See the day ahead.
Keep customer details, quotes and appointments connected. Assign technicians and review the daily dispatch board.
- Customer and job history
- Quotes and scheduling
- Working hours, skill and overlap checks
- Company time-zone settings
PLUMBING · ELECTRICAL · HVAC · MAINTENANCE
Job management
software for
small trade teams.
Plan jobs, keep site records together and prepare branded quotes and invoices. Give your office and technicians one clear workflow—from the first enquiry to the payment record.
Try fictional work in the demo. Company access is arranged after review.
ONE CONNECTED WORKFLOW
Enquiry → Quote → Job → Invoice
FOR OWNER-OPERATORS AND SMALL OFFICE / FIELD TEAMS
Jobs in a diary. Photos in chats.
Invoices waiting until the weekend?
Bring those details into a repeatable process. Field Service Desk helps plumbing, electrical, HVAC, maintenance and solar teams keep appointments, work records and customer paperwork connected.
Know who is going where.
Review the day and each technician’s assigned work.
Keep evidence with the job.
Find notes, photos and supporting documents together.
Prepare the invoice from the work.
Review agreed items and approved extras before issuing.
FROM THE FIRST CALL TO THE FINAL RECORD
Plan the job.
Record it. Invoice it.
Give the office and technicians a shared place to follow the work, with access suited to each person's role.
Keep the job card close.
Use the mobile field view to record work notes, visits and materials against assigned jobs.
- Technician access controls
- Checklists, visits and job photos
- Optional local note drafts
Finish with a useful record.
Prepare customer invoices, record payments manually and export records for review or recovery.
- Company-branded quotes and invoices
- Approved extras carried into invoices
- Payment records and balances
- Business-record exports
SEE THE ACTUAL WORKSPACE
See appointments
on the dispatch board.
Review appointments, assigned technicians and work needing attention on the daily dispatch board. This screen uses fictional training records.
Use the practice demo to explore the workflow. Available actions depend on your role and the current job status.
Explore the practice demo →FROM THE OFFICE TO THE JOB SITE
Invoice at the office.
Record work on site.
These application screens use fictional training records. Explore the practice demo to see the workflow for yourself.
Turn completed work into an invoice.
Review the agreed scope, approved additional work and totals before issuing. Your current company logo can be selected for new documents; each invoice retains its draft-time branding.
A practical job card on a phone.
Technicians see assigned work, record findings and materials, and complete the required work checks. The office retains the wider company view.
BUILT AROUND THE RECORDS YOU NEED
Job photos. Branded documents.
Supporting records.
Give your team a practical place for the details that are easy to lose between the site and the office.
Show the work
with job photos.
Add photographs to a job, write useful captions and keep the visual record beside the work notes. Authorised technicians can upload to their assigned editable jobs.
- Private, role-based access
- Photo library with trash and restore
- ZIP exports for independent copies
Your company.
Your documents.
Upload your company logo for quotes, job cards and invoices. Present your business consistently, while older invoices retain the logo chosen when their draft was created.
- Owner-managed branding
- Printable quotes and invoices
- Retained logo versions
Keep supporting
records together.
Store company records or attach compliance certificates, inspection reports and other authorised PDFs or images to the relevant job.
- Company and job document scopes
- Replacement versions and history
- Expiry-date review filters
Keep extras agreed.
Record additional-work proposals and their approval references. Approved items carry into the invoice; unresolved proposals must be reviewed before completion.
Schedule with useful checks.
Check recorded trades, working hours and overlapping appointments, including the travel buffer you reserve. Directions links help technicians find the site.
Let customers request a visit.
Enable a company request page for customers to submit their details. Your office reviews availability and confirms the work.
Keep repeat work in view.
Maintenance plans prepare the next draft quote for review when you run a due plan.
Record the handover.
Capture work notes, checklists, materials and customer acknowledgement with an optional drawn signature.
Give the right access.
Owners manage team membership. Technicians work with assigned jobs; company documents stay with the office.
PRACTICAL IN THE FIELD
Keep notes when
the connection drops.
Enable local drafts on an already loaded job card. Save supported notes on that device, then sync manually when you reconnect.
One place for the site record.
Record work, materials and checks against assigned jobs. When connected, add photos and access current job documents.
Read how local drafts work ↓TRAINING MANUALS INCLUDED
Learn the system.
Keep a guide close.
Training is included for subscribing teams. Separate owner and technician manuals explain the workflow with numbered steps, screenshots, troubleshooting and practice exercises. Additional guides cover photos, company logos and supporting documents.
From setup to recorded payment.
A 32-page guide to business setup, team access, quotes, scheduling, job records, invoices, payments, backups and review registers.
Clear steps for field work.
A 16-page guide to assigned jobs, work notes, visits, checklists, handover and completion, including device-only drafts and manual syncing.
Full manuals are provided inside the software for subscribing teams. The images above are cover previews; this website does not offer manual downloads.
Fictional examples, clickable contents and searchable text help users find a task. Invitations, account recovery and service faults may still need assistance.
SIMPLE MONTHLY PACKAGES
Choose the team size
that fits today.
Every package includes one company workspace, the current standard release and subscriber training manuals. The person allowance includes the owner, office users and technicians.
Prices are monthly ZAR references. The supplier is not registered for VAT; no VAT is charged. International figures are approximate guides only. Your written offer confirms the agreed currency, exchange conversion, service dates and total before payment.
SOLO
R249 per month
1 person total
For an owner-operator who manages jobs and completes the field work personally.
- One owner login
- Quotes, jobs, invoices and payment records
- Photos, branding and supporting documents
- Owner training guides
Approx. US$15 · £11 · €13
A$21 · NZ$27 · C$21
SMALL TEAM
R449 per month
Up to 3 people total
For a small office and field team that needs shared scheduling and controlled access.
- Owner, office and technician logins
- Role-based field access
- Dispatch, job cards and maintenance review
- Owner and technician training guides
Approx. US$27 · £20 · €24
A$38 · NZ$48 · C$38
TEAM
R749 per month
Up to 6 people total
For a growing team that needs more authorised people in one shared workspace.
- Up to six owner, office and technician logins
- All standard workflow, file and training features
- Capacity review before activation
- Manual monthly service agreement
Approx. US$45 · £34 · €40
A$64 · NZ$80 · C$63
Need more than six people?
Ask for a tailored quotation. We review expected history, active work, file use and support needs before confirming a larger arrangement.
Packages are monthly prepaid. There is no automatic debit, card collection or automatic renewal. Current record and file allowances apply; this is not an unlimited-storage service.
A CLEAR START FOR YOUR TEAM
Four steps.
One organised workspace.
We confirm the fit and the subscription details before your paid service begins.
- 01
Explore and enquire.
Try fictional work in the practice demo, then tell us your country, team size and priorities.
- 02
Review your offer.
Receive the written monthly price, user allowance, exact service dates and applicable service documents.
- 03
Agree and pay.
Complete the agreement and pay the supplier invoice through the agreed payment route. There is no automatic debit.
- 04
Set up and start.
Receive activation confirmation, set up your business and authorised team, and use the included training manuals.
BEFORE YOU START
Good to know.
What works without an internet connection?
Enable local drafts while connected and keep the loaded field page open. Supported note changes can be saved on the original device and browser, then synced manually after reconnecting. Signing in, starting or reloading the app, file uploads and other job actions need a connection. This is not a fully offline app.
Do documents, messages and maps work automatically?
Stored certificates are not validated or certified by the software. Expiry indicators support manual review, without automatic reminders. Messages are prepared for external sending; there is no automatic email or SMS delivery. Maps use directions links, without live tracking or route optimisation. Photos and supporting files need a connection.
Can I try it without a customer or team?
Yes. Open the workspace and explore the practice demo with fictional records. Live company access is invitation-based and reviewed separately.
Can my technicians see all company records?
Technician access is linked to their assigned work. Owners manage team membership; office users have broader operational access. Use the practice workflow to check the roles that suit your team.
Can I use my own currency and time zone?
The platform includes multiple currencies, including ZAR, GBP, USD, EUR, CAD, AUD and NZD, and a company time-zone setting. This does not provide automatic exchange-rate conversion or country-specific tax advice.
Does it connect directly to my accounting package?
Direct accounting synchronisation is not currently available. Accounting exports can support a manual review and handover to your bookkeeper.
How do I pay for a subscription?
After we agree the written service offer and applicable terms, an invoice and payment instructions can be provided. This website does not collect card details or process payments.
Are training materials included?
Yes. Subscribing teams receive owner and technician PDF manuals inside the software, plus guides for photos, logos and supporting documents. They include illustrated steps, troubleshooting and practice exercises. This website shows cover previews only.
Can I add photos, my logo and supporting documents?
Yes. Upload job photos, select a company logo for quotes, job cards and invoices, and store supporting PDFs or images at company or job level. Role-based permissions and storage allowances apply. Certificates are stored as records; the software does not validate or certify them.
Can customers request an appointment?
A company can enable a public appointment-request page with submission verification. Requests go to the office for review and follow-up; they are not automatically confirmed bookings.
Can I keep independent copies of my records?
Yes. Download business-record backups, accounting exports and separate photo, logo and supporting-document archives. A records backup does not contain every system record or the stored file bytes. Keep protected independent copies and original evidence where needed.
Are there usage allowances?
Yes. The initial service is intended for small teams and has record, workspace and file allowances. Your written offer identifies the service scope. Review capacity with us before moving a large history into the system; there is no unlimited-storage claim.
Who provides support?
Contact Jacobus Venter at hello@fsm-desk.com. Email support hours are Monday to Friday, 09:00–16:00 South African time, excluding South African public holidays. The initial response target is two business days.
A DIRECT CONTACT BEHIND THE SERVICE
Created and operated
by Jacobus Venter.
Field Service Desk is independently operated from South Africa. Jacobus handles service enquiries, onboarding and email support. The focus is a practical, understandable workflow for small trade teams, supported by illustrated owner and technician manuals.
Discuss your team’s workflow →TAKE THE NEXT STEP
See if it fits
your team.
Try the demo first, or send Jacobus an enquiry for a demonstration and a written monthly quote.
Try the live demo ↗Tell us about your business
Request a demonstration or a written quote. No sign-in or email app is needed. This is an enquiry, not a subscription or payment.
Prefer email? hello@fsm-desk.com. Enquiries are reviewed manually during business hours. No automatic confirmation email is sent.