Delivery managementNew
Win the deal and the plan builds itself, with every job on one Gantt and the knock-on of any change shown first.
More on delivery managementIceBubble CRM
Job management
Book the right person on the planning board, run the job from the app on site, and turn the hours into the invoice, all in the same system as the deal.
Sound familiar?
- The week's jobs are on a whiteboard that only the office can see.
- Someone gets booked on a day they are on holiday.
- Timesheets come back late, and on paper.
- The invoice goes out a fortnight after the job, if someone remembers.
Job management puts the planning board, the app on site and the invoice in one place, so a job goes from booked to billed without anyone retyping it.
How it works
1Book on the planning board
See the week, the day or the month by person, with the jobs still to book down the side. Filter by skill or client and drag a job onto someone's day. Holidays and sickness already show, so nobody gets booked when they are off.
Why it matters: you plan with the whole picture in front of you, and the team can see it too.
2Let the team know
Notify or email the people whose diaries changed, straight from the board.
Why it matters: no ringing round on a Sunday night to say where everyone needs to be.
3Run the job on site
The team see their jobs in the app on iPhone, Android or Windows. They work through the checklist, take photos, record their time and get sign-off on site.
Why it matters: what happened on site is recorded on site, not remembered later.
4From hours to invoice
Time, materials and charges sit on the job, ready to invoice. Invoices go to Xero, QuickBooks Online, Sage or FreeAgent.
Why it matters: you bill sooner, and for everything that was done.
Part of the CRM, not bolted on
Jobs come from won deals in the pipeline or from a delivery plan, use the same people and holidays as absence, and show up in your reports. A customer email about a job can land on it as a helpdesk ticket, so the whole history sits together.
Works with
Team and absence
Holidays and sickness booked once, approved in a click, and shown on the planning board.
More on team and absence
Helpdesk and inbound email
Customer emails land as tickets, attached to the right client and job, with notes and replies in one thread.
More on helpdesk and inbound emailFrequently asked questions
Does the app work on phones?
Yes. The CRM runs in the browser on any device, and field teams have their own app for iPhone, Android and Windows.
Can we book by skill?
Yes. Filter the planning board by skill or client to find the right person for the job.
Can a job be part of a bigger project?
Yes. Jobs can sit inside a delivery plan with stages, dates and a Gantt chart. See delivery management.
See it working on your own work
Book a demo and we'll show you IceBubble CRM with examples from your kind of business, answer your questions, and tell you honestly whether it fits.
Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.