Customer job management with the full history attached
The second time you visit a property, you should know what happened the first time — what equipment is in the loft, what part was fitted, what the customer asked you not to do again. axoJobs is customer job management software that keeps every job, quote, photo and invoice attached to the customer record, so every visit starts with context.
Start free today. No credit card required. Available in the US, Canada & UK.
Why teams pick axoJobs
Full job history per customer and per site
Equipment, model numbers and serials on the customer record
Quotes, invoices, photos and notes all in one place
Customer-level reporting (lifetime value, last visit, balance owed)
What's in the box
- Customer record with all jobs, quotes and invoices
- Multiple sites per customer (for landlords, property managers, commercial)
- Equipment register at site or customer level
- Notes the customer never sees
- Outstanding balance visible at booking time
Sound familiar?
- • Returning to a property and having no idea what was done last time
- • Asking the customer for their address again on the third visit
- • Photos from last year buried in someone's personal camera roll
- • Outstanding invoices for a customer who's already booked another job
Why customer history matters for trades
Trade work is rarely one-and-done. A boiler you serviced last March needs another service this March. A consumer unit you installed five years ago needs an EICR. A landlord with twelve properties wants the gas certs all on the same date. The value of a customer to a trade business is not the first job — it's all the jobs after the first one.
If your software treats every job as a one-off, you lose that value. Technicians arrive with no context, the office has to re-ask basic questions, and you miss obvious upsells like 'we serviced your boiler in March, want to book the next one now?'.
What's on the customer record
Contact details (with multiple sites if needed), every job and quote with dates and totals, every invoice with payment status, every photo and note from every visit, the equipment register for that property, and any 'don't do this' or 'access through side gate' notes the office has added.
When a technician opens a job, the relevant slice of the customer record is right there on the job card — they don't need to dig through the customer profile to find context.
Customers with multiple sites
Landlords, property managers, commercial customers and multi-branch businesses come with multiple addresses. axoJobs handles this cleanly — one customer, many sites, each site with its own job history and equipment. Invoices can be raised at the customer level even if the work was done across six properties.
Customer-level reporting
See your top customers by revenue, your customers with outstanding balances, your customers who haven't been visited in over a year, and your customers due for a recurring service. The same data you'd build a spreadsheet to track, available without the spreadsheet.
Who this is for
- Trade businesses with repeat customers and recurring sites
- Service teams running annual contracts or warranties
- Owners who want one customer record instead of five
Frequently asked questions
Start your field‑service system today.
Set up in minutes and keep every job, note, and invoice in one place.
No credit card necessary · Available in the US, Canada & UK.