Jobs and operations

From quote to paid. Keep the whole job connected.

A working, tested application for service businesses that need job, stock, labour and billing information in one place.

See it working ↗
A working Checdit application

Practical tools for the way you work.

Run customer jobs from quote through scheduling, time, materials, proformas and payment status, with stock and job costs kept together.

  • Customers, jobs, quotes, deposits and an eight-stage job lifecycle
  • Staff calendar, jobs to book and daily priorities
  • Log staff time, issue and return materials by job and room
  • Add packages, labour and expenses while controlling staff access to prices
  • Compare estimated and actual costs, hours, profit and margins by area
  • Produce proformas for Xero or MYOB invoicing and monitor invoice status
Jobs and Billing app screens for jobs, labour and billing
A typical workflow

See the process, not just the features.

01

Set up

Create or import a job from a Word quote

02

Deliver

Assign staff and schedule work

03

Review

Track time, stock and charges

04

Bill

Review profitability and finalise billing

Proformas export as files for Xero or MYOB invoicing. There is no automatic two-way sync.

Coming soon

Voice-enabled materials issuing

Record materials issued to a job by speaking rather than typing. The planned voice interaction will let staff review and confirm each issue before it is saved.

Questions

Frequently asked questions

What industries does it work for?

Most businesses that quote, schedule and bill jobs with labour and materials.

How is it different from other apps?

It is built around how your jobs actually run: quote to booking, time and materials, then the proforma. Field staff get a simple screen without prices, the office sees estimate against actual on every job, and it is adapted to your business rather than you adapting to it.

Does it replace Xero, MYOB or Business Central?

No. It runs the jobs, time, materials and proformas. The tax invoice and the accounts stay in Xero, MYOB or Business Central.

Does it create invoices in Xero or MYOB?

It produces a proforma listing what the customer is charged for. You then raise the tax invoice in Xero or MYOB from the exported file; there is no automatic two-way sync.

Can a job be set up from an accepted quote?

Yes. The app reads a Word quote and the email thread and fills in the customer, dates, rooms and package for you to check before saving.

Can we see profit while the job is running?

Yes. Each job shows estimate against actual for every room: revenue, labour, products, profit, margin, and hours worked against estimated.

Can field staff see our prices?

No. Field staff see their jobs, log time and issue or return stock without seeing prices. Admins see quotes, budgets and billing.

How secure is sign-in?

Everyone signs in with their own name and PIN, so every job update, timesheet and stock movement is recorded against the person who did it. PINs are 6 to 8 digits (8 for Admins), and easy PINs such as dates, runs like 123456 or repeated patterns are refused. Five wrong PINs lock that name for 15 minutes, and sign-in expires after 6 hours.

Can I suggest a feature or get a demo?

Yes. CHECDIT is built to adapt to your business, so tell us what you need and we will look at whether it can be added. To suggest a feature or book a demo, use the contact page or email info@checditinnovations.com.

See how it could work for your business.

Tell us about the workflow you're trying to improve. We'll show you a relevant working application.

Request a demonstration