Set-up guides

How to set up JobCardOS for an electrical contractor

Every callout and COC carded with the address, worked and signed off on site, and invoiced without retyping it.

About 20 minutes · 7 steps

Step 1

Sign up and choose Electrical Contracting

Pick Electrical Contracting when you sign up. You start with an electrical contractor's price list — callout & assessment, fault finding, plug point installation, geyser element replacement and more — which you edit to your own prices under Settings → Services.

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

Step 2

Put your logo on the job card

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.

Branding settings for a demo electrical contractor with its logo uploaded and job card terms filled in
Demo account — every name and number is invented.

Step 3

Bring your customers across

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.

Step 4

Book a job in

Book a job in asks for the customer, their number and what needs doing — a COC, fault finding or a DB board upgrade, 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.

The book-a-job-in screen on a phone for a demo electrical contractor
Demo account — every name and number is invented.

Step 5

Print the job card

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

A printed job card for a demo electrical contractor
Demo account — every name and number is invented.

Step 6

Move each job through, and tell the customer

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.

The week view for a demo electrical contractor
Demo account — every name and number is invented.

Step 7

Invoice from the job

When the work is signed off, Invoice prints straight from the job with your logo and banking details — nothing retyped. Customers you bill monthly get one statement instead.

An invoice for a demo electrical contractor
Demo account — every name and number is invented.

Ready to set up your electrical contractor?

Plans from R249 a month, month to month. Rather see it first? Ask for a demo and we will walk you through it.