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Before switching to Joblogic, Oakland Air Control managed its operations across disjointed platforms that posed a risk to reliable and efficient service delivery. Oakland needed an intuitive, cloud-based system tailored to HVAC to replace its expensive, outdated software and provide critical mobile functionality.
Oakland Air Control, a growing HVAC and facilities management provider, delivers essential heating, ventilation, and air conditioning services across England. In operation for more than 30 years and with a steadily expanding client base, Oakland has established a reputation for service excellence. To continue its growth and maintain exceptional service delivery, Oakland sought a centralised field service management platform to unify its operations and boost efficiency.
Alistair Henderson, Oakland’s Service & Maintenance Director, played a key role in implementing Joblogic. After rising through the ranks from field engineer to director, he understood the operational challenges Oakland faced. Today, he credits Joblogic with transforming the business’s service delivery, streamlining admin, and improving customer satisfaction over the last decade.
Before switching to Joblogic, Oakland managed its operations across disjointed platforms that lacked the functionality and reliability required for efficient service delivery. Engineers relied on clunky laptops and a mix of legacy software and manual processes that often failed to meet the demands of fieldwork. Manual scheduling slowed them down, and staff had to juggle multiple platforms to handle F-Gas compliance and asset tracking.
Oakland needed an intuitive, cloud-based system tailored to HVAC that could replace its expensive, outdated software and provide mobile functionality. Mobile access plays an important role in HVAC, helping engineers access job details, asset histories, and forms on-site without relying on phone calls or paperwork. Joblogic delivered exactly that.
Since adopting Joblogic, Oakland Air Control has seen tangible benefits across its operations
Oakland chose Joblogic to:
Replace outdated desktop software with a modern, cloud-based solution
Equip engineers with mobile tools that required minimal training
Streamline F-Gas and asset management to meet REFCOM and ISO 9001 standards
Improve visibility and communication between field and office staff
NCG’s spreadsheet-based maintenance process became unmanageable, slowing visibility and collaboration across 75+ services.
All maintenance jobs were managed in a single spreadsheet, making it difficult to handle work across 75+ services.
The system became harder to maintain as more sites were added.
Tasks were tracked manually using a basic traffic-light system, leading to confusion and slow updates.
Long email chains were required for updates, resulting in poor visibility and inconsistent collaboration.
Departments and external contractors struggled to work together efficiently due to slow and fragmented communication.
NCG needed a scalable, centralised system to streamline maintenance operations and improve real-time visibility and teamwork.
NCG needed a structured, centralised system that could scale with 75+ services.
They required real-time visibility of maintenance and compliance.
The team wanted a solution that supports live job tracking and instant reporting.
They needed a simple, easy-to-use interface suitable for colleagues with varying technical skills.
NCG aimed to improve collaboration across departments and with external contractors.
Oakland keeps detailed, audit-ready records of refrigerant usage and cylinder movements. This simplifies site reporting and helps the service team stay proactive during inspections.
Oakland now handles planned maintenance contracts with greater accuracy and speed, from initial scheduling to final invoicing. This has helped improve customer service while reducing administrative load.
Engineers work more independently, using their phones to access job details and asset histories. This minimises office support needs and accelerates completion times.
Clients stay informed through real-time access to documentation and job statuses, improving trust and reducing the need for follow-up calls.
This tool from the Joblogic Marketplace keeps sales momentum going by automatically chasing open quotes. This ensures consistent follow-up, even when the team is busy elsewhere. Data analysis shows it has generated an additional £10,000 of PPM sales since implementation and supported the acquisition of £25,000 in additional works.
An overview of the four essential phases guiding the project from initial discovery to final delivery.
STEP
1
Conducted in-depth workshops with key stakeholders to understand challenges, map current workflows, and validate the most critical needs for change.
STEP
2
Outlined the core MVP features—intelligent scheduling, mobile engineer app, invoicing, and reporting—aligned to business priorities.
STEP
3
Launched a pilot with selected engineers to validate usability, collect feedback, and refine the system before wider deployment.
STEP
4
Rolled out Joblogic across departments with structured onboarding and tailored training for engineers, administrators, and managers.
STEP
5
Introduced advanced reporting and a customer portal while providing ongoing support and enhancements to drive long-term value.
A structured process that ensured the right solution, smooth adoption, and long-term impact for the client.
Review processes and align technology to client needs
Pilot, train, and roll out across the organization
Ongoing updates, feedback, and long-term growth
Since adopting Joblogic, Oakland Air Control has seen tangible benefits across its operations:
Stronger compliance: The dedicated F-Gas module, endorsed by REFCOM, helps Oakland meet all industry regulations with ease. Auditors rely on the system, and the team generates reports quickly.
Reduced operational costs: Labour and stationery expenses fell thanks to streamlining mobile reporting and reducing manual admin tasks.
Smarter service management: The team now manages PPM contracts more efficiently, from asset allocation through to invoicing – improving customer service and internal control.
Paperless processes: Oakland eliminated nearly all physical paperwork, improving day-to-day operations by reducing overheads and accelerating turnaround times.
Increased revenue: The Quote Reminder Marketplace App recovered previously lost revenue by automating follow-ups and driving conversions.
Consistent sales growth: Oakland has experienced consistent growth in its HVAC and Trend Controls maintenance base, with year-on-year increases between 2022-2024 of 13% and 27% respectively. This expanded contract base has naturally led to additional work, further contributing to overall sales.
Today, the team uses Joblogic for nearly all service operations, optimising daily workflows, and improving the overall service experience, which has enhanced consistency and service delivery.
Service & Maintenance Director
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