What Steddy does, from the call to the money.
One record for each job, booking to payment, then a report of what it made. The office runs it on a screen; the techs run their day on a phone. For trade businesses running 2 to 25 vans.
Book a demoFifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.
The office
Jobs
Manage your service jobs
- Ongoing 14
- Scheduled 14
- On hold 2
- Quote sent 6
- Completed 21
- Cancelled 3
- JOB-1184Dana Kirkbride CoburgSpring replacementDean WhitlockFinishedPaid$54017 Sep 8AM – 10AM
- JOB-1183Grant Teasdale ThomastownCable & drumLuca BianchiFinishedPaid$61017 Sep 9AM – 11AM
- JOB-1182Renée Ashworth EssendonNew door installSione TupouFinishedPartial$3,48017 Sep 11AM – 2PM
- JOB-1180Thanh Nguyen BroadmeadowsRoller door motorCallum ReyesFinishedUnpaid$1,15017 Sep 2PM – 4PM
Complete jobJOB-1184 goes Finished, then Paid
The tech's phone
Thursday, 17 SepToday
Upcoming
11:00AM
JOB-1186Accepted
K. Shah
Remote programming
Brunswick
Done
8:00AM
JOB-1184Completed
D. Kirkbride
Spring replacement
Coburg
What do you need to get done?
Pick one. Each shows the office screen and the tech's phone as they look in Steddy, with sample jobs.
Quoted and signed on the driveway.
Write the quote in the office or on the tech's phone. The homeowner draws a signature and accepts your terms, and the office knows the same minute.
- Lines from your service and parts catalogues, at your sell price.
- Sent by email in your business's name, or signed on the tech's phone.
- Each signature kept with the name, the time, the device and the terms accepted.
The office
Estimates
- EST-1042R. MorettiHot water changeover$2,178.00Accepted1 Oct
- EST-1046H. BrooksShower mixer repair$1,342.00Viewed19 Sep 2d left
- EST-1039G. PatelBlocked drain$880.00Declined28 Sep
- EST-1031T. RoweGas heater install$3,410.00Expired12 Sep
The tech's phone, handed over
Your business name
Accept Estimate
Your Name
R. Moretti
By signing below, I acknowledge that:
- I have reviewed and accept this estimate
- I authorize the work described above
- My signature, name, and device information will be recorded as proof of acceptance
I accept the estimate terms and conditions above
I agree to the company's Terms & Conditions and Privacy Policy
Dispatch from the office screen, not the whiteboard.
Move a job to another tech or time, and they are asked to accept it on their phone. The office watches the day move without calling anyone.
- Each job gets a date, a time window and a tech.
- The tech accepts or declines it on their phone, with a reason.
- On my way and Start show on the office screen as they happen.
The office
Schedule17 Sep · Day
UnassignedFree
Liam O'Connor
JOB-1287 10:00–12:00
E. Wilson
Baulkham Hills · Broken spring
Ben Taylor
JOB-1291 10:00–12:00
C. Chen
Frenchs Forest · Door off track
JOB-1288 has moved from Liam O'Connor to Ben Taylor. Ben Taylor is asked to accept it in Steddy Crew, and Liam O'Connor no longer sees it. Ben Taylor now has 2 jobs and Liam O'Connor has 1.
The tech's phone
Thursday, 17 SepToday
Needs your OK
2:00PM
JOB-1288Needs your OK
E. Collins
New opener install
Engadine
Upcoming
10:00AM
JOB-1291Accepted
C. Chen
Door off track
Frenchs Forest
See the day on one map, and send the closest tech.
When a new job comes in, Steddy lists the closest techs and how far away they are. Pick one and they are asked to accept it on their phone.
- Every job and every tech on one map, each in the tech's colour.
- A new job lists the closest techs, as the crow flies.
- Positions show only during the work hours you set, once the tech has agreed.
The office
Jobs
Where your technicians are and where the day's jobs are.
JOB-1054
R. Haddad
West Ryde
Closest technicians
- Josh Kealy · 2.3 km · On site · JOB-1042
- Marco Ferrante · 3.2 km · On the way · JOB-1051
- Ben Ostrowski · 7.7 km · On site · JOB-1053
Straight-line distance from each technician's last position.
The tech's phone
Thursday, 17 SepToday
Needs your OK
12:00PM
JOB-1054Needs your OK
R. Haddad
Blocked drain
West Ryde
In progress
9:00AM
JOB-1042In progress
R. Moretti
Hot water changeover
Ryde
Track every job from booking to paid.
Open a job and see where it stands, what the tech did, the photos taken on site, the parts, the quote and the payments.
- The tech's taps, photos, notes and parts land on the job as they happen.
- A job on hold or cancelled carries its reason.
- Every job shows where the customer came from.
The office
Jobs
Manage your service jobs
- Ongoing 14
- Scheduled 14
- On hold 2
- Quote sent 6
- Completed 21
- Cancelled 3
- JOB-1184Dana Kirkbride CoburgSpring replacementDean WhitlockOn siteUnpaid$54017 Sep 8AM – 10AM
- JOB-1183Grant Teasdale ThomastownCable & drumLuca BianchiOn siteUnpaid$61017 Sep 9AM – 11AM
- JOB-1182Renée Ashworth EssendonNew door installSione TupouOn sitePartial$3,48017 Sep 11AM – 2PM
- JOB-1180Thanh Nguyen BroadmeadowsRoller door motorCallum ReyesEn routeUnpaid$1,15017 Sep 2PM – 4PM
The tech's phone
Dana KirkbrideSpring replacement
In progress8:00 AM – 10:00 AM · Coburg
- Accepted
- En route
- On site
- Finished
In progress. Accepted, En route and On site are done, and Finished is still to come. The buttons are Quote job and Finish job.
Close the job and the invoice is already written.
The homeowner can pay before the tech leaves, and the office sees the payment land on the job.
- The invoice is written from the job the moment it closes.
- The homeowner pays online through your own Square account.
- Or pays on site, and the tech records it.
The office
Jobs
Manage your service jobs
- Ongoing 3
- Scheduled 5
- On hold 1
- Quote sent 2
- Completed 9
- Cancelled 1
- JOB-1042R. Moretti RydeHot water changeoverJosh KealyFinishedPaid$2,17817 Sep 9AM – 11AM
- JOB-1040S. Walsh EastwoodDrain clearingMarco FerranteFinishedPaid$33017 Sep 8AM – 10AM
- JOB-1043P. Lam MeadowbankToilet repairBen OstrowskiFinishedUnpaid$26417 Sep 12PM – 1PM
- JOB-1036K. Fraser GladesvilleLeak detectionMarco FerranteFinishedPartial$49516 Sep 1PM – 3PM
The tech's phone
Finish job
- Work done
- Charges
- Payment
- Signature
- Review
Review
- Invoice total
- $2,178.00
- Payment
- Card / EFTPOS · $2,178.00
- Balance after today
- $0.00
You know what you charged. Know what you kept.
Reports are the office's; the tech never opens them. What the tech adds on the phone is what the numbers are made of.
- Profit on every job after parts, tolls, the card fee and the tech's commission.
- Revenue by area, lead source and tech.
- A profit and loss with your overheads in it. In every plan.
The office
JOB-1042
Hot water changeover · R. Moretti, Ryde
Live CalculationsJOB-1042
- Revenue (inc. GST):
- $2,178.00
- Revenue (ex. GST):
- $1,980.00
- - Parts Cost:
- -$980.00
- - Toll Cost:
- -$0.00
- - Card Processing Fee (1.75%):
- -$38.12
- Job Profit (before tech):
- $961.88
- - Tech Commission (20%):
- -$192.38
- Company Profit:
- $769.50
Technician progress
Finished- Accepted17 Sep, 7:52 AM
- En route17 Sep, 8:40 AM
- On site17 Sep, 9:02 AM
- Finished17 Sep, 11:18 AM
The tech's phone
R. Moretti · Hot water changeover
Add part
Who paid for it?
CompanyTechnician
From catalog
- Tempering valve 15mm$145.00
- Copper elbow 20mm$8.50
- Flexible hose 300mm$18.00
The sell price is what the customer is invoiced. The cost price is for the office only.
Every feature, at both ends
One job, JOB-1042, through Steddy from the quote to the profit. What the tech taps on the phone, what the office sees the moment they do, and the other way round.
Quotes
The office
Written from the lead, the customer or the job, and sent in your name. The office knows the minute it is signed.
From the phone to the office: Sign & Accept Estimate
The tech's phone
Or the tech writes it on site and hands the phone across. The homeowner signs on the driveway.
Scheduling
The office
Each job gets a date, a time window and a tech.
From the office to the phone: Move job
From the phone to the office: Accept
The tech's phone
The tech accepts it, or declines with a reason.
Live map
The office
Every job and every tech on one map, and the closest techs to a new job.
From the phone to the office: Where the tech is
The tech's phone
The phone reports where the tech is, only during the work hours you set and once they have agreed.
Steddy Crew
The office
The office sees who is driving and when they will get there, without a phone call.
From the phone to the office: On my way · 20 min
The tech's phone
One tap on the way out, with the minutes it will take.
Job tracking
The office
Every tap, photo, note and part lands on the job as it happens.
From the phone to the office: Start
From the phone to the office: Photos, notes, parts
The tech's phone
Start on arrival, then photos, notes and the parts used, from the job screen.
Invoices and payments
The office
The invoice is written from the job, and the homeowner can pay online through your own Square account.
From the phone to the office: Complete job
The tech's phone
Or the homeowner pays on site, signs, and the tech records it.
Reports
The office
Profit on every job, revenue by area, lead source and tech, and a profit and loss with your overheads in it.
From the phone to the office: What the tech records
The tech's phone
Office only. The tech never opens reports. The parts and payments they record are what the numbers are made of.
Then the job goes further
Your customer
From Steddy to Your customer: Jobs, quotes, invoices
From Your customer to Steddy: Paid by card
The customer portal: their jobs, quotes and invoices under your name and logo, and anything owing paid by card.
From Steddy to Xero: Invoices, payments, credit notes
From Xero to Steddy: Payments recorded in Xero
Invoices, payments and credit notes go across. A payment recorded in Xero comes back to the job. In every plan.
From Google Ads, with Steddy Loop to Steddy: The call from the ad
From Steddy to Google Ads, with Steddy Loop: The paid job, with its profit
The plan that shows which of your ads made money, and sends the paid jobs back to Google Ads.
Sample job for an Australian plumbing business: R. Moretti in Ryde, Josh Kealy, $2,178. Labels as Steddy shows them.
Follow one job through Steddy, start to finish.
Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.