Jobs, work orders and parts in one place
Contractors and field service teams quote a job, send a crew, use parts from stock and invoice when it is done. Crux starts with Customers, Jobs and Work orders, with inventory and purchasing switched on.
Usually the Complete plan. Jobs and billing, parts from stock, and crew payroll.
- CRM & Sales
- Projects & Tasks
- Inventory & Purchasing
- Finance & Billing
- People & HR
Jobs
from booking to invoice
Parts
out of stock automatically
Crews
on shifts and timesheets
What it does for you
A job flow from booking to invoice
Jobs and work orders move from booking to completion, and a fulfilled work order creates its draft invoice.
Site details on customers and jobs
Extra fields for access notes, site address and equipment travel with the record.
Parts from stock
Items across warehouses or vans, low-stock alerts, and stock taken out when an invoice is issued or an order is delivered.
Purchase orders to suppliers
Order parts, receive them in part or in full, and let cost update itself.
Crews on shifts
Shifts, timesheets and payroll that follows hours worked, with payslips.
A pipeline for bigger bids
Commercial bids are tracked as opportunities, separate from everyday jobs.
Speaks your language
The product starts with the words your trade uses. You can rename any of them.
- Client
- Customers
- Project
- Jobs
- Order
- Work orders
- Deal
- Opportunities
A normal week
- 1A customer calls and a quote is sent
- 2The accepted quote becomes a work order and a job
- 3The crew logs time and uses parts from stock
- 4The work order is fulfilled and the invoice drafted
- 5Payment is recorded and a receipt is issued
The apps behind it
Other industries
Run your trades and field service on Crux
Try the demo, then tell us how you work. We set it up and you are running within 24 hours.
