Field-service job management for small operators: scheduling, job pipelines, staff time-clocks, recurring contracts, quotes and invoices that export to Xero — one chain, instead of a job app, a rostering app and a spreadsheet that never quite agree.
What it does
Small service operators end up running the same operation across a whiteboard, a group chat and three spreadsheets. Scheduling is one system, time is another, invoicing is a third, and the numbers only meet once a fortnight when somebody reconstructs the timesheets from memory.
The Small Business Platform runs the chain end to end: the job is scheduled, the staff member clocks on for the day and starts a timer against the job, the shift becomes the payroll line once it is approved, the job’s hours can be charged onto the invoice as labour, and the invoice exports to the accounting package. The field-service tools most operators try stop at raw hours and hand them to a payroll system; this one interprets them.
What's inside
At a glance
How it runs
The job starts as an enquiry with the client and the site address on it, and a new client can be created without leaving the form.
Priced from the business’s own price list, editable, and accepted before the work is scheduled. A recurring contract is quoted by estimating its visits per period.
Dropped onto a 30-minute board between 06:00 and 20:00, or generated automatically from a contract’s shift patterns. Double-booking a crew is flagged rather than silently allowed.
The crew clocks on with a four-digit PIN on a shared device, starts a timer against the job, ticks off the work list, and attaches completion photos. A required task blocks the job from being completed.
The business’s own pay rules interpret the shifts into pay lines and show their working. The office amends what needs amending, with the original punch preserved and attributed, then approves and locks the period.
The hours recorded against the job can be charged onto the invoice as labour, one quarter-hour-rounded line per person. The invoice is checked, then exported to Xero in Xero’s own format.
Good questions
Yes, in one system rather than two that have to be reconciled. The job is scheduled, the crew’s hours are recorded against it on site, those hours can be charged onto the invoice as labour, and the invoice exports to Xero. The invoice is right because the hours on it came off the crew’s own timers rather than being remembered at the end of the week.
No. Invoices are raised, edited and locked in the platform, then exported to Xero, which is where payment is recorded and reconciled. The platform is where the work and the money meet; it is not a payment processor.
Xero, and only Xero: it exports in Xero’s own Australian invoice and timesheet formats rather than a generic summary that needs re-keying.
No. They clock on with a four-digit PIN on a shared device — no per-user seat, no app to install, and no password for someone who will never open a browser.
Yes — daily, weekly, fortnightly or monthly visit patterns, anchored to the contract’s start date, so a fortnightly run stays on its own fortnight and a monthly one lands on the same weekday each month, such as the second Tuesday. A contract can carry several patterns, each with its own work list.
GST is handled throughout on quotes and invoices, and dates, currency and timezones are Australian end to end. The pay rules cover overtime, penalties, public holidays, casual loading and conditional allowances, and show their working on every line. The rules are yours: the platform applies them and makes no claim that any rule set is award-correct.
We set the business up with you. You get an invite link for your own workspace, with your owner account already named on it, rather than signing up to an empty screen and building it yourself.
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