How to set up JobCardOS for a gate and garage door company

Pick Gates, Garage Doors & Access when you sign up. You start with a gate and garage door company's price list — callout & assessment, remote programming, garage door service, gate motor service and more — which you edit to your own prices under Settings → Services.

Add each technician under Settings → Technicians so every job can be assigned to whoever is doing it.

Under Settings → Branding, upload your logo and write the terms you want above the customer's signature. Your logo then appears on every printed job card, invoice and statement.

Under Customers → Import, upload your customer list as a spreadsheet (CSV). Name first; phone, email and address are picked up if they are there. The address shows on every job and opens in Google Maps.

Book a job in asks for the customer, their number, the installation and what needs doing — a gate motor service or remote programming, for example. It takes under a minute, on the phone or at the desk.

Straight after, one tap opens WhatsApp from your own number with the confirmation already written.

Print job card gives an A4 card with your logo, the customer, the installation (make, model and serial number), the work requested, the estimate and a signature line — with a tear-off tag carrying the job number.

Jobs move Booked → On Site → Work in Progress → Work Done → Signed Off, in the words your trade uses. The week view shows what is on each day; when a job is done you are offered a one-tap WhatsApp to the customer.

On a customer's page, set work to repeat every month, quarter or year. Each visit lands on your week by itself with the same service and price, and you can pause or stop it at any time.

Every job is kept against the installation itself. Open any job and you see everything done to that installation before; open a customer and you see each of their installations and when each was last in.