Built for UK Service Businesses

Run Your Service Business Smarter, Not Harder

From enquiry to invoice — manage jobs, win more quotes, get paid faster, and keep your team on the same page. All in one place.

No credit card required 14-day free trial VAT ready
Dashboard
Jobs This Month
24
+12%
Revenue
£18,450
+8%
Quotes Sent
12
This week
Job Pipeline
Enquiry
Quoted
In Progress
Complete
New Quote Accepted
Kitchen refit — £4,200
10+ hours saved per week on admin
Get paid faster with one-click invoicing
Win more jobs with professional quotes
Zero missed jobs — everything in one place
Complete Solution

Everything you need to run your business

Stop juggling spreadsheets, WhatsApp, and paper. See exactly what Easy Job Planner looks like and how it replaces your entire admin stack.

Job Management

Track every job from enquiry to completion

Create, track, and manage all your jobs in one powerful list. Filter by status, search by customer, and never lose track of what needs doing.

  • Track job progress through stages
  • Attach quotes and invoices to any job
  • Archive and search full job history
Jobs Pipeline
+ New Job
Job # Customer Description Stage Status
#1041 Sarah Collins Bathroom renovation Quoted Active
#1042 James Wilson Kitchen installation In Progress Active
#1043 Emma Thompson Garden landscaping Complete Active
#1044 David Roberts Roof repair & retiling Enquiry Active
#1045 Lucy Chen Boiler installation Quoted Active
Pipeline & Kanban

Visualise your workflow at a glance

Drag and drop jobs between stages on a beautiful Kanban board. Customise pipeline stages to match how your business actually works.

  • Custom pipeline stages
  • Drag-and-drop between columns
  • Switch between list and board views
Jobs Pipeline
Residential Jobs Board view
Enquiry 3
Bathroom refit
Sarah Collins
Loft conversion
Mark Davies
Boiler install
Lucy Chen
Quoted 2
Kitchen install
James Wilson
Garage conversion
Anna Price
In Progress 2
Garden landscaping
Emma Thompson
Extension build
Tom Harris
Complete 3
Roof repair
David Roberts
Window fitting
Lisa Ward
Professional Quotes

Win more work with quotes that impress

Create beautiful, professional quotes in seconds. Add rich text, images, line items, and your branding. Track status from sent to accepted.

  • Rich text descriptions & images
  • Line items with products & pricing
  • Track sent, viewed, accepted, declined
Quote #1042
Smith & Sons
Building Contractors
Quote #1042
15 November 2024
Accepted
Prepared for
James Wilson
42 Oak Lane, Manchester, M21 7LP
DescriptionQtyRateAmount
Kitchen units — supply & fit1£3,500£3,500
Electrical work1£850£850
Plumbing1£650£650
Subtotal£5,000.00
VAT (20%)£1,000.00
Total£6,000.00
VAT-Ready Invoicing

Get paid faster with professional invoices

Send VAT-compliant invoices and track payments effortlessly. Automatic VAT calculations, PDF downloads, and clear payment status — built for UK businesses.

  • Automatic VAT calculations
  • PDF download & email delivery
  • Payment tracking & reminders
Invoice #INV-2087
INV-2087
Due: 01 January 2025
Billed to
Emma Thompson
18 Elm Street, Leeds, LS1 4AP
Invoice date
01 December 2024
DescriptionAmount
Garden landscaping£2,800.00
Patio installation£1,500.00
Subtotal£4,300.00
VAT (20%)£860.00
Total£5,160.00
Payment received — £5,160.00

And so much more

Smart Calendar

Day, week, and month views for all your jobs and appointments.

Customers

Store details, contacts, addresses, and full job history per customer.

Dashboard

KPIs, pipeline summaries, and upcoming invoices at a glance.

Team

Invite members, assign roles, and collaborate in real-time.

Global Search

Find any customer, job, quote, or invoice instantly with Cmd+K.

Custom Settings

Configure tax rates, pipelines, tags, branding, and more.

How It Works

Up and running in minutes

Getting started is easy. No complex setup, no training required.

1

Sign up free

Create your account in under a minute. No credit card needed.

2

Set up your business

Add your team, customers, and configure your pipeline stages.

3

Start managing jobs

Create jobs, send quotes, raise invoices — all from one platform.

Why Easy Job Planner?

Built by tradespeople, for tradespeople

We understand the challenges of running a service business. That's why we built software that actually helps.

Get Paid Faster

Professional invoices with easy payment tracking mean less chasing and more cash flow.

Win More Work

Impress customers with professional quotes and organised job management.

Work From Anywhere

Access your business on any device. Create quotes on site, check jobs on the go.

Secure & GDPR Compliant

Your data is secure and compliant. Built for UK businesses, by a UK team.

Quote #1042
Quote #1042
15 November 2024
Customer
James Wilson
42 Oak Lane, Manchester
DescriptionAmount
Kitchen Installation£3,500.00
Electrical Work£850.00
Plumbing£650.00
Total (incl. VAT)£6,000.00

Ready to simplify your business?

Stop losing jobs to disorganisation. Start quoting, scheduling, and invoicing in minutes not hours.

No credit card required. 14-day free trial.