Spreadsheet before
- Daily job sheets copied from a master workbook
- Phone calls to confirm whether work was completed
- Customer notes buried in free text
- Week-ending reports that arrive too late to act
Industry
Service operations that have outgrown Excel job books
From field service to workshop repairs, Excel often becomes the dispatch board, customer history and quoting tool. That combination eventually fights itself.
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Free £295 assessment + first 3 months free
- Free £295 assessment
- First 3 months free
- No obligation
The problem
Spreadsheet apps for service businesses
Engineers need mobile updates, office staff need live status and customers expect clear communication. Spreadsheet job books create version confusion, weak allocation visibility and reporting that always needs a hero.
Signs Excel has been outgrown
- Job allocation happens in chat because the sheet is stale
- Customer history is split across tabs and inboxes
- Quotes and jobs use different numbering habits
- Engineers avoid updating the workbook on site
- Inspections or certificates are chased after the visit
- Managers cannot see utilisation without rebuilding filters
Managed app after
- Live jobs with owners, windows and statuses
- Clearer customer and site context on each job
- Quote-to-job hand-offs without retyping everything
- Mobile updates that office staff can trust
What a replacement can include
- Job tracking and allocation views
- Customer or site records linked to work
- Quotations and approvals where needed
- Inspection or checklist capture
- Reporting for volume, ageing and ownership
- Managed hosting and support
Common topics
- Jobs
- Engineer allocation
- Customer records
- Quotations
- Work orders
- Inspections
- Reporting
Why not just add more formulas?
Shared online spreadsheets help a little, but service work needs concurrent updates, mobile capture and customer context that cells handle poorly.
Who it suits
- Field service and maintenance firms
- Workshop and repair businesses
- Regional service teams coordinating multiple engineers
Managed service
Each app is built around your workflow. The plans set the size and access model, while your assessment decides which useful features belong in the app. Hosted plans include hosting, maintenance and ongoing support so your team is not left maintaining fragile workbooks.
Pricing context
Every project starts with a £295 Spreadsheet Assessment (excl. VAT). If you proceed, that fee is credited before VAT. Eligible managed plans such as Business (£399/month) include hosting and support.
FAQ
Ready to assess your spreadsheet process?
Start the free fit check. If a promotional space is available and approved, your assessment can be free with promotional managed months.