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Zuri Client Lync
JOB MANAGEMENT SOFTWARE

Job management from enquiry to paid

Quotes, invoices, materials, expenses, equipment hire, schedule, site assessments, trade partners and temps on one job — job management software for HVAC, construction, solar, field service and trades.

The problems we solve

Jobs reconstructed from chat

Quotes, photos and “we’re on site” updates never land in one place.

Temps, partners and crew pay disconnected

Who worked the job and what they earn only becomes clear after payday drama.

Materials and surveys untracked

Measurements live in a notebook; stock and purchase orders live in a spreadsheet beside the job.

Project costs surprise you at invoice time

Fuel, hire deposits and day-rate labour never made it onto the job — margin only becomes clear after the fact.

Schedule lives on someone’s phone

Site visits and confirmations never make it back onto the job.

What you get

7Open
3In progress
2Unpaid

Quoted

2
IM

Roof leak — Unit 4

JOB-1038 · Illovo Manor Estate

1 action2 crew
QuotedR 12,800
Unit 4 · IllovoThabo
PN

Parkhurst geyser drip

JOB-1041 · Priya Naidoo

Enquiry
QuotedR 4,200
12 4th Ave, ParkhurstSipho

In progress

2
BM

Bryanston balcony torch-on

JOB-1042 · Bryanston Mews BC

2 actions3 crew
In progressR 18,400
140 Main Rd, BryanstonThabo
GB

Mall HVAC service

JOB-1039 · Greenpark Body Corporate

1 crew
In progressR 8,600
Plant room BSipho

Billed

2
HM

Gate motor replace

JOB-1031 · Houghton Manor

BilledPaidR 6,450
Main gateCrew B
DM

Kitchen mixer & pipework

JOB-1028 · Daniel Meyer

BilledAR R 2,100R 9,800
Houghton kitchenThabo
See all Job Management details
  • Pipeline board

    Drag jobs through enquiry, quoting, on site, billed and paid.

  • Quotes and invoices

    Edit the branded quote PDF on the job, send for accept or decline, then reuse the same numbers when you invoice and send payment requests.

  • Materials, expenses and hire

    Project materials with POs, job expenses, and equipment hire with deposits — on the same job as the work.

  • Site assessments

    Field measurements and diagnostics that feed draft quotes and materials.

  • Job financial controls

    Optional target vs actual matrix and Financial Hub Jobs portfolio so slippage does not eat margin.

  • Temps and trade partners

    Casuals and subcontractors with rates and payables tied to the job.

FAQ

See Job Management Software in Zuri