Plan & Schedule
Smart planning and scheduling that adapts when priorities change.
- AI Planner
- Job Scheduling
- Route Optimisation
- Skills & Resource Management
Features
All the features your teams need. One connected platform.
When jobs, assets, engineer updates and compliance records are spread across spreadsheets, inboxes and disconnected systems, teams waste time chasing information, repeating admin and fixing avoidable gaps. Collabit connects the entire operation in one platform, giving everyone clearer visibility, smoother workflows and more control from first enquiry to final report.
Explore by capability
One platform across the operation
Connect everyday work with the automation, records and visibility teams need to stay in control.
Field Operations
Give field teams the information and workflows needed to deliver safe, efficient work.
- Mobile App
- Forms & Checklists
- Time Tracking
- Fleet & Equipment Capture
Compliance & Safety
Keep evidence connected and operations audit-ready with confidence.
- Compliance Management
- Risk Assessments
- Method Statements
- Audit Trails
Automation
Automated follow-ups and policy workflows
Assets & Inventory
Manage assets, materials and inventory throughout the job lifecycle.
- Asset Management
- Asset History
- Inventory Management
- Contract Tracking
Stock & Purchasing
Keep products, stock and purchase orders alongside the jobs that use them, not in a separate system.
- Products & Stock
- Stock Movements
- Suppliers
- Purchase Orders
Automation
Stock movements kept with engineer activity and completed jobs
Insights & Reporting
Make better decisions with live dashboards, reports and operational insight.
- Dashboards
- Custom Reports
- KPI Tracking
- Data Exports
Customer Experience
Improve customer visibility with connected records, updates and portal access.
- Customer Portal
- Job Tracking
- Customer Updates
- Self-Service Actions
Automation
Automated updates and self-service workflows
CRM Sales Management
Manage your leads, pipeline and tasks with ease while reducing sales admin time.
- Capture Leads
- Leads & Opportunities
- Quotes & Sales Proposals
- Sales Reporting & Pipeline Management
Invoicing & Payments
Connect completed work to billing without chasing details between departments.
- Invoice Schedules
- Job-to-Invoice Matching
- Payment Terms
- Xero Connection
See the full power of Collabit
Book a personalised demo to see how Collabit can connect your people, jobs, assets, compliance records and reporting in one platform, tailored around the way your operation works.
Sector solutions
Configured around the work your teams deliver
Start with a connected operational platform, then tailor the workflows, forms and reporting to your sector.
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.