# Exequtech — full text

> Exequtech is a B2B software company based in Pretoria North, South Africa. ExequtechOS is field service management (FSM) and job management software — clients, quotes, job cards / work orders, invoices, inventory, purchasing, teams and reporting in one connected workspace — and Exequ-Jobs is its offline-first Android app for field technicians. Used by trade and field-service businesses (electricians, plumbers, solar installers, HVAC, security installers and field service teams) in South Africa and internationally. Pricing is a flat rate per user per month with everything included (Standard, and a Lite plan with less storage), quoted in rand for South Africa and in US dollars internationally; see /pricing.

Last updated: 2026-09-06. Source pages are linked under each heading; each carries its own "Last updated" date.

## What sets Exequtech apart (https://exequtech.com/)

From first quote to final payment, ExequtechOS connects your office, technicians, jobs, stock, purchasing and finances in one beautifully simple workspace. One business. One system. One source of truth.

**Job card software to manage your jobs** — Run quotations, jobs, technicians, inventory, purchasing, customers and finances from one connected workspace.

**Everything Connected to the Job** — A job is not an appointment. It consumes time, labour, stock, purchases and vehicles, and produces revenue, profit, documentation and customer history. ExequtechOS connects all of it.

**Office and Field, One Record** — Your technicians should not create paperwork for your office. They should create data. The phone captures location, time, materials, photos, purchases and the customer's signature, and syncs it back to the office. (Technicians spend 18% of their working hours — over seven hours a week — on admin. Source: Salesforce, State of Service, https://www.salesforce.com/service/field-service-management/trends/)

**Know What Went Into Every Job** — Materials leave stock. The technician records them. Purchase orders replace them and supplier costs are captured. The job cost updates and the margin becomes visible.

**Powerful Without the Software Expert** — Powerful software should not need a specialist to run it. Your receptionist, manager and technician each see the tools they need, without navigating an ERP.

**Grows Only When Your Business Does** — A five-person electrician sees contacts, quotes, jobs and invoices. A larger operation adds assets, stock, purchasing, debtors, creditors and reports. Same system, different experience.


## ExequtechOS — field service management software (https://exequtech.com/fsm) — updated 2026-09-06

In short:
- ExequtechOS is field service management (FSM) software for the trade industry with an ERP-grade back office: clients, quotes, jobs, invoicing, inventory, purchases, debtors, creditors, teams and reporting in one platform.
- Quotes convert to jobs and jobs convert to invoices without retyping, and stock is tracked automatically across the warehouse, vehicles and job sites.
- Exequ-Jobs, the offline-first Android app, lets technicians log photos, material used, working hours and signatures on site without signal.
- Pricing is one flat rate per user per month with everything included, or a Lite plan with less storage, with no contracts or feature gates.

Frequently asked questions:

**What is field service management (FSM) software?**
Field service management (FSM) software is a system that helps businesses coordinate work done outside the office — scheduling jobs, dispatching technicians, tracking job cards, quoting, invoicing, and managing stock. Instead of juggling spreadsheets, paper job cards, and WhatsApp messages, everything lives in one connected platform that both the office and the field team work from. ExequtechOS is FSM software built for South African service businesses, paired with Exequ-Jobs, an offline mobile app for technicians.

**What are the benefits of FSM software?**
The biggest benefits are less admin time, faster invoicing, and real-time visibility into every job. Quotes convert to jobs, jobs convert to invoices, and stock is tracked automatically — so nothing falls through the cracks, double entry disappears, and you always know what your team is busy with without constant phone calls.

**What do I need to look for when considering FSM job card software?**
Look for a system that covers your whole workflow — quotes, job cards, invoicing, stock, and team management — rather than one piece of it. Check that the mobile app works offline, that pricing is simple with no hidden fees or feature gates, and that it is easy enough for your least technical team member to use every day.

**What are common features of field service management software?**
Typical features include client management, quoting, job cards and work orders, scheduling and dispatch, invoicing, inventory and stock control, and team management. ExequtechOS covers all of these in seven connected modules, and the Exequ-Jobs mobile app adds photo capture, time logging, and signature collection on site — even without signal.

**How much does FSM software cost?**
FSM software is usually priced per user per month, and many vendors charge extra for add-ons or premium tiers. Exequtech keeps it simple: R777 per user per month with everything included, or the Lite plan at R555 with less storage. There are no contracts, feature gates, or hidden fees.

**How do I choose the best FSM job card software?**
Start from your workflow: list the steps a job goes through from first call to payment, then check the software handles each one without workarounds. Prioritise offline capability if your technicians work in areas with poor signal, and ask for a demo or trial so your team can test it on real jobs before you commit.

**Who needs field service management (FSM) software?**
Any business that sends people out to job sites benefits from FSM software — plumbers, electricians, HVAC and solar installers, security companies, maintenance teams, and other trades. If you are managing more than a handful of jobs a week on paper or spreadsheets, FSM software will pay for itself in recovered admin time alone.

**How do I implement FSM software in my company?**
Start by loading your clients, price lists, and stock, then run new jobs through the system from day one rather than migrating old paperwork. Train the office team first, then technicians on the mobile app. Exequtech is designed to be simple enough to learn in a day, and we help you get set up and walk your team through the platform.

**How will FSM software affect my turnover?**
Field service management software grows turnover by letting you quote faster, complete more jobs per week, and invoice the same day work is done instead of weeks later. It also stops revenue leaks — forgotten billable hours, unbilled materials, and stock theft — and frees up admin time you can spend winning new work.


## Exequ-Jobs — offline field service app (https://exequtech.com/exequ-jobs) — updated 2026-09-03

In short:
- Exequ-Jobs is the Android field services app your technicians use on site: job cards, photo capture, digital signatures, time logging and location tagging in one place.
- It is offline-first. The whole day's work is stored on the phone, so everything works in basements, on farms and during load shedding, and syncs automatically when signal returns.
- Technicians create data, not paperwork. What they capture lands on the job card in the office, ready for the invoice, with no end-of-day admin.
- The app is included in the ExequtechOS subscription and runs on affordable Android phones. An iOS version is expected in the last quarter of 2026.


## Pricing (https://exequtech.com/pricing) — prices last reviewed 2026-07-01

One flat price per user per month with everything included. Two plans that differ only in storage per seat. No contracts, no feature gates, no hidden fees; cancel anytime. Rand prices apply in South Africa and US dollar prices internationally — they are separate price lists, not conversions.

**Lite** (10GB storage per seat) — South Africa: R555 per user per month; international: $55 per user per month. The full platform with lighter storage — ideal for smaller teams.
**Standard** (50GB storage per seat) — South Africa: R777 per user per month; international: $77 per user per month. Everything included with room to grow — our most popular plan.

Every plan includes: Client Management, Quoting, Job Management, Invoicing & Payments, Inventory & Stock, Team Management, Reporting & Dashboards, Exequ-Jobs Mobile App, Secure Data Encryption, Email Support.

Extra storage is sold in 50GB blocks, cheaper with more members:
- South Africa: 1 - 7 members: R477 per 50GB; 8 - 19 members: R377 per 50GB; 20+ members: R277 per 50GB.
- International: 1 - 19 members: $27 per 50GB; 20+ members: $17 per 50GB.


## Solutions by trade


### Electricians (https://exequtech.com/solutions/electricians) — updated 2026-09-06

Quote per-point installations in minutes, run digital job cards with photos and test records, keep your CoC paperwork with the job it belongs to, and invoice the same day the breaker goes back on.

In short:
- Electrical work runs on two rhythms, planned installations that need accurate per-point quoting and fault callouts that need fast dispatch, and ExequtechOS handles both in one system.
- Quote per-point installations from saved prices in minutes, and convert the accepted quote into the job card without retyping.
- Test results, photos and Certificate of Compliance references stay attached to the job, so the paperwork is findable years later.
- Van stock of cable and components is tracked per vehicle, and the invoice goes out before the van leaves the street.

Electrical work swings between two very different rhythms: planned installation and contract work that needs accurate quoting and project tracking, and fault callouts that need fast dispatch and a clear record of what was found and fixed. Most software handles one and fights you on the other.

ExequtechOS handles both in one system — and because every job ends in a Certificate of Compliance conversation sooner or later, it keeps your test results, photos, and certificate references attached to the job record where you can find them years later.

The Problems Electrical Contractors Bring Us:
- **CoC paperwork scattered everywhere** — Certificates of Compliance, test readings, and DB photos end up in filing boxes, glove compartments, and phone galleries. When a dispute or audit surfaces two years later, reconstructing what was tested and signed off becomes a week of digging.
- **Quoting per-point work takes too long** — Pricing an installation means counting points, lengths, and DB ways against your rates. Doing it in a spreadsheet for every enquiry means quotes go out days late — and the contractor who quoted first often wins.
- **Fault callouts with no site history** — A technician arrives at a tripping DB with no idea the company rewired that circuit eight months ago. Without the previous job cards in hand, every callout starts from zero — and warranty work gets billed like new work.
- **Van stock of cable and components is a guess** — Cable drums, breakers, and consumables move between the store, the vans, and the sites with nothing written down. Materials get used and never billed, and the van that "definitely had" a 60A isolator delays the job.
- **Proving the work happened** — When a client questions the invoice or an insurer questions the claim, "we did it, trust us" is not an answer. You need timestamped photos, recorded test results, and a customer signature — attached to that specific job.

A Fault Callout, Start to Finish: Here is how a typical electrical callout runs when the job card is digital and connected:
1. **The call comes in** — The office logs the fault against the client record and sees the full site history — including the rewire your team did there last year. The job is assigned to the nearest available electrician.
2. **On site, even in the basement** — The electrician opens the job card on the Exequ-Jobs app — offline if needs be — sees the history, photographs the DB before touching it, and works through the fault.
3. **Everything captured as it happens** — Test readings go in the notes, replacement breakers are logged from van stock, hours are clocked, and after-photos document the repair. Nothing waits for end-of-day memory.
4. **Sign-off on the screen** — The customer reviews the work and signs on the phone. If a CoC is issued, its reference and supporting documentation stay attached to the job record.
5. **Invoice before the van leaves the street** — The completed job card already holds the materials and hours — the office converts it to an invoice in one click and sends it while the work is still fresh in the customer's mind.

Frequently asked questions:

**Can I keep CoC documents and test results with the job?**
Yes. Notes, photos, and document references live on the job card itself, so certificate details and test readings stay attached to the specific installation they belong to — searchable by client and site, years later.

**Does it handle both contract projects and fault callouts?**
Yes. Bigger installations can be grouped into projects with multiple jobs and teams, while callouts run as standalone jobs with fast dispatch. Both feed the same client history, stock, and invoicing.

**Will the app work in basements and DB rooms with no signal?**
Yes — Exequ-Jobs is offline-first. The full job card, photos, materials, time logging, and signatures all work without connectivity and sync automatically when the device finds signal again.

**Can I track which electrician installed which serialised item?**
Yes. Inventory supports serial-number tracking, so serialised components can be traced from goods receipt, to the van, to the specific job and site where they were installed.

**How fast can I get a quote out?**
Line items price from your own catalogue and rates, and the customer approves from a link on their phone — no printing or scanning. Most contractors get same-day quoting down to minutes.

**Can I quote differently for installations, repairs, and maintenance contracts?**
Yes. Set up quote templates per type of work with their own labour rates, material markups, and standard tasks — including permit costs or subcontractor charges where they apply. Recurring maintenance work can be scheduled so the jobs create themselves.

**How do I handle warranty work and callbacks?**
Link the callback to the original installation and see the full history — what was installed, when, by whom, and with which materials and serials. Warranty work gets handled (and billed) as warranty work instead of being rediscovered from scratch.

**Can I track tools and test equipment per van or electrician?**
Yes. Tools, test instruments, and materials can be assigned to vehicles or team members as stock locations — move items between the warehouse, vans, and sites, and run counts to see exactly what is where.

**What does it cost for a small electrical team?**
R777 per user per month (Standard) or R555 (Lite), with all seven modules and the Exequ-Jobs app included. No per-feature add-ons and no long-term contracts — see the pricing page for storage details.

Testimonial (July 2026): "We were drowning in spreadsheets and paperwork. Exequtech gave us one system that connects everything. Our admin time has been cut in half, and we can finally focus on growing the business." — David Naidoo, Owner, Elite Electrical Services


### Plumbers (https://exequtech.com/solutions/plumbers) — updated 2026-09-06

Dispatch emergency callouts fast, run digital job cards with insurance-ready photos, track geyser serials for warranty claims, and invoice before the van leaves the driveway.

In short:
- Plumbing runs on urgency. Dispatch emergency callouts from live availability, with the site's full history in the plumber's hand.
- Job cards are completed on site in seconds, with photos that satisfy insurers and the customer's signature on the screen.
- Geyser serial numbers are recorded at install, so warranty claims have a trail.
- The invoice is generated from the job card the moment the customer signs, closing the callout-to-invoice lag.

Plumbing lives on urgency. A burst geyser or a flooding bathroom does not wait for the office to find a free technician on a whiteboard — and once the panic is fixed, the paperwork that proves and bills the work tends to lag days behind the wet boots.

ExequtechOS is built around that reality: fast dispatch with full site history, job cards your plumbers complete on site in seconds, photos that satisfy insurers, and invoices generated from the job card the moment the customer signs.

The Problems Plumbing Businesses Bring Us:
- **Emergency dispatch by phone roulette** — A burst-pipe call starts a round of "where are you, are you nearly done?" calls to every van. Without live job status, dispatch is guesswork — and the customer with water on the floor hears "someone will come at some point".
- **Insurance claims need evidence you don't have** — Geyser claims live and die on documentation: photos of the failed unit, the serial number, what was replaced, and when. If those live in a technician's personal phone gallery, every claim becomes an archaeology project.
- **Geyser warranties with no serial trail** — When a geyser fails inside warranty, you need to know which unit was installed at which property on which date. Paper job cards rarely capture serials — so warranty replacements quietly become full-price repeat work.
- **The callout-to-invoice lag** — The job finished Tuesday; the invoice went out the following Thursday — after someone deciphered the job card and remembered the extra fittings. Every day of lag pushes payment further out and makes disputes more likely.
- **Van stock that evaporates** — Fittings, valves, and consumables leave the store by the box and vanish job by job. Without van-level stock tracking, materials are bought twice, never billed, or both.

A Burst Geyser, Start to Finish: Here is how an emergency callout runs when dispatch, the job card, and the invoice are one connected flow:
1. **The panicked call** — The office logs the callout against the property's record — and sees the geyser your team installed there three years ago, serial number included. The closest available plumber gets the job on their phone.
2. **On site with the full picture** — The plumber opens the job card in Exequ-Jobs, photographs the failed unit and the water damage for the insurer, and records the old unit's serial before it goes on the bakkie.
3. **The replacement, documented** — The new geyser's serial is captured, materials come off van stock, hours clock automatically, and after-photos complete the evidence chain — all offline if the ceiling crawlspace has no signal.
4. **Sign-off and same-day invoice** — The customer signs on the screen. The completed job card already contains everything billable, so the office sends the invoice — with photos attached to the record if the insurer asks — the same day.
5. **The warranty, findable** — Three years later, when that unit drips, the serial, install date, and full job history are one search away. Warranty work gets handled as warranty work.

Frequently asked questions:

**Can I produce documentation for insurance claims?**
Yes. Photos taken in the app attach to the job card with timestamps, alongside materials, serials, and the customer's signature — so a claim pack is a lookup, not a reconstruction.

**Does it track geyser serial numbers for warranties?**
Yes. Inventory supports serial-number tracking from goods receipt through to the job where the unit was installed, so warranty status is verifiable per property.

**Can it handle maintenance contracts for body corporates and property managers?**
Yes. Recurring jobs can be scheduled for regular maintenance, and every property keeps its own history — useful when a managing agent asks what was done across their portfolio.

**How fast can my plumbers complete a job card on site?**
Tasks, materials, photos, time, and signature are each a few taps in Exequ-Jobs. Plumbers typically close out a job card in under two minutes — on site, not at home that evening.

**Does the app work in ceilings, basements, and areas with no signal?**
Yes — Exequ-Jobs is offline-first. Everything works without connectivity and syncs automatically afterwards, so load shedding and dead zones never block the work.

**What does it cost?**
R777 per user per month (Standard) or R555 (Lite) with everything included — all modules plus the mobile app, no hidden fees, no long-term contract. See the pricing page for details.

Testimonial (July 2026): "The mobile app works perfectly even in remote areas with no signal. Our guys can log everything on-site, and it all syncs automatically. It's exactly what we needed." — Michael van der Merwe, Director, ProPlumb Solutions


### Solar Installers (https://exequtech.com/solutions/solar-installers) — updated 2026-09-06

Quote fast when demand spikes, run multi-day installation projects without dropped balls, track every panel, inverter, and battery by serial number, and turn commissioned systems into recurring maintenance revenue.

In short:
- When load shedding floods you with enquiries, the installer who gets an accurate quote out first signs the deal. Quote fast from saved component prices.
- Multi-day installations run as projects across teams, with every day's work, materials and photos on the job.
- Every panel, inverter and battery is tracked by serial number from stock to installation, with its warranty attached.
- Commissioning, sign-off and invoice happen in one step, and the commissioned system becomes a recurring maintenance contract.

Solar in South Africa moves in waves. Every load shedding announcement floods installers with enquiries — and the business that gets an accurate, professional quote out first usually signs the deal. Then comes the hard part: site assessments, multi-day installations across teams, serialised components with long warranties, and a commissioning handover the client expects to be flawless.

ExequtechOS carries a solar job through that whole arc in one system: enquiry, assessment, quote, project, installation, commissioning, invoice — and the maintenance contract that follows. No spreadsheet relay between stages.

The Problems Solar Installers Bring Us:
- **Quote backlogs when demand spikes** — When the schedule changes and enquiries triple overnight, quoting from a spreadsheet template becomes the bottleneck. Slow quotes lose deals to whoever answered first — speed is a sales feature in this market.
- **Multi-day projects with moving parts** — An installation spans roof work, DC and AC wiring, inverter mounting, and commissioning — often across several days and more than one team. Without project-level tracking, day two starts with phone calls about what day one finished.
- **Serialised components, long warranties** — Panels, inverters, and batteries each carry serial numbers and multi-year warranties. When a unit fails in year four, "which inverter did we install there?" must be a lookup, not a search through old delivery notes.
- **Site evidence scattered at handover** — Roof photos, DB shots, commissioning readings, and sign-off documents end up split between phones and inboxes. A clean handover pack — and a defensible record if something is disputed — needs all of it in one place.
- **No follow-on revenue after commissioning** — Panel cleaning and system health checks are natural recurring revenue, but without scheduled recurring jobs, installed clients are forgotten until something breaks — usually out of warranty and out of goodwill.

An Installation, Enquiry to Commissioning: Here is how a residential solar installation runs when every stage feeds the next:
1. **Enquiry and site assessment** — The enquiry becomes a client record; the assessment visit becomes a job. Roof photos, DB photos, and measurements land on the job card — the quote is built from evidence, not memory.
2. **The quote, while the lead is hot** — Panels, inverter, batteries, mounting, and labour price from your catalogue. The customer reviews and signs from a link on their phone — often the same day they asked.
3. **The project, day by day** — The approved quote becomes a project with jobs and tasks across days and teams. Each crew sees its scope on Exequ-Jobs; the office sees progress without driving to the site.
4. **Serials and stock, captured at install** — Every panel, inverter, and battery serial is recorded on the job as it goes onto the roof or wall, drawing down tracked stock — the warranty trail builds itself.
5. **Commissioning, sign-off, invoice** — Commissioning readings and final photos complete the record, the customer signs on screen, and the invoice generates from the project in one click. A recurring maintenance schedule starts the follow-on relationship.

Frequently asked questions:

**Can I track panels, inverters, and batteries by serial number?**
Yes. Serial-number tracking runs from goods receipt through to the job and site where each unit was installed — so warranty claims years later start with a lookup, not an investigation.

**Does it handle multi-day installations with more than one team?**
Yes. Jobs can be grouped into projects with tasks assigned across days and teams, and progress from the field syncs back as it happens.

**How fast can I quote when enquiries spike?**
Line items price from your own catalogue, so a standard residential system quotes in minutes — and digital approval means no printing, scanning, or chasing.

**Can I set up recurring maintenance after commissioning?**
Yes. Recurring job schedules create cleaning and health-check visits automatically, with each visit logged against the system's history.

**Does the app work on roofs and sites without signal?**
Yes — Exequ-Jobs is offline-first, so job cards, photos, serials, and signatures all work without connectivity and sync when the device reconnects.

**What does it cost?**
R777 per user per month (Standard) or R555 (Lite) with all modules and the mobile app included — no per-feature add-ons, no long-term contracts. See the pricing page for storage tiers.


### HVAC & Refrigeration (https://exequtech.com/solutions/hvac) — updated 2026-09-06

Maintenance contracts that schedule themselves, a full service history for every unit you look after, fast breakdown dispatch, and invoices that go out with the technician still on site.

In short:
- HVAC runs two operations at once, planned maintenance contracts and unplanned breakdowns, and both depend on knowing the history of every unit you touch.
- Recurring contract visits create their own jobs, so scheduled servicing stops depending on a spreadsheet.
- Every breakdown callout arrives with the unit's full record, and each visit's readings, photos and parts feed the next one.
- Proof of service for SLAs and audits is a lookup, and the app works in plant rooms and basements without signal.

HVAC and refrigeration businesses run two operations at once: the planned one — maintenance contracts, seasonal servicing, filter and gas checks — and the unplanned one, where a server room is overheating or a cold room is warming up and the client is counting minutes. The planned work pays the bills; the unplanned work wins the loyalty. Both depend on knowing the history of every unit you touch.

ExequtechOS keeps that history at the centre: recurring contract visits create their own jobs, every breakdown callout lands with the unit's full record in the technician's hand, and each visit's readings, photos, and parts feed the next one.

The Problems HVAC Businesses Bring Us:
- **Maintenance contracts tracked in memory** — Contract clients are owed scheduled visits — quarterly, monthly, seasonal. When schedules live in a spreadsheet, visits slip, SLAs quietly fail, and the client notices exactly when their aircon does.
- **No history per unit** — A commercial site can hold dozens of units across roofs and plant rooms. Without a record of which unit was serviced, regassed, or repaired when, every visit starts with detective work — and warranty arguments have no evidence.
- **Breakdown callouts vs the planned day** — An urgent cold-room failure has to cut into a day already scheduled with contract visits. Without live visibility of who is where, juggling the day means phone calls, and rescheduled visits fall through cracks.
- **Parts and consumables on the move** — Compressors, filters, and consumables ride in vans for weeks. Stock that is not tracked at vehicle level gets used unbilled, bought twice, or hunted for while a client's stock spoils.
- **Service reports clients can audit** — Commercial clients increasingly want proof: what was checked, what readings were taken, who signed. Paper job cards make every such request an afternoon of photocopying.

A Contract Visit and a Breakdown, Same Day: Here is how a typical HVAC day runs when contracts, callouts, and history live in one system:
1. **The morning is already scheduled** — Recurring contract jobs created themselves on schedule. Each technician's phone shows the day's visits with each site's units and full service history.
2. **Routine visits, properly recorded** — At each unit, the technician logs readings and checks, replaces filters from van stock, and photographs anything worth flagging — building the service record as the work happens.
3. **The cold-room call cuts in** — The office sees live who is closest and least committed, assigns the emergency, and the displaced contract visit is rescheduled in the system — not on a sticky note.
4. **The breakdown, with history in hand** — The technician arrives already knowing the unit was regassed last March. Diagnosis, parts used, hours, and photos go onto the job card — offline if the plant room has no signal.
5. **Sign-off, invoice, and the record grows** — The client signs on screen, the invoice generates from the job card, and both the contract visits and the emergency now sit in each unit's history for next time.

Frequently asked questions:

**Can maintenance contracts generate their own recurring jobs?**
Yes. Recurring schedules create jobs automatically at the agreed interval, so contract visits stop depending on someone remembering the spreadsheet.

**Can I keep a service history per unit or asset?**
Yes. Each visit's job card — readings, parts, photos, signatures — accumulates against the client and site, so any technician can see what was done before walking in.

**How does it handle urgent breakdowns disrupting the schedule?**
Live job status shows who can take the emergency, and displaced visits are rescheduled in the system rather than lost. The customer-facing history stays intact.

**Can clients get proof of service for audits and SLAs?**
Yes. Completed job cards hold the checks, readings, photos, and sign-off per visit, so producing evidence for a client or SLA review is a lookup.

**Does the app work in plant rooms and basements without signal?**
Yes — Exequ-Jobs is offline-first. Everything on the job card works without connectivity and syncs automatically when the technician is back in coverage.

**What does it cost?**
R777 per user per month (Standard) or R555 (Lite), everything included — all modules plus the mobile app, no hidden fees, cancel anytime. See the pricing page for storage tiers.

Testimonial (May 2026): "Exequtech has completely transformed how we manage our field operations. Our technicians love the offline app, and I finally have real-time visibility into what's happening on every job site." — Paul Durrheim, Operations Manager, Imperial Heating


### Security Installers (https://exequtech.com/solutions/security-installers) — updated 2026-09-06

Quote CCTV, alarm, and access control installations per point, run digital job cards with photos and serial numbers, keep certificates with the site they belong to, and invoice at handover.

In short:
- A security installation is a trade of detail: dozens of cameras, readers, beams and fence zones, each with a serial number, a position and a warranty.
- Quote CCTV, alarm and access control jobs per point from saved hardware and labour prices.
- Serial numbers, positions and photos are captured as devices go in, and certificates such as the electric fence certificate attach to the site.
- Every later callout starts from the original installation record, so faults are found faster and insurers get answers.

Security installation is a trade of detail. A single estate job can mean dozens of cameras, readers, beams, and fence zones — each with a serial number, a position, a cable run, and a warranty. The install is only half the work: the client, the insurer, and the armed response company all want proof of what was fitted where, and the maintenance and callout work that follows depends on that record being findable a year later.

ExequtechOS keeps every site's installation record in one place: quotes broken down per point, job cards that capture the hardware and photos as it goes in, certificates attached to the site, and a full history that every later callout starts from.

The Problems Security Installers Bring Us:
- **Quotes with dozens of line items** — A CCTV or access control quote is a bill of materials — cameras, NVRs, readers, controllers, cable, conduit, labour per point. Building it by hand in a spreadsheet takes an evening, and the client who gets a clean quote first usually signs.
- **No record of what was installed where** — Once the ceilings are closed, nobody remembers which camera model is on the north corner or which DVR channel it feeds. Every fault callout starts by rediscovering the install, and warranty claims have no serial numbers to stand on.
- **Certificates and compliance paperwork adrift** — Electric fence certificates, installation handover documents, and PSIRA details are demanded by insurers, estates, and buyers years after the job. When they live in a filing cabinet or a technician's WhatsApp, producing one is an afternoon's search.
- **Multi-day installs across a team** — A commercial or estate installation runs over days with several technicians on site. Without a shared job, the office cannot see what is fitted, what is still boxed in the van, and what has to be ordered before tomorrow.
- **Callouts, false alarms, and maintenance contracts** — After the install comes the long tail — a beam misaligned by a gardener, a gate motor battery, a monthly maintenance visit. Tracking that work per site, and billing it, is where recurring revenue leaks away.

From Site Survey to Handover: Here is how a security installation runs when the quote, the install, and the site record live in one system:
1. **Survey and quote per point** — The technician walks the site with the client, notes camera positions and fence zones, and the office builds the quote from your saved hardware and labour prices — sent for online acceptance the same day.
2. **Quote becomes a job, stock gets reserved** — Accepted quotes convert into a job card with the full bill of materials. Hardware is allocated from the store or a van, and anything short is visible before the team leaves the yard.
3. **The install, recorded as it goes in** — Each technician logs the devices they fit, photographs positions and cable runs before ceilings close, records serial numbers, and clocks hours against the job — offline if the plant room or estate has no signal.
4. **Commissioning and handover** — Test results, the electric fence certificate, and handover photos attach to the site. The client signs on the technician's phone and receives the documents, and the invoice generates from the job card before the van leaves.
5. **The site record works for years** — Every later callout and maintenance visit opens with the original install in hand — models, serials, positions, certificates — so faults are found faster and warranty and insurance questions have answers.

Frequently asked questions:

**Can I quote CCTV, alarm, and access control jobs per point?**
Yes. Save your hardware and labour prices once, then build quotes from them line by line — cameras, recorders, readers, beams, cable, and labour per point — and send them for online acceptance.

**Can I record serial numbers and positions for installed hardware?**
Yes. Technicians log each device, its serial number, and photos of its position on the job card as it goes in, so the installation record is built during the work rather than reconstructed afterwards.

**Where do electric fence certificates and handover documents live?**
Attached to the job and the client's site. When an insurer, estate, or new owner asks for a certificate years later, it is a lookup rather than a search through old phones and folders.

**How does it handle multi-day installations with several technicians?**
One job card is shared across the team. Each technician logs their own hours, hardware, and photos against it, and the office sees progress, stock used, and what still needs ordering in real time.

**Does the app work on sites without signal?**
Yes — Exequ-Jobs is offline-first. Everything on the job card works in basements, plant rooms, and remote sites, and syncs automatically when the technician is back in coverage.

**What does it cost?**
R777 per user per month (Standard) or R555 (Lite), everything included — all modules plus the mobile app, no hidden fees, cancel anytime. See the pricing page for storage tiers.


### Field Service & Maintenance (https://exequtech.com/solutions/field-service) — updated 2026-09-06

Schedule and dispatch your teams, run offline-first digital job cards with photos and signatures, and connect everything that happens in the field to your quotes, invoices, and stock.

In short:
- Field service businesses share one operating problem: the work and the information happen at the client's site, and most of it never makes it back to the office intact.
- Offline-first job cards capture tasks, materials, hours, photos and signatures on site and sync when signal returns.
- The office sees job status live instead of running a day behind on phone calls and WhatsApp groups.
- Quote, job and invoice are one connected chain with nothing retyped, and stock moves with the work.

Whatever you install, maintain, or repair, field service businesses share the same operating problem: the work happens at the client's site, the information needed to run the business happens there too — and most of it never makes it back intact. Status lives in phone calls, evidence lives in WhatsApp groups, and the office runs a day behind reality.

ExequtechOS is a field service management platform built to close that gap for South African conditions: offline-first mobile job cards for the field, live visibility for the office, and a straight, retype-free line from quote to job to invoice.

The Problems Field Service Teams Bring Us:
- **Dispatch by whiteboard and phone** — Who is where, who is free, and who is nearest to the urgent call — answered by ringing every technician in turn. Scheduling without live status burns office hours and keeps customers waiting on vague promises.
- **Paper job cards and their failure modes** — Cards go missing, arrive illegible, and surface days late. Whatever the field team did that never reached a card never gets billed — and what did reach a card has to be retyped into the invoice.
- **The office is blind to the field** — Between dispatch and the technician's return, the office knows nothing. Customers asking for updates get callbacks; managers planning tomorrow work from yesterday's information.
- **Disconnected tools for every function** — A quoting tool, a diary, a chat group, an invoicing package, a stock spreadsheet — each fine alone, with the business itself run in the gaps between them, by retyping.
- **Software that dies without signal** — South African field work crosses dead zones, basements, and load shedding daily. A field app that needs connectivity for every screen sends technicians straight back to paper.

From Enquiry to Paid, in One System: The shape of a job in ExequtechOS, whatever your trade:
1. **Enquiry to quote** — The enquiry becomes a client record, the quote builds from your catalogue, and the customer approves it from a link — same-day quoting as standard practice.
2. **Quote to scheduled job** — Approval converts the quote into a job with the scope carried over. It is scheduled against real availability and lands on the assigned technician's phone.
3. **The field day, offline-first** — On site, the technician works the digital job card in Exequ-Jobs: tasks, materials from van stock, hours, photos, and the customer's signature — connectivity optional.
4. **Live visibility back home** — Every update syncs as signal allows, so the office sees progress in real time, answers customers without callbacks, and routes emergencies to whoever is genuinely closest.
5. **Job to invoice to payment** — The completed job card already holds everything billable. One click makes it an invoice; the aging report keeps what is owed visible until it is paid.

Frequently asked questions:

**What does software for a field service company need to cover?**
Software that coordinates work done at customer sites: scheduling and dispatching technicians, digital job cards in the field, capturing materials, time, photos, and signatures, and connecting it all to quoting, invoicing, and stock.

**Does it work for my industry?**
If your teams work at client sites, the workflow fits — installation, maintenance, repairs, inspections. We also have dedicated pages for electricians, plumbers, solar installers, and HVAC businesses.

**How does the offline mobile app work?**
Exequ-Jobs stores the technician's jobs locally on their Android device. Everything — job details, photos, signatures, time logging — works without signal and syncs automatically when connectivity returns.

**Can I see where my team is and what they are busy with?**
Yes. Job status updates and GPS-tagged activity sync in as they happen, giving the office a live view without check-in phone calls.

**Do I need separate quoting, invoicing, and stock tools?**
No — clients, quoting, jobs, invoicing, inventory, team management, and reporting are all modules of the same platform, included in the same price.

**What does it cost?**
R777 per user per month (Standard) or R555 (Lite) with everything included, billed monthly with no long-term contracts. International teams can see USD pricing on the pricing page.


## Free tools (https://exequtech.com/calculators)

**Markup & Margin Calculator** (https://exequtech.com/calculators/markup-margin) — Work out the right price to quote — and see markup vs margin side by side. Free markup and margin calculator for trade businesses. Enter job cost and target profit to get the price to quote, with markup % and margin % side by side.

**Labour Hourly Rate Calculator** (https://exequtech.com/calculators/labour-hourly-rate) — Work out the hourly rate to charge to cover costs and hit your profit target. Free hourly rate calculator for trade businesses. Work out the labour rate to charge per hour from wages, overheads, billable hours, and your target margin.


## Manual — how-to guides for ExequtechOS (https://exequtech.com/manual)


### Getting started

**Orientation** (https://exequtech.com/manual/orientation, updated 2026-09-06) — Get to know the Exequtech OS desktop — the app menu, the taskbar and working in more than one app at a time. Find your way around Exequtech OS: the home screen and app icons, the taskbar, opening several apps at once and snapping two apps side by side.

**Setting up your company settings** (https://exequtech.com/manual/setting-up-your-company-settings, updated 2026-08-19) — Work through the settings tabs — business details, VAT and banking, units of measure, email, terms and access control. How to set up company settings in Exequtech OS: business details, VAT and banking, quotation validity, payment terms, units of measure, email and access.

**Adding users** (https://exequtech.com/manual/adding-users, updated 2026-09-06) — Set up groups for your job functions, invite your team with a signup link, and add workers who only need time tracking. How to add users in Exequtech OS: create groups for your job functions, invite users by email with a signup token, and add workers who only need time tracking.

**Set user views** (https://exequtech.com/manual/set-user-views, updated 2026-08-28) — Choose which views each user can access, and check they sit in a group with the right access rights. How to set user views in Exequtech OS: open the Users app, pick an employee, manage their view access and check they are in a group with the right rights.


### Time tracking

**Cloud users clock in** (https://exequtech.com/manual/cloud-users-clock-in, updated 2026-08-29) — Clock in from the taskbar clock icon at the start of a shift, and clock out again when the shift is done. How cloud users clock in on Exequtech OS: open the clocking modal from the clock icon, click Clock in to start the shift, and clock out when the shift ends.

**Check working hours of users** (https://exequtech.com/manual/check-working-hours-of-users, updated 2026-08-29) — Open a user in the Users app and review their hours over the last 7 days, 30 days or a custom date range. How to check working hours of users in Exequtech OS: pick a user in the Users app, choose a date range, and read the available, traveling and working hours.


### Contacts app

**Create a new customer** (https://exequtech.com/manual/create-a-new-customer, updated 2026-08-29) — Add a customer in the Contacts app, with extra addresses for their sites and additional contact people. How to create a new customer in Exequtech OS: open the Contacts app, click Add Customer, complete the form, add addresses and contact people, and save.

**Create a new supplier** (https://exequtech.com/manual/create-a-new-supplier, updated 2026-08-29) — Add a supplier on the Suppliers tab of the Contacts app, with extra addresses and contact people. How to create a new supplier in Exequtech OS: open the Contacts app, switch to Suppliers, click Add Supplier, add addresses and contact people, and save.

**Edit a contact** (https://exequtech.com/manual/edit-a-contact, updated 2026-08-29) — Open an existing contact in the Contacts app, edit the details and save the changes with Update. How to edit a contact in Exequtech OS: open the Contacts app, pick customers, suppliers or leads, open the contact, click Edit, change the details and save.


### Assets app

**Assets app orientation** (https://exequtech.com/manual/assets-app-orientation, updated 2026-08-29) — Tour the Assets app — products, consumables, fixed and bulk assets, services and labour, plus filters and columns. Get to know the Assets app in Exequtech OS: serialized and customer-owned products, consumables, fixed and bulk assets, services, labour charges and filters.

**Create a new product** (https://exequtech.com/manual/create-a-new-product, updated 2026-08-29) — Set up a product definition with its category and serial number types, and create the first item with it. How to create a new product in the Exequtech OS Assets app: start a product definition, pick a category, add serial number types, set the location and save.


## Guides (https://exequtech.com/blog)


### Jobber Alternatives (2026): 6 Field Service Software Options Compared (https://exequtech.com/blog/jobber-alternatives)

Published 2026-07-12, updated 2026-09-03. By Exequtech Team. 5 min read.

Six Jobber alternatives compared on the work order chain, offline use, inventory depth, and pricing — verified from each vendor's own site.

Key takeaways:
- Most businesses leave Jobber over fit, not quality: tier-gated features, missing depth in one area, offline sites, or price predictability as the team grows.
- Compare on criteria before logos: the quote-to-job-to-invoice chain with no retyping, field reality tested in airplane mode, depth where your bottleneck is, and the all-in price.
- Every vendor claim comes from that vendor's own site, verified in July 2026. ExequtechOS is one of the options and is flagged as ours.


### Best Field Service Management Software for Small Business (2026) (https://exequtech.com/blog/best-field-service-software-small-business)

Published 2026-07-12, updated 2026-09-03. By Exequtech Team. 5 min read.

How to choose field service management software for a small business in 2026: the six criteria that matter, pricing shapes to expect, and honest options.

Key takeaways:
- There is no single best field service software. The right one depends on team size, trade, where your crews work, and which problem is costing you money now.
- Six criteria separate the options, starting with quote-to-invoice without retyping and a field app your least technical technician will actually use, offline.
- A small business needs the software to do the connecting itself. There is no admin department to paper over the gaps.
- Test the whole chain end to end on a real job in every demo, ours included.


### Tradify vs ServiceM8 (2026): Cost, Offline Use & Who Each Suits (https://exequtech.com/blog/tradify-vs-servicem8-vs-exequtechos)

Published 2026-07-12, updated 2026-09-03. By Exequtech Team. 7 min read.

ServiceM8 vs Tradify compared honestly for 2026: pricing models, offline capability, the Apple-vs-Android question and who each suits, plus a third option.

Key takeaways:
- ServiceM8 suits small Apple-based teams doing high volumes of short jobs. It is priced by monthly job volume with unlimited users, and it works offline.
- Tradify is the generalist from sole trader up, with iOS and Android apps and Xero and QuickBooks integrations, but no offline mode.
- ExequtechOS is the pick when you need more back office, such as real inventory, purchase orders and serial numbers, with an offline-first Android app at one flat price.
- Three questions decide it: what phones your crew carries, whether your sites have signal, and how much back office you need.

Frequently asked questions:

**Which is better, ServiceM8 or Tradify?**
Neither is better outright — they suit different crews. ServiceM8 is the slick choice for small, Apple-based teams doing high volumes of short jobs, and it works offline. Tradify is the generalist for tradies from sole trader up — enquiry capture, branded quotes with automated follow-ups, scheduling, and invoicing on full iOS and Android apps — but it has no offline mode. The decision usually comes down to what phones your crew carries, whether your sites have signal, and how much back office you need.

**How do ServiceM8 and Tradify pricing compare?**
They price on different axes, so compare them on your own numbers. ServiceM8 prices by monthly job volume across five tiers (Free through Premium Plus) with unlimited users on paid plans — great for many hands doing few jobs. Tradify prices per user, with a 14-day free trial and no credit card required. ExequtechOS is flat per-user pricing with every module included on both plans: $55 per user per month on Lite, $77 on Standard — they differ only in storage per seat. Model a real month of your jobs and headcount through each before deciding.

**Does Tradify work offline?**
No. Tradify's own help centre states that both the Web Console and the Mobile App depend on a live internet connection to operate. ServiceM8 and ExequtechOS both work offline — if your technicians need to open a job card in basements, on rural runs, or during load shedding, that narrows the field before you compare anything else.


### What Is Work Order Software? (And How It Differs from a Job Card App) (https://exequtech.com/blog/work-order-software)

Published 2026-07-12, updated 2026-09-03. By Exequtech Team. 5 min read.

What work order software does, how work orders relate to job cards and job sheets, and what to look for — mobile capture, offline use, and invoicing.

Key takeaways:
- Work order software creates, assigns and tracks the instruction to do a piece of work, the record of what happened, and the trigger for the invoice.
- A work order moves through five states: request, assignment, execution, sign-off and billing. The software's job is to move it without anything falling into the gaps.
- Work order in the US, job card in South Africa, Australia and New Zealand, and job sheet in the UK are the same document under different names.
- It is the operational core of field service software. If the work order lifecycle is weak, nothing built on top of it works.

Frequently asked questions:

**What is work order software?**
Work order software creates, assigns, and tracks work orders digitally — the instruction to do a piece of work, the record of what happened, and the trigger for the invoice. The office raises the work order, the technician completes it on a phone, and the result flows straight into billing. It is the operational core of field service management software.

**What is the difference between a work order, a job card, and a job sheet?**
They are the same document under different names: work order is standard in the US and Canada, job card is used in South Africa, Australia, and New Zealand, and job sheet is the everyday UK term. Vendors describe the same features under all three words, so compare them as one market.

**What are the stages of a work order?**
A work order moves through five states: request (from a call, an approved quote, or a maintenance schedule), assignment (scheduled and dispatched to a technician), execution (tasks, materials, hours, and photos captured on site), sign-off (the customer confirms with a signature), and billing (the completed order becomes an invoice with no retyping).


### Job Sheet Software for UK Trades: What to Look For (2026) (https://exequtech.com/blog/job-sheet-software)

Published 2026-07-12, updated 2026-09-03. By Exequtech Team. 5 min read.

What a digital job sheet should capture, how job sheet software links quoting to invoicing, plus offline use and VAT-ready invoices for UK trades.

Key takeaways:
- Job sheet software lets engineers create, complete and file job sheets on a phone, raised from an approved quote and turned into an invoice at sign-off.
- A digital job sheet should capture the instruction, the work and time, the materials used, evidence such as photos, serial numbers and test readings, and the customer's signature.
- Photos and signatures attached at the moment of completion settle disputes, support warranty claims and get invoices paid without argument.
- The UK's job sheet is the same document as a job card or work order. Search all three terms to see the whole market.

Frequently asked questions:

**What is job sheet software?**
Job sheet software lets your team create, complete, and file job sheets digitally — raised in the office or from an approved quote, completed by the engineer on a phone, and turned into an invoice the moment the work is signed off. In the UK the job sheet is the same document South Africa calls a job card and the US calls a work order.

**What should a digital job sheet capture?**
The instruction (customer, site address, access notes, scope, and the quote it came from), the work (tasks completed with start and finish times per visit), materials used, evidence such as before/after photos, serial numbers, and test readings, and the customer time-stamped signature. Photos and signatures captured at completion are what settle disputes and get invoices paid.

**What should UK trades check before buying job sheet software?**
Offline completion for basements and rural coverage gaps, VAT-ready invoicing with clean handoff to your accounting package, the full enquiry to quote to job sheet to invoice chain in one system, an engineer-proof mobile app, history per customer and per asset, and honest pricing with the notice period checked before you sign.


### Best Job Card Software in South Africa (2026): How to Choose (https://exequtech.com/blog/best-job-card-software-south-africa)

Published 2026-07-03, updated 2026-09-03. By Exequtech Team. 6 min read.

How to choose job card software in South Africa in 2026: the features that matter, the pricing models to expect, and an honest look at local options.

Key takeaways:
- There is no single best job card software in South Africa, only the best fit for your trade, your team size and where the work happens.
- Three things decide the fit: whether revenue is earned at customer sites or in a workshop, how the software survives South African connectivity and load shedding, and whether quote, job card and invoice live in one chain.
- Job card software must capture on site offline, connect quote to job to invoice, hold proof of work, track materials and van stock, and keep trade paperwork such as CoC records with the job.
- Judge every option, including ExequtechOS, against that checklist on your own workflow with your own team.

Frequently asked questions:

**What is the best job card software in South Africa?**
There is no single best — there is a best fit for your business, decided by whether your revenue is earned at customer sites or in a workshop, how well the software survives South African connectivity, and whether the quote, job card, and invoice live in one connected chain. Judge every option against a checklist on your own workflow.

**What must job card software be able to do?**
Capture on site while offline (details, photos, signatures, and time surviving dead zones and load shedding), connect quote to job to invoice with nothing retyped, hold proof of work, track materials and van stock, keep trade paperwork like CoC records and geyser serials with the job, and report profit per job and who owes what.

**How much does job card software cost in South Africa?**
Most is priced per user per month, though some price per appointment or charge admin and field users separately. Watch for paid add-on modules, dollar-billed subscriptions that move with the exchange rate, and lock-in contracts. ExequtechOS is R777 per user per month (Standard) or R555 (Lite), billed in ZAR, everything included, no lock-in.


### FSM vs ERP: What South African Service Businesses Actually Need (https://exequtech.com/blog/fsm-vs-erp)

Published 2026-07-03, updated 2026-09-03. By Exequtech Team. 5 min read.

FSM vs ERP for South African service businesses: what each covers, where they overlap, when a small business really needs ERP, and how to choose.

Key takeaways:
- FSM software runs the work done at customer sites: scheduling, dispatch, job cards and getting the field back to the office. ERP software runs the back office: accounting, procurement, HR and company-wide planning.
- If your revenue is earned by people doing jobs at client premises, you need FSM at the core.
- What most service businesses want from an ERP, connected quoting, invoicing and stock, is better served by FSM software with an ERP-grade back office than by a full ERP suite.
- Vendors use the two terms interchangeably, which is how businesses end up paying for software built around problems they do not have.

Frequently asked questions:

**What is the difference between FSM and ERP software?**
FSM software runs work that happens at customer sites — scheduling, dispatch, job cards, and getting what happened in the field back to the office. ERP software runs the back office — accounting, procurement, HR, and company-wide planning. If your revenue is earned by people doing jobs at client premises, you need FSM at the core.

**Where do FSM and ERP software overlap?**
Both handle clients and suppliers, quoting, invoicing, inventory, and reporting. Only FSM handles scheduling and dispatch, job cards, proof of work on site, and an offline field app; only ERP handles full general-ledger accounting, payroll, manufacturing, and consolidated group reporting.

**Does a small service business need ERP?**
Usually not a full ERP. What most service businesses want — connected quoting, invoicing, and stock — is better served by FSM software with an ERP-grade back office. Growth can create a need for ERP-grade depth like multi-location inventory, purchase orders, serial-number tracking, and aging reports, attached to the job workflow rather than a full ERP suite.


### Markup vs Margin: Why Your Quoted Price Isn’t Your Profit Percentage (https://exequtech.com/blog/markup-vs-margin)

Published 2026-07-01, updated 2026-09-03. By Exequtech Team. 5 min read.

Markup vs margin for trade businesses: why a 50% markup is only a 33% margin, how to price jobs by margin, and a conversion table — with a free calculator.

Key takeaways:
- Markup is profit as a percentage of cost. Margin is profit as a percentage of the selling price. Same rands, different denominator.
- Because the selling price is always larger than the cost, the margin percentage is always smaller than the markup percentage.
- A 30% markup is roughly a 23% margin, and a 50% markup is a 33% margin. Confusing the two is a common reason a busy business still feels broke at month-end.
- Decide the margin you need first, then work back to the markup you quote. The free Markup & Margin Calculator shows both figures side by side.

Frequently asked questions:

**What is the difference between markup and margin?**
Markup is your profit as a percentage of your cost — how much you added on top of what the job cost you. Margin is your profit as a percentage of your selling price — how much of what the customer paid is actually profit. Same profit in Rands, different denominator, so the margin percentage is always smaller than the markup percentage.

**Is a 50% markup the same as a 50% margin?**
No. A 50% markup on a R1,000 job gives a R1,500 price and R500 profit — but measured against the R1,500 the customer paid, that is a 33.3% margin, not 50%. A 50% markup is a 33% margin; a 30% markup is a 23% margin.

**How do I price a job to hit a target margin?**
Price by margin using Price = Cost ÷ (1 − Margin%). A R1,000 job at a target 30% margin is 1,000 ÷ (1 − 0.30) = R1,428.57, which leaves exactly 30% profit. Make sure the cost includes materials, a true labour charge-out rate, and other job costs first.


### What Is a Job Card? A Complete Guide for Trade Businesses (https://exequtech.com/blog/what-is-a-job-card)

Published 2026-06-10, updated 2026-09-03. By Exequtech Team. 5 min read.

What is a job card? Learn what goes on a job card, how trade businesses use them, and why digital job cards are replacing paper job cards.

Key takeaways:
- A job card records everything about one piece of work: customer, scope, assignment, tasks, materials, time and travel, evidence and sign-off.
- Everything on the job card eventually feeds the invoice. An incomplete job card means a wrong invoice, usually in the customer's favour.
- Job card in South Africa, job sheet in the UK and work order in the US are the same record under different names.
- Paper job cards break down as a business grows. A digital job card system captures the record on site and connects it to quoting and invoicing.

Frequently asked questions:

**What is a job card?**
A job card is a document that records everything about a single piece of work — the customer, what needs to be done, who is assigned, the materials and time used, and proof the work was completed. For trade businesses it is the backbone of every job, travelling from the first phone call to the final invoice.

**What information should a job card record?**
A complete job card captures customer details, the job description and scope, the assigned technician, the tasks, materials used, time and travel, evidence such as before-and-after photos and test results, and the customer sign-off. Everything on it eventually feeds the invoice.

**What is a digital job card?**
A digital job card is the same record kept in software instead of on paper. The technician opens the job on a phone or tablet, works through the tasks, logs materials and time, takes photos, and captures the signature on screen — and the office sees the update as soon as it syncs.

**Who uses job cards?**
Any business that sends people out to do work uses job cards: electricians, plumbers, solar installers, HVAC and refrigeration technicians, and general field service and maintenance teams. The format differs by trade, but the function is the same — one record per job, from start to sign-off.


### Why Offline-First Mobile Apps Matter for Field Service (https://exequtech.com/blog/offline-mobile-apps)

Published 2026-06-10, updated 2026-09-03. By Exequtech Team. 5 min read.

Poor connectivity should not mean lost productivity. Why offline-first mobile apps are essential for field service teams — from basements to remote sites.

Key takeaways:
- Field work happens where mobile networks are weakest: basements, plant rooms, new developments, rural sites, roof spaces, and anywhere load shedding drains tower batteries.
- Works offline is not the same as offline-first. Cached apps let you view what you already opened; offline-first stores the whole day's work on the device so creating, editing, photos and signatures all work without signal.
- Skipped signatures and job cards done later are a design problem, not a discipline problem. Software built for offices fails in the field.
- Offline-first should be the first question on the checklist when choosing a field service app in South Africa.


### How to Optimize Your Field Operations with Mobile Technology (https://exequtech.com/blog/optimizing-field-operations)

Published 2026-06-10, updated 2026-09-03. By Exequtech Team. 4 min read.

How mobile apps are transforming field service operations — digital job cards, photo capture, time logging, and automatic sync between office and field.

Key takeaways:
- The core problem of field operations is that the work happens out there while the information lives back here.
- Put the job card on the phone first. Dispatch stops being a round of phone calls, technicians arrive knowing the site history, and tasks and materials are logged as they happen.
- A photo attached to the job card is evidence. A photo in a gallery or a WhatsApp group is unfindable in six months.
- None of it works unless the app works offline, in basements, on new builds and during load shedding.


### Choosing the Right Business Management Software for Your Service Business (https://exequtech.com/blog/choosing-business-management-software)

Published 2026-06-10, updated 2026-09-03. By Exequtech Team. 4 min read.

Not all business management platforms are created equal. A practical evaluation guide for choosing job management software for service businesses.

Key takeaways:
- Start with your workflow, not their feature list. Write down how a job moves from enquiry to payment, then ask where each product breaks that chain.
- Every break in the chain means retyping, and retyping is where time disappears and errors creep in.
- Seven capabilities cover a site-based service business: client management, quoting, job management, invoicing and payments, inventory, team management and reporting.
- The wrong pick costs more than the subscription: months of half-migrated data and a team quietly back on spreadsheets and WhatsApp.


### Streamlining Your Quote-to-Invoice Workflow (https://exequtech.com/blog/streamlining-quote-to-invoice)

Published 2026-06-10, updated 2026-09-03. By Exequtech Team. 5 min read.

Manual data entry between quoting, job tracking, and invoicing costs time and creates errors. How a connected quote-to-invoice workflow improves cash flow.

Key takeaways:
- When the quote, the job and the invoice live in three tools, somebody retypes at every handover, and billable work silently falls out of the chain.
- Speed wins quotes. Quote the same day from the client's record with catalogue pricing, and let the customer approve digitally from a link.
- In a connected workflow the approved quote becomes the job and the completed job becomes the invoice, built from what actually happened on site.
- The office knows which invoices are unpaid without waiting for the bank balance to force the question.


### The Power of Real-Time Inventory Tracking (https://exequtech.com/blog/real-time-inventory-tracking)

Published 2026-06-10, updated 2026-09-03. By Exequtech Team. 4 min read.

Stop losing money to stock discrepancies and manual counting. How real-time inventory tracking helps trade businesses reduce waste and protect margins.

Key takeaways:
- The gap between what you think you have and what you actually have is where money disappears: van stock black holes, shrinkage with no trail, unbilled materials, emergency purchases and dead stock.
- Real-time means every stock movement is recorded where it happens: goods received at the door, transfers into vehicles, materials logged against the job card, and returns transferred back.
- Vehicles are warehouses and need to be tracked as stock locations of their own.
- One question finally has a live answer: how many of X do we have, and where.


### The Hidden Cost of Not Using Software in Trade Businesses (https://exequtech.com/blog/hidden-cost-trade-businesses)

Published 2026-04-28, updated 2026-09-03. By Exequtech Team. 6 min read.

What manual processes really cost electricians, plumbers, and solar installers: research on lost revenue, admin time, errors, and late payments.

Key takeaways:
- As recently as 2020 a quarter of field service organisations still scheduled jobs on spreadsheets, and the smaller the team, the more likely the system is paper, phone calls and a diary.
- IDC estimates that companies lose 20 to 30 percent of revenue every year to inefficient processes. In a trade business that shows up as missed appointments, poor job allocation and gaps between jobs.
- Without software, a large part of the day goes into writing invoices by hand, scheduling by phone and tracking jobs on paper.
- The cost of not using software is real and measurable, and it grows with every person you add to the team.


## What our clients say (https://exequtech.com/)

"Exequtech has completely transformed how we manage our field operations. Our technicians love the offline app, and I finally have real-time visibility into what's happening on every job site." — Paul Durrheim, Operations Manager, Imperial Heating (May 2026)

"We were drowning in spreadsheets and paperwork. Exequtech gave us one system that connects everything. Our admin time has been cut in half, and we can finally focus on growing the business." — David Naidoo, Owner, Elite Electrical Services (July 2026)

"The mobile app works perfectly even in remote areas with no signal. Our guys can log everything on-site, and it all syncs automatically. It's exactly what we needed." — Michael van der Merwe, Director, ProPlumb Solutions (July 2026)


## Company (https://exequtech.com/about)

Exequtech is based in Pretoria North, Gauteng, South Africa. The Exequtech team writes the guides. Contact: +27 84 472 5829, support@exequtech.com, https://exequtech.com/contact.