Service businesses
Quote it, schedule it, do it, invoice it
Job management software and a CRM in one, for businesses whose work is jobs — installs, servicing, maintenance, repairs and field service. One system from the first enquiry through to the invoice, so nothing lives in a spreadsheet or someone’s head.
Service businesses using CommTrak
The whole job, not just the sale
Where field service work usually falls apart
Rarely in the doing. Almost always in the hand-offs between quoting, scheduling, the van, and the invoice.
Scheduled, not remembered
Workflows carry each job through its steps, with to-dos landing on the right person at the right stage rather than depending on someone chasing.
The field team has the detail
Formatted job descriptions with pasted images flow through to Job Cards and technician emails, so what is on site matches what was quoted.
Billed while it is fresh
Raise the invoice against the job that generated it and send it through Xero or MYOB, instead of reconstructing the month at month end.
The modules that matter here
Where a service business gets the value
Projects, Workflow & To-Do
Define the process once — including a Kanban-style Task Board for running the week visually.
View featureJobs & Tickets
Dispatch and track field work, manage technicians, and close the loop on service requests.
View featureInvoicing
Bill from the job record and send via your Xero or MYOB integration — no double entry.
View featureInventory & Products
Parts and stock reserved through the job, with purchase orders, freight and custom charges captured.
View featureData Sheets & Forms
Site checklists, safety forms and customer sign-off, built without a developer.
View featureCustomer Portal
Let customers log a request and see where their job is up to, rather than phoning to ask.
View featureNot quite you?
CRM for telecommunications & IT
In telco, ICT or managed services? There is a version of this built specifically around PBX integrations, contracts and support tickets.
See CommTrak against your own service business
Tell us how the business runs today and we’ll show you the parts that apply — no scripted demo.