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.
The week's jobs
The week is on a whiteboard only the office can see. Someone gets booked on a day they are off. Timesheets come back late and on paper, and the invoice goes out a fortnight after the job, if someone remembers.
Job management covers the planning board, the app your team uses on site and the invoice at the end, without anyone retyping the job in between.
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.
2Let the team know
Notify or email the people whose diaries changed, straight from the board, rather than ringing round on a Sunday night.
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 before they leave.
The team app on site 4From hours to invoice
Time, materials and charges sit on the job, ready to invoice, so you bill sooner and for everything that was done. Invoices go to Xero, QuickBooks Online, Sage or FreeAgent.
Where jobs come from
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 be attached to it as a helpdesk ticket, so its whole history is 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.
Book a demo
We'll show you the CRM using work like yours, and answer whatever you want to ask.
Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.