Job management & planning

Plan every job with more visibility and less admin.

For HVAC, water hygiene, fire safety, electrical, waste and facilities teams, one urgent call-out can disrupt an entire day. When jobs, skills, locations and compliance deadlines sit across spreadsheets and inboxes, planners lose hours reshuffling work and engineers lose time on the road. Collabit brings everything into one planning view so teams can build achievable schedules, respond faster and keep critical work on track.

Customer portal
Customer portal: monthly jobs split by planning and completion status
Customer portal: monthly jobs split by planning and completion status
Monthly job planning and lifecycle status
Calendar planning

Plan jobs in one clear calendar.

Map planning

See routes and travel time.

Drive-time aware

Build realistic engineer days.

Operational visibility

Track work from due to complete.

Connected job planning

Plan and schedule jobs with confidence

Bring work, people, locations and status into one planning view so teams can make faster decisions with better information.

Calendar view planning

Plan jobs in a clear drag-and-drop calendar and see workload across your team.

Map planner view

Visualise jobs on the map and build more efficient routes with real site context.

Filter by tags, skills and job types

Bring the right work into scope using job tags, engineer skills and operational rules.

Group due jobs into site visits

Combine work due at the same location to reduce repeat travel and save time.

Drive-time based planning

Use realistic travel insight to build achievable engineer days and routes.

Job status visibility

See overdue, planned, completed and invoiced jobs at a glance.

Smarter planning workflows

Automate preparation, reduce manual reshuffling and move into AI-assisted planning.

A clearer planning workflow

From due work to a well-planned day

  1. 1. Collabit automatically creates one-off and PPM jobs from accepted quotes, then notifies you when they are due.
  2. 2. Filter and prepare the plan

    Filter by tags, skills, job types and availability to focus on what matters.

  3. 3. Build smarter engineer days

    Group work by site, account for travel and assign suitable engineers.

  4. 4. Review progress and act quickly

    Track status, resolve issues and keep planned work on course.

Collabit planning period showing jobs, engineer capacity and the latest planning result
Planning overviewSee workload, overdue jobs and schedule readiness.
Collabit engineer route map showing planned sites and travel order
Engineer day viewPlan routes, site stops and travel time.
Collabit team planning calendar
Team scheduleBalance work across engineers and dates.
Since using Collabit, remedial and reactive works have doubled year on year.
Primary Water Group
Ray DaviesTechnical Manager, Primary Water Group

Built for busy operational teams

From overview dashboards to route planning, Collabit gives your team the context needed to plan smarter days and deliver more.

No obligation Tailored to your needs See real system workflows Expert support

Free consultation

Talk to a specialist in your industry.

Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:

  • A specialist who knows your industry
  • Your own numbers reviewed
  • A plan for your workflows and compliance checks
  • How the move from your current system would work
  • A price for your team
  • A live demo using your kind of jobs
  1. Same working dayWe confirm your time by email.
  2. The consultationBy Teams, Zoom, Google Meet or phone.
  3. AfterwardsA written plan and price for your team.

No sales pressure, no charge and no obligation.

Just a quick question? Send us a message.

“The patience from the Collabit team made a huge difference.”

Rebecca Burroughs, Visitor and Estates Coordinator, East Anglian Air Ambulance
Pick a time that suits you

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