For firms with staff
Who is where,
and what did it cost?
Once there is more than one van, the hard part stops being the work and starts being the coordination. Corbely gives each person their own login with their own permissions — and the office a week you can actually read.
This week4 engineers
Boiler service — Oakwood Court
DC · Mon 09:00
Full rewire — 5 Mill Lane
RP · Mon–Wed
Leaking tap — Flat A
DC · Tue 14:00
Emergency — no hot water
Unassigned · Wed 08:30
Your team
Not everyone needs to see the money.
An engineer needs the job and the address. They do not need what you charged for it, or what the client still owes. Roles are per person and they hold everywhere — including on a link somebody forwards.
Who sees what4 roles
| Role | Jobs | Invoices | Team and roles |
|---|---|---|---|
| Owner | Yes | Yes | Yes |
| Office manager | Yes | Yes | — |
| Engineer | Yes | — | — |
| Bookkeeper | — | Yes | — |
The money
Quoted, done, invoiced — without re-typing it twice.
An accepted quote becomes the job. A finished job becomes the invoice. The same lines carry through, so the number you quoted is the number you bill.
Step one
Quote
Priced by line, sent, and valid for a set number of days. The client accepts it in a browser.
Sent£1,840.00
Step two
Job
Accepting turns the quote into the job — same lines, no re-keying, scheduled to whoever is free.
Scheduled3 days
Step three
Invoice
Raised from the job with VAT and your terms, and an issuer snapshot so an old invoice still reads correctly.
Outstanding£0.00
Sample figures. VAT, payment terms and part payments are all real; the numbers here are illustrative.
Priced per seat, not per client.
Your team are seats. The people you work for never are.