Common questions about Exequtech, implementation, mobile workflows, and what to expect as you evaluate the platform.
Looking for the basics — what field service management software is, what it costs, and how to choose it? Those are answered on the FSM software FAQ. Below are questions about Exequtech specifically.
Most job management software is priced per user per month, and prices vary widely between vendors. ExequtechOS costs R777 per user per month on the Standard plan or R555 per user per month on the Lite plan — both include all seven modules and the Exequ-Jobs mobile app, with no hidden fees and no lock-in contracts.
A paying user is anyone who needs their own login to access ExequtechOS or the Exequ-Jobs app, such as an office manager, team lead, or field technician. General workers who do not use the platform or app themselves can still have their hours tracked at no charge. You only pay for the people who need access, while keeping track of hours worked across your whole team.
Yes. Exequ-Jobs, the technician app, is built offline-first: job cards, photos, signatures, and time logs keep working with no signal, and everything syncs automatically when connectivity returns. Load shedding or a dead zone on site does not stop the work from being captured.
Yes. Quotes built in ExequtechOS are sent to customers for online approval, and an approved quote converts directly into a job — no retyping and no chasing signed paperwork.
No. In ExequtechOS the quote, job card, and invoice are one connected chain: an approved quote becomes a job, and the completed job — with the actual materials and hours captured on site — becomes the invoice. One system, no double entry.
Exequtech is a connected business operations platform. ExequtechOS helps you manage clients, quotes, jobs, invoices, inventory, and teams, while Exequ-Jobs gives field technicians an offline-first mobile app for work on site.
It is designed for service, field operations, maintenance, installation, and operationally heavy businesses that need office and field teams working from the same source of truth.
The platform covers core workflows such as client management, quoting, job management, invoicing, inventory, team coordination, and operational visibility across your business.
Yes. The roadmap page shows upcoming initiatives such as the iOS app, smart ticketing, front desk POS, logistics, IoT automation, and CRM with AI and WhatsApp integration.
Yes. We work with businesses to understand their operational workflow, configure the platform appropriately, and help teams get up to speed.
You can review the pricing page for current plans and contact us if you need a tailored setup or want to discuss your operational requirements in more detail.
Use the contact page to reach the team. That is the best route for demos, onboarding discussions, commercial questions, and feature requests.
Job cards, projects and recurring work.
The Jobs app has three tabs: Jobs for individual job cards, Projects for grouping related job cards under one project with its own manager and due date, and Recurring for job cards that generate themselves on a schedule.
Yes. Every job card carries a live status — from Unscheduled and Unassigned through Awaiting, Pending, En Route, Busy and On Hold to Completed and Signed — plus a priority, so the office can see at a glance what is happening in the field without phoning around.
Tasks with checklists, the materials used, labour, trips, purchases made for the job, photos and notes — and when the work is done, the customer signs off on the card. The job card becomes the complete record of the job.
Yes. Recurring job cards carry their own schedule and item list, and the system generates the job cards for you — ideal for service contracts, monthly maintenance and routine inspections.
Yes. Materials on a job card are linked to your assets, so adding them reserves and consumes stock. If something is not on hand, you can resolve it with a purchase linked directly to the job, and the cost follows the job.
When a job card is completed, the actual materials and hours captured on site are turned into a work completed quotation in Billing, which converts into the invoice — no retyping from paper job cards.
Quotations, invoices, purchases and payments.
Everything from quote to payment in one place: quotations, invoices, work completed quotations (WCQs), purchase orders, debtors, creditors and a full transaction ledger.
A WCQ is generated from a completed job card and reflects the work actually done — the real materials and hours, not the estimate. Once confirmed, it becomes the invoice with one click, and the invoice can be kept in sync if the WCQ changes.
You raise purchase orders to your suppliers, receive items in part or in full as they arrive, and capture the supplier invoice against the order. A picking list report shows outstanding items still to be collected.
The Debtors and Creditors tabs show aging breakdowns of what is outstanding and for how long. Payments are recorded against invoices, and every entry lands in the transaction ledger with its allocations.
Yes. Quotations, invoices and other documents are emailed from inside the app using your own email address via the SMTP settings, or routed to an internal recipient first if you prefer a review step.
A few common contact-related questions.
Our contacts are separated into customers, suppliers and leads, all in one app to make things easy.
Yes, we support multiple tenants under a contact for businesses with multiple sites or clients they deliver service to.
When you sell a product to a customer, you can see all the products sold to that customer and you can track all job cards linked to this product. This allows you to get a full history of everything done involving that product.
Yes. We actively use customer feedback to shape the roadmap, so feature requests and workflow suggestions are welcome through the contact page.
Common questions about managing assets inside the platform.
Assets are separated into products (serialized and used for items where the history needs to be tracked), consumables (used daily on jobs and no need to be tracked), fixed assets (like vehicles, warehouses, buildings, tools and equipment or furniture), services (a service that is being done continuously and set in price with/without a checklist) and labour (specific types of labour charges).
Yes. You can use assets to follow maintenance activity, job cards, and related work over time, giving you a full record for each item.
Our contacts displays a list of all products linked to them, this way you have a list of all products that are installed with that client and you can create a list of all job cards and work done easily.
Yes, you have the freedom to create your own categories or markers to group assets that matches how your business manages equipment and stock.
Yes, you have the flexibility to create different serial numbers for eg. in HVAC you have indoor and outdoor units with serial numbers that forms part of one system, now you can create a system and add all the serials together for one system to keep track of the whole system.
Services can be created for repeating tasks with a checklist of tasks that needs to be checked or information that must be completed for each task. You can determine the type of the checklist item and it can be a number, a product that should be linked, a text input or a yes/no answer.
Built-in reports, the live dashboard and audit logs.
The report library includes Completed Jobs by User, Time Worked per Job by User, Technician Utilization & Recovery, Job Profitability Analysis, Quotations by Sales Rep, Stock Take Sheet, Inventory Valuation and Picking List — each downloadable as a PDF or CSV.
Yes. The Technician Utilization & Recovery report compares hours worked against hours invoiced per technician per month, showing recovery percentage and revenue per hour — so you can see exactly how much of the labour you pay for is being billed.
Yes. The audit log records who created, updated or deleted records across the system, and the asset transfers view logs every stock movement between locations.
Add a user with their email address and group, then generate a time-sensitive signup link to send them. They follow the link and choose their own username and password.
Yes. A user can be added without a signup token — typically general workers who do not need platform access. Their working hours and activities are still recorded and tracked in the system.
You create groups that match your job functions — Administrators, Technicians, Dispatch, Purchasing and so on — and access control decides which apps, features and functions each group can use. Views can also be tuned per user.
Yes. Users and groups are archived rather than deleted, so their history on jobs, documents and time records stays intact.
Configuring the system for your business.
Step-by-step guide: setting up your company settingsYes. Every user can switch off the views they don't need under Settings → Views, and access control can remove entire apps and functions for a whole group. If you never work with creditors, those screens simply aren't there.
From Settings. General holds your time zone and business information; Finance & Banking holds your VAT rate, quotation validity, payment terms and banking details — all of which appear on your quotations and invoices automatically.
Yes. Complete the SMTP settings under Settings → Email and documents go out from your own email address. You can also set a default internal recipient if documents should be reviewed before reaching clients.
Yes. Your company terms and conditions for quotations are set once in Settings and included with the documents you send.
How your documents look when they reach clients.
Yes. The Themes app holds the document themes used when generating PDFs — quotations, RFQs, invoices, purchase orders, work completed quotations and job cards — and you choose the default theme for your company.
Yes. Themes can be test-rendered against your own real documents, so you see exactly how an actual quotation or invoice will come out before making the theme your default.
Themes are versioned: a new version starts as a draft, is published when ready, and old versions can be archived. Your company default stays pinned to the version you chose until you change it.
If your workflow is unusual or you want to talk through a specific use case, contact us directly.
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