Steddy

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
Sample jobs for an Australian garage door business, rebuilt from the Jobs screen in Steddy, with sample counts.

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

Sample day for an Australian garage door business, rebuilt from the Today screen in Steddy Crew.

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.

More on quotes

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
Sample quotes for an Australian plumbing business, rebuilt from the Estimates screen in Steddy.

The tech's phone, handed over

Your business name

Accept Estimate

A drawn signature

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

Sign & Accept Estimate

Sample quote EST-1042 for an Australian business, signed on the tech's phone. Rebuilt from the signing page in Steddy.

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.

More on scheduling

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.

Sample day, rebuilt from the Schedule screen in Steddy.
Sample day for an Australian garage door business, rebuilt from the Schedule screen in Steddy.

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

Sample day for an Australian garage door business, rebuilt from the Today screen in Steddy Crew.

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.

More on the live map

The office

Jobs

Where your technicians are and where the day's jobs are.

A sample day at 10:40 AM: jobs and technicians on a map, Parramatta to Ryde9 jobs for 3 technicians, each pin numbered in its technician's visit order, and 1 job with no technician yet. Each technician's badge sits where they were last seen.ParramattaRydeEastwoodEppingCarlingfordDundasMeadowbankWest RydeBaulkham HillsErmingtonRydalmereMacquarie ParkNorth ParramattaNorth RydeGladesvilleNorthmead112123342JKMFBO
A sample day's jobs, rebuilt from the map on the Schedule board in Steddy. Map data © OpenStreetMap contributors.

JOB-1054

R. Haddad

West Ryde

12:00–14:00UnassignedBlocked drain

Closest technicians

  • Josh Kealy · 2.3 km · On site · JOB-1042Assign
  • Marco Ferrante · 3.2 km · On the way · JOB-1051Assign
  • Ben Ostrowski · 7.7 km · On site · JOB-1053Assign

Straight-line distance from each technician's last position.

Sample day at 10:40 AM, rebuilt from the Map view of Jobs in Steddy.
Sample day at 10:40 AM for an Australian plumbing business, rebuilt from the Map view of Jobs in Steddy. Map data © OpenStreetMap contributors.

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

Sample day for an Australian plumbing business, rebuilt from the Today screen in Steddy Crew.

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.

More on job trackingSteddy Crew, the technician app

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
Sample jobs for an Australian garage door business, rebuilt from the Jobs screen in Steddy, with sample counts.

The tech's phone

Dana KirkbrideSpring replacement

In progress

8:00 AM – 10:00 AM · Coburg

  1. Accepted
  2. En route
  3. On site
  4. 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.

Sample job for an Australian business, rebuilt from the job screen in Steddy Crew.

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.

More on invoices and payments

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
Sample jobs for an Australian plumbing business, rebuilt from the Jobs screen in Steddy, with sample counts.

The tech's phone

Finish job

  1. Work done
  2. Charges
  3. Payment
  4. Signature
  5. Review

Review

Invoice total
$2,178.00
Payment
Card / EFTPOS · $2,178.00
Balance after today
$0.00

Complete job

Sample job for an Australian business, rebuilt from the last step of Finish job in Steddy Crew.

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.

More on reports

The office

JOB-1042

Hot water changeover · R. Moretti, Ryde

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
Sample job JOB-1042 for an Australian business: hot water changeover, card payment recorded on site. Rebuilt from a job's Live Calculations in Steddy.

Technician progress

Finished
  1. Accepted17 Sep, 7:52 AM
  2. En route17 Sep, 8:40 AM
  3. On site17 Sep, 9:02 AM
  4. Finished17 Sep, 11:18 AM
Sample job JOB-1042, hot water changeover with Josh Kealy, rebuilt from the job's Technician progress card in Steddy.
Sample job JOB-1042 for an Australian plumbing business, card payment recorded on site. Rebuilt from a job's Live Calculations and Technician progress in Steddy.

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.

Add part

Sample part for an Australian plumbing business, rebuilt from the Add part sheet in Steddy Crew.

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  • Xero

    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.

  • Google Ads, with Steddy Loop

    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.

Book a demo

Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.

Next: the three plans.