Finance Management Software

Automate and streamline billing for contract-based work.

• Generate invoices directly from job records.
• Track payment statuses and outstanding balances.
• Integrate with accounting software for seamless financial management.

Gain full visibility into job-related expenses.

• Monitor costs associated with labour, materials, and overhead.
• Compare actual vs. estimated costs for better budgeting.
• Generate financial reports to track profitability.

Control procurement within contract agreements.

• Create and track purchase orders for job materials.
• Automate supplier order processing.
• Ensure accurate financial tracking of purchased materials.

Ensure materials are available for job-related work.

• Monitor inventory levels linked to job expenses.
• Automate reordering for essential materials.
• Prevent stock shortages that could impact service delivery.

Offer flexible payment solutions for job and contract services.

• Accept online and mobile payments.
• Automate recurring payments for long-term contracts.
• Reduce late payments with automated reminders.

Seamlessly connect payment processing with financial tracking.

• Integrate with Stripe, PayPal, and other payment platforms.
• Automate payment reconciliation within accounting systems.
• Ensure fast and secure payment processing.

Gain insights into financial performance and profitability.

• Track job costs, revenue, and outstanding invoices.
• Generate custom financial reports.
• Improve forecasting and financial planning.

Connect financial data between job management and accounting systems.

• Sync invoicing, payments, and financial records.
• Automate reconciliation between Joblogic and accounting platforms.
• Reduce manual data entry and errors.

Manage financial transactions with subcontractors.

• Assign jobs to subcontractors with financial tracking.
• Monitor subcontractor compliance and payment terms.
• Ensure seamless financial reconciliation.

Track job-related assets and maintenance schedules.

• Assign assets to specific jobs for accurate cost tracking.
• Monitor asset performance and maintenance history.
• Automate service reminders for job-linked assets.

Provide clients with self-service access to financial information.

• Allow customers to view invoices, payments, and service records.
• Enable clients to submit job-related payment requests.
• Improve customer transparency and reduce admin workload.

Oversee and track all jobs in one place.

• Assign and monitor jobs with real-time tracking.
• Track job progress and associated financials.
• Ensure accurate billing for completed work.

Automate scheduling for revenue-generating jobs.

• Plan and dispatch jobs efficiently.
• Assign engineers based on job profitability.
• Reduce scheduling conflicts with real-time updates.

Maintain accurate financial records for completed jobs.

• Generate digital job sheets linked to invoicing.
• Store engineer notes, photos, and client signatures.
• Improve financial documentation for auditing and reporting.

Improve financial communication with built-in calling.

• Make and record financial calls directly within Joblogic.
• Store call logs linked to financial transactions.
• Improve finance-related client engagement.