Features built for the trade
Everything from first call to final invoice, plus the advanced modules you can switch on as you grow.
Scheduling & dispatch
Run the job from call to completion
Log the call, book the job, dispatch the right engineer and track the work, with recurring visits and planned maintenance booking themselves in.
Call logging
Jobs
Recurring jobs
Timesheets
Staff holidays
Quotes & money
Win the work, then get paid for it
Quotes with options your customers accept online, invoices raised straight from the job, card payments and books that reconcile themselves.
Quotes
Invoices
Payment processing
QuickBooks sync
Purchase orders
Certificates & compliance
Stay compliant without the evening admin
Gas, electrical and landlord certificates generated on site, tracked to expiry and linked to the assets and sites they belong to.
Compliance certificates
Asset register
Custom PDF templates
Custom fields
Clients & contracts
Give clients a service they can see
Every client, site and conversation in one record, with contracts for the regulars and a self-service portal so clients stop ringing for updates.
Clients
Contracts
Client portal
Go deeper on the big ones
A closer look at the areas most teams ask about first.
Scheduling & dispatch
Job scheduling that keeps the diary honest
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Quotes
Quotes that win work without taking all evening
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Invoicing & payments
Invoice from the job, not from memory
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Mobile app
The job in their pocket, with or without signal
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Certificates & compliance
Certificates done on site, tracked to expiry
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Client portal
Give clients answers before they ring
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Planned maintenance
PPM that never misses a visit
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Clients & CRM
Every client, site and conversation in one record
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The full catalogue
Every module, by the plan tier it arrives on. The live plan line-up is on the pricing page.
Core, included on every plan
Clients
A single record for every customer: contacts, sites, history and communications.
Call logging
Capture enquiries and service calls, categorise them and track each to resolution.
Jobs
Schedule, dispatch and track work from first call to completion, with job costing built in.
Quotes
Build professional quotes with options and win the work with online acceptance.
Invoices
Raise invoices, track payments and chase outstanding balances.
Reports
Out-of-the-box reports on revenue, pipeline and staff utilisation.
Dashboard
Your business at a glance: KPIs, quick actions and today’s activity.
Settings & roles
Configure your team, permissions and branding to match how you work.
Pro and above
Contracts
Multi-trade contracts with PPM schedules, renewals and asset-linked usage.
Project management
Projects, tasks and a Kanban board that link straight to your jobs.
QuickBooks sync
Two-way sync of invoices, quotes, clients and services with QuickBooks Online.
Payment processing
Take card payments online with Stripe checkout and automatic reconciliation.
Custom fields
Tailor clients, jobs, quotes and invoices with the fields your trade needs.
Recurring jobs
Automate repeat visits and planned maintenance on a schedule.
Staff holidays
Holiday booking and approval workflow with a team calendar.
Timesheets
Daily and weekly time capture with breaks, overtime and approvals.
Purchase orders
Raise and track purchase orders against jobs and projects.
Notification alerts
Custom notification and alert rules across your business.
Advanced reports
Full reporting: KPIs, dashboards, period comparison, CSV, PDF and Excel exports, a custom report builder, scheduled delivery and insights.
Elite and above
Client portal
Give clients self-service access to invoices, quotes, jobs and certificates.
Online booking
Let customers book appointments online around your real availability.
Asset register
Track appliances and assets per site, linked to jobs and certificates.
Compliance certificates
Gas safety, EICR, PAT and other certificates completed on site, with expiry tracking.
Custom PDF templates
Design and manage your own branded PDF templates.
Stock control
Inventory and stock level management across vans and stores.
Engineers portal
A dedicated field portal for your engineers.
Enterprise
Entra SSO
Single sign-on with Microsoft Entra ID for secure, centralised access.
SMS notifications
Automated SMS appointment and status updates to your customers.
API access
Integrate Stakkd with your own systems via a secure API.
White-label
Make the platform your own with full white-label branding.
See every module on your own trial
Request a demo and we’ll switch on the modules that matter to your trade.