Win more plumbingand heating work

Yes. Create an account for your business so you can save your enquiries, keep customer details together and return to them when you need to follow up.

Yes. You can manage your own enquiries and follow-ups without setting up a team. If other people help with the business, you can give them access too.

Yes. You can use Jobsworth in a web browser on your phone, tablet or computer, so you can check a customer’s details or update an enquiry while you’re out.

Add a Lead with the person’s name and the work they need. Add their contact details, then set a next step and a date to get back to them. You can fill in more details as you learn them.

Yes. Manage your enquiries, customers and follow-ups at no cost. You only pay for a plan when you want to use Jobsworth to manage the work beyond your CRM.

Jobsworth Pro is free for 14 days, then £39 per month per user. Cancel anytime. Your signup shows the selected plan, number of users and recurring total before you confirm.

Your CRM stays free forever, even if you cancel Pro. You can keep managing your enquiries, customer details and follow-ups without a paid Pro subscription.

Yes. A payment card is required for the 14-day Pro trial. You’ll see your first payment date during signup. Your subscription continues after the trial unless you cancel before that date.

No. You can start with a blank Lead. Templates give you a starting value, useful questions to ask and a suggested next step for common work. Adjust the details to suit the enquiry.

Yes. You can name and arrange up to five open stages to match how you handle enquiries. Won and Lost remain available as outcomes. Move each Lead on when you’re ready.

Give each Lead a next step and a due date. The Call sheet brings follow-ups together, and the Lead shows how long it has been at its current stage.

Yes. Log calls, messages, emails, meetings and notes against the Lead. Each entry records who added it and when, so you can pick up the conversation later.

Yes. People with access to Leads in your business work from the same records. You can choose who looks after each Lead, so it’s clear who needs to follow up.

Start a Project using the details already on the Lead. Kickoff work lets you choose a start date, team and first Visit. If you only need to record a win, you can mark the Lead won without creating a Project.

Mark the Lead lost and record why. If the customer comes back later, you can reopen it and continue from the details and conversations you already saved.

Yes. Add the enquiry as a Lead, paste in the message and record where it came from. You can then keep its contact details, conversations and next step together in Jobsworth.

No. Add or paste the enquiry into Leads yourself. Your original messages stay in WhatsApp, Gmail, Outlook or the service they came from; Jobsworth keeps the details and activity you record.

Yes. An enquiry can come from anywhere. Add it to Leads and record how they found you, whether that was a referral, an existing customer, Google or another source.

Keep contact details, the work requested, the site address, access and parking notes, a rough value and the customer’s budget. You can also record how they found you and the best way and time to contact them.

Spreadsheet import is not available for Leads at the moment. Add enquiries individually and use a template when it helps you get started.

Leads currently hold text details and activity notes. When the work becomes a Project, you can keep its files, photos and drawings with the Project.

Email us with the screen you’re using and what you’re trying to do. support@getjobsworth.com

The Help centre explains how to use Jobsworth’s features and complete everyday tasks. Visit the Help centre

Yes. The Call-out and repair template sets the next step to arrange the call-out today, and the Call sheet shows what’s due.