What do you need help with?
Field Work
Creating jobs, the Dispatch Board, GPS check-in/out, safety compliance and your resources catalog.
6 articlesSales & Payments
Customers, quotes, invoicing, accepting online card payments and syncing to Xero.
5 articlesCompany & Team
Staff roles and permissions, reports, email templates, appearance, and your billing plan.
5 articlesMobile App
Installing the SJMS Android app and using it in the field.
1 articleField Work
Create a job and assign your crewSet the customer, site, lead technician and crew — plus any safety requirements — in one form.Dispatch a job from the Dispatch BoardSchedule an active job onto a technician's day in a few clicks.Check in and out of a job from the fieldRecord real arrival and departure times with one tap, from the job itself.Add notes, photos and files to a jobKeep a running diary of a job and attach photos, videos or PDFs — then email the report to your customer.Set up safety compliance for a jobAttach a safety template (SWMS/JSA) to a job, and optionally block work from starting until it's completed.Manage your resources and labor catalogSet up materials, equipment, subcontractor rates and labor so they can be added to jobs, quotes and invoices in one click.
Sales & Payments
Add and manage your customersKeep individual and business customers, with ABNs and contact details, in one place.Create and send a quoteBuild a GST-correct quote, send it to your customer, and track it through to acceptance.Create an invoiceBill a customer directly, with GST calculated automatically and BAS period tracking built in.Accept an online card payment on an invoiceTurn on Stripe Connect once, then every invoice gets a “Pay online” link your customer can use.Connect Xero to sync invoicesOne-time connection, then customers, invoices and payments push to Xero automatically.
Company & Team
Set up staff roles and permissionsSix role levels, from full owner access down to read-only, control what each teammate can see and do.View your business reportsSee revenue by month, what's outstanding, and a BAS-ready GST summary — plus how work is spread across your team.Customize your email templatesPersonalize the wording of quote, invoice and job report emails — and preview exactly what your customer will see.Switch between light and dark modeOne click cycles the whole app between light, dark, and matching your system setting.Cancel or resume your subscriptionCancel in one click — you keep full access until the end of your current billing period.