Everything Stakkd does, plan by plan
Calls, quotes, the diary, job sheets, certificates and invoices in one system. Start on Core and move up a plan when you need more.
Scheduling
Scheduling on a dispatch board
Log the call, drag the job onto an engineer and it’s on their phone. Stakkd warns you when a job is miles from the rest of their day, and annual services and contract visits book themselves in.
Call logging
Jobs
Recurring jobs
Smart scheduling
Timesheets
Staff holidays
Quotes, invoices and payments
Quotes signed online, invoices paid online
Quotes with options that customers accept and sign online. Invoices straight from the finished job, paid by card or Pay by Bank, and synced to QuickBooks or Xero on every plan.
Quotes
Invoices
Card payments
QuickBooks and Xero
Purchase orders
Certificates
13 UK certificates on the engineer’s phone
13 UK certificates, from gas safety records (CP12) and EICRs to emergency lighting, filled in and signed on the engineer’s phone. Each one is tracked to expiry and kept against the property and the asset.
Compliance certificates
Asset register
Custom PDF templates
Custom fields
Customers and contracts
Customers, contracts and the client portal
Every customer, site and call in one record. Contracts for your regulars, and a client portal where customers accept quotes, pay invoices and download certificates.
Clients
Contracts
Client portal
Job costing
The margin on every job
Each job’s cost set against what you quoted and invoiced. On Pro and above, labour comes from timesheets at each engineer’s rate and materials from purchase orders, and you are told when a job drops below your margin.
Jobs
Timesheets
Purchase orders
Advanced reports
A closer look
The parts of Stakkd people ask about first.
Scheduling
Job scheduling software for trades and engineers
Read more
Quotes
Send the quote before the next firm does.
Read more
Invoices and payments
Invoicing software that turns a finished job into an invoice
Read more
The app
A job app for engineers, on iPhone and Android
Read more
Certificates
CP12, EICR and 11 more certificates on your engineers’ phones
Read more
Client portal
A client portal for quotes, payments and certificates
Read more
Planned maintenance
Planned maintenance software for service contracts
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Customers
Every customer, site, job and invoice on one record
Read more
Job costing
Job costing software that shows the margin on every job
Read more
Every feature, by plan
Each feature sits under the first plan that includes it. Prices and the full plan comparison are on the pricing page.
Core, included on every plan
Clients
One record per customer: contacts, sites, every job, quote, invoice and email.
Call logging
Log enquiries and call-outs as they come in, and turn one into a job when the customer says yes.
Jobs
Book jobs on a dispatch board, with engineers down the side and the day across, and see cost and margin on every one. The diary warns you when a job is a long way from an engineer’s other work that day.
Quotes
Quotes from your own price book, with options. Customers accept and sign online.
Invoices
Invoice straight from the finished job, then see who’s paid and who hasn’t.
Reports
Takings, work in the pipeline and how busy each engineer is.
Dashboard
Today’s jobs, money owed and what needs doing, first thing you see.
Settings and roles
Decide who sees what, and put your logo and colours on everything you send.
Recurring jobs
Annual services and regular visits book themselves in.
Custom fields
Add the extra details your trade needs to clients, jobs, quotes and invoices.
QuickBooks and Xero
Clients, invoices, credit notes and payments go to QuickBooks Online or Xero. Payments you record there come back and mark the invoice paid.
Card payments
Customers pay invoices online by card, or by Pay by Bank where available. The payment is matched to the invoice for you.
Pro and above
Compliance certificates
13 UK certificates built in, from gas safety records (CP12) and EICRs to fire alarm and emergency lighting. Filled in on site, signed on the phone, with expiry reminders. Defects turn into a draft quote.
Contracts
Maintenance contracts with planned visits, renewals and the assets they cover.
Client portal
Your customers sign in to accept quotes, pay invoices, book visits and download their certificates.
Timesheets
Hours, breaks and overtime, approved by the office.
Staff holidays
Holiday requests and approvals, with a team calendar so you don’t book someone who’s off.
Advanced reports
Build your own reports, compare periods, export to Excel or PDF and get them emailed on a schedule.
Purchase orders
Raise POs against jobs so materials are costed to the right job.
Asset register
Every boiler, board and appliance on every site, with its jobs and certificates.
Custom job types
Your own job types, so work is booked and reported the way you think about it.
Notification alerts
Automatic appointment reminders, on-my-way messages, review requests and quote follow-ups, plus a heads-up for the office when a quote is accepted.
API access
Connect your own systems, Zapier or Make, with webhooks and API docs. Read-only on Pro, read and write on Elite.
Stock control
Know what’s in each van and the stores, and what’s been used on which job.
Online booking
Your own booking page. Customers pick a service and a slot you actually have free, and you confirm it.
Smart scheduling
Suggests the best day and engineer for a new job using real road distances. See the week on a map and plan unassigned jobs in one click.
Elite and above
Project management
Bigger jobs broken into tasks on a board, linked to the jobs that do the work.
Custom PDF templates
Design your own branded PDF layouts for the documents you send.
SMS notifications
Text customers appointment reminders and on-the-way updates automatically.
Microsoft sign-in
Your team signs in with their Microsoft 365 work accounts (Entra ID).
Try it on your own jobs
Bring your team and run real jobs through it for 14 days. No card needed.
14 days free, no card needed