Customers and inquiries
Requests from email, phone or forms are linked to the customer, with their previous messages.
THE PRODUCT
Nearing completionAutomate the admin. Keep track of every job.
Necesso carries your office work through every job, from inquiry to payment. Details are entered once and passed on; routine tasks follow your rules. You decide on exceptions.
See it in action ↓Keep the job details together.
Who is the customer? When is the appointment? Which materials were used? These details stay with the job, from the first call to the invoice.
Use the features your business needs. They belong to one system from the start.
Your business’s core processes.
The core features are complete and ready for a demo. A few additional features are being finalized.
Offers
Offers use your service catalog, past jobs, prices and rules.
Jobs and projects
Dates, job stages, documents and photos stay with the right project.
Teams and schedules
Plan who works where and when, including crews, subcontractors and equipment.
Notes from the job site
Record hours, materials, photos and signatures on the phone, even without a signal.
Materials and stock
Track materials from the warehouse to the van and the job site.
Documents and invoices
The offer becomes the job, then the invoice. Details carry through without being retyped.
Payments and reminders
Match payments, track unpaid invoices and send reminders according to your rules.
Messages and follow-ups
Sort emails, calls and voice notes into the right job. Routine questions are answered according to your rules.
Access for your team
Set which jobs and details each person can view and edit.
Equipment and inspections
Keep equipment, maintenance contracts and inspection records together. Due dates feed into the schedule.
Tenders and bids
Review tender documents and record the requirements for your bid.
Supplier invoices and receipts
Photograph receipts, read the details and match them for review. Booking follows your approvals.
Documents ready for the next step.
The job records also support insurance claims and the monthly handover to your accountant and tax adviser.
Insurance
Damage reports, photos, work records and invoices are collected and checked against the insurer’s document list. Submission follows your rules; exceptions wait for approval.
Bookkeeping and tax
Supplier and customer invoices, receipts and payments are matched and sorted, ready for the monthly handover to your accountant and tax adviser.
From the first inquiry to a paid invoice.
One complete process in one system. The information stays with the job and carries through to the next step.
Inquiry
Email, phone or form: the inquiry is linked to the right customer.
Offer
The offer uses your services, prices and previous jobs.
Job
An accepted offer becomes a job with all its details.
Planning
Schedule the date, crew, materials and equipment.
Site
The crew records hours, materials, photos and signatures on the phone.
Invoice
The job details carry through to the invoice.
Paid
Payments are matched. Unpaid invoices receive reminders.
Routine work runs automatically and you decide on exceptions.
You set the rules. Necesso handles matching routine tasks automatically. When something falls outside those rules, you are notified and approve the next step.
NECESSOMore time for your craft.
All core features are ready. Let us show you Necesso.
Necesso is nearing completion. The core features are ready, with just a few additions being finalized. Let us show you the product and discuss what your business needs.
Request a product demooffice@necesso.ai