JobPerfect AI Dashboard
The JobPerfect AI Dashboard.
One live view of your trades business, with an AI co-pilot that can answer questions and get things done.
Sales and leads
Website chat, 24/7
Answers questions, qualifies the lead and writes it into your system.
Email leads, captured
Forward any enquiry and the AI pulls out the contact, address and what they need.
Mobile sales app
For your outside reps: log calls and site visits from the truck, location-verified.
Tenders and RFQs
Drop in the PDF and get a sales opportunity ready for your estimator.
Calls and service
AI receptionist
Answers, triages and books the job into BigChange, Simpro or Jobber.
After hours, covered
Powered by CallRoster AI. Emergencies reach the on-call tech.
One service inbox
Requests from web, phone and email in one place, tagged by source.
Money
Quote and invoice follow-ups
On the cadence you choose, skipping anything already accepted or paid.
Supplier invoice checking
Matched against your purchase orders, so overcharges get caught.
Month-end digest
For your bookkeeper: revenue, margin and what’s outstanding.
Insight
Live dashboards
Jobs, invoices and cash flow, with different views for owner, manager and rep.
Sales pipeline
By stage, rep and expected value, with stalled-deal alerts.
AI co-pilot
Ask in plain English. Read-only by default; anything that changes data is switched on per role.
Every action the AI takes is logged. Your data stays in your systems.
Want to see it on your own data?
Book a 30-minute demo and we’ll walk you through it.