Customers
Every customer, site, job and invoice on one record
One record per customer, with every site, job, quote, invoice and email on it. Start typing their name on a call and their history comes up.
14 days free, no card needed. No setup fee and no contract.
What you get
One customer, every property
A landlord with twelve flats is one customer with twelve sites. Every job, quote, invoice and certificate hangs off the same record.
Calls logged as they come in
Log enquiries and call-outs while you’re still on the phone, and turn one into a job when the customer says yes.
Fields for what you track
Add the fields your trade needs to customers, jobs, quotes and invoices. Gate codes, key safe numbers, boiler make, whatever you track.
Where this sits in Stakkd
The parts of Stakkd this page covers, and the plan each one is on.
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.
Quotes
Quotes from your own price book, with options. Customers accept and sign online.
Custom fields
Add the extra details your trade needs to clients, jobs, quotes and invoices.
Dashboard
Today’s jobs, money owed and what needs doing, first thing you see.
Common questions
Stakkd for your trade
Pick your trade to see how Stakkd handles your jobs, certificates and paperwork.
Electrical
Your electricians fill in EICRs, EICs and minor works certificates on their phones. Defects turn into a quote. Every result stays with the property.
Plumbing & heating
Log the no-heat call and slot it in around the day’s work. Annual services book themselves in. The invoice is written when the job’s done.
Property maintenance
Planned maintenance books itself in and reactive jobs go in around it. Managing agents and landlords log in to see the job, the photos and the certificate.
Gas engineers
Gas safety records, service records and warning notices on your phone. Signed on site, emailed to the landlord, and a reminder when the next one’s due.
Air conditioning
Every split, cassette and chiller on the asset register. Planned visits book themselves in from the contract. Breakdowns go in around them.
Fire & security
Contracts set the visits. Engineers fill in the fire alarm and emergency lighting certificates on site. Clients download them from the portal.
Drainage
Blocked drains don’t book ahead. Log the call, get the closest van there and invoice from the job. The customer pays by card online.
Cleaning
Regular cleans book themselves in from the contract. Cleaners record their hours in the app. Checklists and photos show the client it was done.
Landscaping
Grass cutting and hedge rounds book themselves in for the season. Quote the patio with options. Invoice from the work you’ve done.
Renewables
Quote with options, raise the deposit, order the kit against the job and plan the install days. The balance invoice is ready when you commission.
Bring your customer list
We’ll help you move your customers across from your old system or a spreadsheet. 14 days free, no card needed.
14 days free, no card needed