Accurate invoices from your trade clients, synced straight to their accounting software.
JobTek helps UK trade and field service businesses manage their work from enquiry to payment. When your clients use JobTek, their invoices, credit notes and payments sync with Xero, QuickBooks Online, Sage Accounting or FreeAgent, using the accounts and tax rates you select.
What changes for your practice
Your clients manage quotes, bookings and invoices in JobTek, while you receive clear, consistent records in the accounting software you already use. Each invoice is created once and stays linked to the job it relates to.
Invoices raised once
Invoices are created from the job and exported when finalised or sent, with customer details and invoice lines mapped according to your settings.
Your chart of accounts
Map labour and materials to separate income accounts, allocate deposits to a liability account and match tax rates to your accounting settings.
Keep payment records up to date
Payments sync both ways between JobTek and Xero, QuickBooks Online or Sage Accounting. In FreeAgent, payments marked as explained update the matching invoice in JobTek.
Simpler payment reconciliation
Keep Stripe, GoCardless and PayPal receipts in separate clearing accounts, making payments easier to track and reconcile.
Corrections done properly
Use credit notes, refunds or voids to correct a sent invoice, with a full history of what changed.
Complete visibility
Every export is logged in JobTek's sync history, so you can see each invoice's status at a glance.
Four leading accounting platforms
Your client connects the one you already work in.
Xero
Invoices and credit notes with attachments and tracking categories, and payments synced both ways.
See XeroQuickBooks Online
Invoices and credit notes mapped to your products and income accounts, with payments synced both ways.
See QuickBooks OnlineSage Accounting
Invoices and credit notes mapped to your ledgers and kept up to date, with payments in step.
See SageFreeAgent
Invoices, credit notes and payments using your categories, bank accounts and VAT.
See FreeAgentSetting up a client in four steps
- 1Connect
An administrator signs in to the accounting software from JobTek and approves the connection.
- 2Map
You choose the income, deposit, payment and tax mappings your client should use.
- 3Send
The first invoice goes across, ready for you to check in the books.
- 4Run
From then on, invoices export as they're finalised or sent, and payments are imported on a regular schedule.
Built for the trades your clients run
JobTek is designed around field work: plumbers and heating engineers, electricians, builders, cleaning companies, property maintenance teams, fire and security engineers and many more. Deposits, stage invoices and credit notes are handled on the job, so what reaches the books matches the work that was done.
Questions advisers ask
Which plan includes the accounting connection?
JobTek Professional, which also includes online payments, invoice reminders and the customer portal.
Do clients keep using their accounts software?
Yes. Jobs, quotes and invoices run in JobTek, and the books stay in Xero, QuickBooks Online, Sage Accounting or FreeAgent.
Can clients bring their customer list across?
Yes. They can import up to 500 customers at a time from their accounting software, with contact details and addresses.
How can a client try it?
Every new account starts with a 30-day JobTek Professional trial, with no card needed, so the accounting connection can be set up and tested straight away.
Recommend JobTek to your trade clients
Tell us about your practice and the trades you work with, and we'll show you how JobTek fits your clients' work.