Field service software crews actually use
Jobs, quotes, invoices, materials, expenses, equipment hire, schedule, site assessments, temps, trade partners and profit in one system — for HVAC, construction, solar, facilities, property maintenance and site-based trades.
Built for
Property & facilities
HOAs, body corporates, FM teams and reactive repair crews who live on work orders and access notes.
HVAC
Install, service and call-out teams — plant rooms, commercial sites and residential units on one job board.
Construction
Site crews and small contractors who need quotes, materials, temps and stage billing without a heavy ERP.
Solar
Survey, install and aftercare loops — assessments, materials, crew and quote acceptance on the same job.
Electrical & plumbing
Trade contractors who quote on site, pull stock or raise POs, and bill when the visit is done.
Other site trades
Waterproofing, carpentry, landscaping and similar crews who run jobs off WhatsApp today.
The problems we solve
Big ERP, little field help
Finance suites demand forms the crew will never fill in — while WhatsApp still runs the job, the quote and the “we’re on site” update.
FSM without the money picture
A jobs app schedules the day but stops at the invoice. Stock, temps, expenses and profit stay in other tools.
Ops live in five different tools
Quotes in chat, stock in a spreadsheet, temps in a notebook, invoices elsewhere — nothing ties the work order to the books.
Temps, crew and pay don’t connect
Who was on site, what they earn, and whether they were paid only becomes clear after payday drama.
Stock and suppliers are a scramble
Yard balances and purchase orders live apart from the job. Shortfalls show up when the crew is already on site.
Profit is a month-end guess
Deposits, job costs, temp pay, rent and other expenses never meet in one view — so margins stay opaque.
A typical day on Zuri
- 01
Know the client and the site
Keep HOAs, body corporates, facilities, commercial sites, homeowners and project clients on proper profiles — with site, unit and access notes ready for every work order.
- 02
Survey, quote and win the work
Run a site assessment when you need measurements — HVAC plant, solar layout, construction stages — then build the branded quote on the job, send for accept or decline, and assign crew, temps and trade partners.
- 03
Materials, stock and suppliers
Pull materials from the quote, use yard stock or raise a purchase order, receive against it, and keep material margin visible on the job — including client-supplied items.
- 04
Schedule visits and keep proof
Book site visits on the schedule, work the Today board, upload before and after photos, and keep documents and assessment reports on the job.
- 05
Bill the client and pay the team
Send deposit or balance payment requests, record payments, generate detailed invoices, settle temp and trade-partner payables, and run staff payroll when you need it.
- 06
Close the loop in the books
Fold job revenue, costs, expenses and payouts into Financial Hub and the dashboard — ERP-grade money tracking fed by real field work.
Capabilities that matter here
Job Management
Quotes, invoices, materials and the crew stay with the work — so the office and the van stop reconstructing the week from chat.
DetailsService Costing
Link products to each service as a recipe — see real material cost when the job finishes.
DetailsSite assessments
Capture measurements and photos on site — then push them into the draft quote.
DetailsTrade partners
Keep plumbers and electricians on the work order with planned cost and payables.
DetailsFAQ
See Zuri for field & maintenance
Other industries