Imagine you run a plumbing, HVAC, or electrical service business that uses JoliBiz #
Objective: You want to manage job bookings, site visits, team scheduling, quotes, stock, invoices, supplier orders, warranties, maintenance contracts, and client follow-ups — without relying on WhatsApp, notebooks, or memory.
Booking and Managing Service Calls #
Situation:
- Clients book urgent repairs, installations, inspections, and maintenance — often at the same time. Without structure, you double-book or forget jobs.
Action:
- You log every service call in JoliBiz with date, time, address, problem description, and technician assigned.
- Job reminders go to both the client and the technician.
Benefit:
- No missed appointments or overlap — your schedule stays under control.
Saving Client and Job History #
Situation:
- Different properties have different past issues, parts used, and work done, and clients expect you to remember.
Action:
- JoliBiz stores customer profiles with site addresses, equipment history, previous repairs, and notes for future visits.
Benefit:
- Faster service and professional follow-ups without digging for old info.
Loyalty Points and Repeat Service Incentives #
Situation:
- Homeowners, landlords, letting agencies, and businesses call you repeatedly but you need a way to keep them loyal.
Action:
- JoliBiz awards loyalty points for each job and automates discounts or follow-up reminders.
Benefit:
- Higher repeat bookings without manual tracking or persuasion.
Maintenance Contracts and Service Plans #
Situation:
- Commercial clients, complexes, and Airbnb owners want ongoing servicing — not once-off repairs.
Action:
- You create contracts like “Quarterly Maintenance”, “Annual Inspection Plan”, or “Monthly Call-Out Package”. JoliBiz tracks visits, renewals, and billing.
Benefit:
- Predictable income and tighter client relationships.
Service Staff Management and Job Assignments #
Situation:
- You have multiple plumbers, electricians, or HVAC technicians handling different jobs daily.
Action:
- Each team member logs into JoliBiz. Jobs are assigned with time slots, client details, and task instructions. Upsells and labour get tracked per technician.
Benefit:
- Clear accountability, performance tracking, and no task confusion.
Supplier Management and Purchase Orders #
Situation:
- You source pipes, fittings, breakers, ducting, wiring, AC units, thermostats, and tools from different suppliers.
Action:
- JoliBiz lets you create supplier profiles, send purchase orders, and track costs as parts are received.
Benefit:
- No lost receipts or supplier confusion — and better price control.
Inventory Management and Low Stock Alerts #
Situation:
- Parts get used on multiple sites — elbows, valves, fuses, sealants, filters, cables — and stock goes missing or runs out suddenly.
Action:
- When technicians use parts, JoliBiz deducts from inventory. You get alerts when stock is low before jobs are impacted.
Benefit:
- Zero downtime on site and no emergency part runs.
Service Staff Task Dashboard #
Situation:
- Jobs require inspections, quotes, part sourcing, installation, testing, and follow-up visits.
Action:
- You assign each step in JoliBiz. Technicians update the status in real time from their phones.
Benefit:
- Fewer delays and nothing forgotten or left incomplete.
Financial Management and Client Credit #
Situation:
- Some clients pay deposits, some pay after completion, and others need split invoices or monthly accounts.
Action:
- Invoices, deposits, balances, and reminders are handled automatically in JoliBiz with credit limits if needed.
Benefit:
- Smoother cashflow and professional payment handling.
Document Management #
Situation:
- Compliance certificates, quotes, warranties, permits, and photos need safe storage and easy access.
Action:
- You upload site documents and link them to the client or specific job in JoliBiz.
Benefit:
- Everything is organised, searchable, and ready when requested.
Production and Inventory Deduction #
Situation:
- Each job uses materials — from pipes and wiring to joints and sealants — which must be costed properly.
Action:
- When a service is marked complete, JoliBiz deducts parts used and logs labour time automatically.
Benefit:
- Accurate profit calculation and correct job pricing.
Sales Return and Job Adjustments #
Situation:
- Clients sometimes cancel work, change requests, or return unused parts.
Action:
- JoliBiz updates stock, billing, and work orders instantly when adjustments are made.
Benefit:
- No lost money or messy manual changes.
Shipping, Site Deliveries, and Collection #
Situation:
- Parts need to reach different job sites, and equipment sometimes needs collection or return.
Action:
- You schedule deliveries or collections in JoliBiz, assign a driver or technician, and status updates are tracked live.
Benefit:
- Organised fieldwork and less back-and-forth communication.
