Sales and quoting
Capture leads, manage pipeline activity and convert accepted quotes into jobs and invoice schedules.
Field service management software
Stop chasing jobs and paperwork. Connect every stage from enquiry to invoice.
When scheduling, site records, engineer updates and invoicing live in different places, teams lose hours chasing information, rekeying work and fixing avoidable gaps. Collabit connects the journey from enquiry and quote to planning, mobile job completion, reporting and invoicing, giving office and field teams one reliable view of every customer, asset and job.
Real Collabit screens with example records; illustrative site photography. Select a screen to enlarge.
Sales & quoting
Plan & schedule jobs
Mobile app
Invoicing & accounts
Featured platform benefits
A connected workflow from quote to completed job
Give your team one platform that carries work from first enquiry through to the final invoice.
Plan and schedule jobs
Use calendar and map planning, skill filters, grouped visits and route visibility to build better engineer days.
Mobile app for onsite work
Give field teams job forms, site information, asset details and barcode, QR or NFC support on mobile.
Job reports and follow-up
Automatically create job reports, review remedials and keep customer-ready records moving.
Easy invoicing
Apply flexible invoice rules, match completed work to invoice lines and avoid missed billing.
Accounting tools
Connect financial workflows with Xero, QuickBooks, Sage and Exchequer.
Our process
From first enquiry to completed job. One connected journey.
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1. Capture the enquiry
Keep the customer, site, requirement and follow-up activity together from the first conversation.
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2. Turn accepted work into jobs
Convert an accepted quote into one-off or recurring jobs without rekeying the same details.
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3. Plan the right team
Schedule work around engineer availability, skills, locations and customer commitments.
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4. Complete work on site
Give engineers the right forms, asset history and job details, then capture notes, photos and signatures in the field.
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5. Invoice and improve
Move completed work into invoicing, track performance and retain the full customer and asset history.
Collabit AI Planner spotlight
Give planners a clearer way to organise busy engineer days.
Collabit AI Planner brings connected jobs, locations, skills and availability into the scheduling process. Help your team group visits, reduce avoidable travel and review options when priorities change, while keeping control of the final plan and customer commitments.
Group nearby visits
Match skills to the work
Respond to changing priorities
Keep planners in control
Explore Collabit AI Planner
Operational visibility
Less admin. More completed work. Clearer operational control.
Connect planning, field delivery, customer evidence and invoicing so teams spend less time reconstructing records and more time completing valuable work.
less drive time
Use skills-aware planning, site grouping and route optimisation to spend more of the working day on productive jobs.
connected job record
Keep customer, site, asset, engineer evidence and job history together from first enquiry to completion.
duplicate invoice rekeying
Carry completed work and supporting evidence into invoicing without entering the same job details again.
operational visibility
See quoted, planned, completed, overdue and unbilled work in one place so managers can act sooner.
Works with the systems you use
Bring your operational information together and share trusted data across the tools your teams already use.
Ready to simplify field service management?
See how Collabit connects sales, scheduling, field delivery and invoicing in one platform.
No obligationTailored to your needsSecure and reliableExpert 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
- Same working dayWe confirm your time by email.
- The consultationBy Teams, Zoom, Google Meet or phone.
- 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.”
Thank you. Your request is in.
We will confirm your time by email the same working day.