Job details in one place

Job scheduling that keeps office and field teams aligned

QuickQuote Flow brings appointments, job ownership, status and project records into one workflow. Field staff record the work on site while the office keeps the next handover visible.

Try the Browser Demo View Pricing

Mobile access on site
Capture without a signal
Web, iOS & Android

Job view in QuickQuote Flow with appointment, status, responsibility and tiles for hours, photo, material and delivery note

Live from the app

The plan and the job are one thing.

No second calendar, no whiteboard sync: every job hangs on the project, and whoever takes it has all the job data with them.

Appointments with job context
Site visits and jobs sit in the calendar with project, status and ownership.
The plan reaches the break room too
A separate display link puts the read-only weekly plan on a monitor or TV.
The way back is built in
Work done, materials and hours flow back to the office for the editable invoice draft.

Planning in QuickQuote Flow: monthly calendar with site visits and jobs

roles working from the same plan: boss, office, technician, installer

shared state instead of calendar, whiteboard and shouting across the yard

paper plans in the glovebox to reconcile at night

Planning knowledge

Why trade scheduling is not shift planning

A job is more than a time slot. The appointment must carry the project context with it.

What makes scheduling for trades different?

Shift planning answers who works when. A trade job also needs the site address, work scope, visit notes, planned material, responsibility and current status.

When the calendar and the project folder are separate, the field team calls the office for context. QuickQuote keeps the appointment, project, owner and job data connected.

Typical friction

Where job scheduling breaks in daily work

Usually not in the plan itself, but because the plan and the job information live in different places.

The morning call

The field worker arrives and calls the office because the work scope is not attached to the appointment.

Two plans in circulation

One plan is in the calendar, one on the whiteboard and the latest change in a message.

No route back

What actually happened on site returns on paper, by voice message or not at all, so the invoice is rebuilt from memory.

No shared status

Only the person who attended knows whether the job is complete, partial or waiting for another visit.

More than an appointment

Jobs and appointments in one place

Keep upcoming site visits and jobs connected to their project records. The office sees the appointment together with the information the field team needs for the job.

Keep job ownership and project status visible
Give field staff access to the relevant job record
Hand actual job information back to the office

A wall display for the team

Put the weekly plan where the working day starts.

One QuickQuote customer keeps the schedule on a screen in the break room. Every field worker can see where the team is today and which jobs are coming up next.

The screen is deliberately not a second planning tool. The owner, office and management team continue to schedule and change jobs inside QuickQuote with their role permissions. The wall display only reads that plan, refreshes automatically and cannot change anything.

Full-screen weekly plan in any browser, with no sign-in on the display
Today’s and upcoming jobs visible to the whole field team
Planning and changes remain role-controlled inside QuickQuote
A separate display link for each screen, revocable at any time
No addresses, phone numbers, notes or prices on the wall

QuickQuote FlowWeekly schedule

24 to 28 August

Lisa Dental practice Dental practice Atelier Nord

Tom Electrical job Electrical job Service call

From office to site

Keep every visit connected to the job

The team can see ownership and status. Information recorded on site is ready for the office to continue working with afterwards.

Clear job ownership

Assign the responsible technician or field operative so everyone can see who owns the next step.

Project details on site

Photos, measurements, materials and notes stay with the project and are available to the mobile team.

Record completed work

Field staff add details of the work completed, the materials used and the hours spent.

Signed timesheets

Working hours can be recorded and timesheets signed as part of the same job record.

Capture without a signal

The mobile apps store new entries locally and synchronise them once the connection returns.

Continue in the office

The office uses the actual field information for an editable invoice draft. The PDF can be created in QuickQuote or imported from the ERP.

A connected job

From scheduling to an invoice draft

Assign the job

Keep the appointment, owner and project information visible together.

Work on site

The field operative accesses the relevant job information on mobile.

Record actuals

Completed work, materials, hours, photos and notes stay with the job.

Office handover

Approved job data supports an editable invoice draft; the PDF can be created in QuickQuote or imported from the ERP.

The field-worker app

What the field team sees on the phone

The assigned job comes with its relevant project information and focused actions for hours, photos, material and delivery notes. Office-only project lists, quote queues and reports stay out of the way.

AI voice notes support 25 languages, and timesheets can be presented for signature in the employee’s language.

Field-worker seats cost less because the mobile role uses a smaller part of the software. The full breakdown is on the pricing page.

Focused mobile job view for a field worker

Clear boundary

What job scheduling is not

Not a shift planner

The focus is project work, not staffing levels and rotating shift patterns. Every job stays connected to a project.

Not a second calendar

The appointment is created from the project, so no separate plan needs to be reconciled with a job folder.

Not an ERP replacement

QuickQuote can create quote and invoice drafts with PDFs or import ERP documents. Accounting, tax and payroll can stay where they are. See the complete job management workflow.

Frequently asked questions

Job scheduling with QuickQuote Flow

What does QuickQuote Flow cover for job scheduling?

It connects projects and appointments with job ownership, status and the relevant project information. Field teams can record completed work, materials, hours, photos and notes against the same job.

How is job scheduling for trades different from shift planning?

Shift planning assigns time slots to people. Job scheduling assigns project work. Each appointment therefore carries the job context the field team needs on site.

What can field staff record on site?

They can capture photos, measurements, materials, notes, working hours and details of the work completed. Timesheets can be signed as part of the job record.

Can the mobile apps be used without a signal?

New entries are stored locally when the connection drops and synchronised when the device is back online.

What does a field worker see in the app?

They see the assigned job and its relevant project information and can record hours, photos, materials and delivery notes. Office-only lists, quotes and reports stay out of their view.

Does each field worker need a licence?

Yes. A field-worker seat costs EUR 19 per month, while office, technician and manager seats cost EUR 29. The base licence already includes two team licences.

Does it work for multilingual teams?

AI voice notes support 25 languages, and timesheets can be presented for signature in the employee's language.

Can we show the weekly schedule on a TV or external monitor?

Yes. The owner, manager or office team creates a separate display link and opens it full screen in the display’s browser, with no sign-in required. The wall display shows field staff, jobs and time periods from the weekly plan and refreshes automatically. Planning and changes remain role-controlled inside QuickQuote; the display is read-only and its link can be revoked at any time.

Does it replace our calendar or ERP?

No. QuickQuote can create quote and invoice drafts with PDFs or import documents from your ERP. Accounting, tax and payroll can stay in your existing systems.

Continue the workflow

See a job in the browser

Follow a job from office to site and back.

No installation and no account required. See how a job is assigned, recorded on site and handed back to the office.