
Yes. Once a quote is accepted, one click creates the job card, and the job card later becomes the invoice.
Can I plan jobs by crew?
Yes. Set up crews with a lead and members, then plan on the calendar or table view and follow the day on the live dashboard.
What does it cost?
Nothing for the first 30 days, and no card is needed. After that it is R575 per month for up to 5 staff. No VAT is added: CRM Online is not a VAT vendor at present. The Job Card module is R250 a month, also free for 30 days.
Start today, decide later
Your own CRM, live in minutes. Free for 30 days.
No card. No setup fee. Then R575 per month for up to 5 staff.