Jobs and calendar

Book the job, then let the calendar keep it

Make a job from an enquiry or an accepted quote, put the visit on the calendar, and your customer gets a confirmation and a reminder the day before. On every plan, Free too.

The part between yes and the invoice

A customer says yes, and the job goes into a paper diary, a phone calendar or the back of your mind. Then the times change, someone books the same morning twice, and the customer rings to ask if you are still coming.

WhizInvoice keeps that middle part with everything else. The enquiry, the quote, the visits and the invoice sit on one job, so the booking is never in a different place from the price.

From yes to booked

  1. Make it a job

    Press Make it a job on an enquiry or an accepted quote. The customer, the address and the price come across. If the customer picked a time when they accepted, the visit is already on the calendar.

  2. Book the visit

    Choose the day, the time and who is going. If it clashes with another visit you see a warning, and you still decide.

  3. Your customer hears from you

    A booking confirmation goes by email under your business name. Move the visit and they get a note with the new time, and from 5 pm the day before they get a reminder.

  4. Do the work, send the invoice

    Mark the visit done and make the invoice from the job. The quote, the visits, your notes and the invoice stay together on the job card.

What comes with jobs and calendar

  • Week, day and month

    See the week at a glance, a single busy day in detail, or the whole month when you plan ahead.

  • Drag to move, with Undo

    Drag a visit to a new time or day. Slipped? Press Undo and it goes back, and the customer is only told once the change settles.

  • Warnings, never blocks

    Book two visits at the same time, or someone on their day off, and you see a warning. Sometimes that is exactly what you meant, so the choice stays yours.

  • Repeating visits

    A fortnightly clean or a monthly service is booked once. The next visits stay on the calendar ahead of time without you adding them.

  • A morning job list

    At 6:30 am each person with visits that day gets an email with their list. If their day changes, a fresh list follows.

  • A board for every job

    The job board shows each job by stage, with the number of jobs and their value in every column, so you know what is waiting and what it is worth.

Example: one regular clean, from quote to invoice

Tuesday 3 November
Quote accepted online, job made, visit booked for Thursday 12 November at 9:00
Tuesday 3 November
Booking confirmation emailed to the customer
Wednesday 11 November, 5 pm
Reminder emailed about the visit the next morning
Thursday 12 November, 6:30 am
Your job list for the day arrives
Thursday 12 November
Visit marked done, invoice sent from the job
Thursday 26 November
The next visit in the fortnightly series is already booked

Example only, using dates in November 2026. Times follow your business’s own time zone.

Bring your jobs with you

Moving from Fergus, Tradify, ServiceM8 or Jobber? Bring your customers, jobs and prices across together. Open jobs land on your board, finished ones stay on the customer’s history, and you can undo the whole import for 24 hours. This is on every plan, Free included. See importing your records for the details.

On your phone, the Calendar sits in the bottom bar, so today’s visits are one tap away while you are out on the road. Read more about working from your phone.

Questions

Good to know

Are jobs and the calendar on the Free plan?

Yes. Jobs, the calendar, repeating visits, booking confirmations and reminders are on every plan, Free included.

How are my customers told about a booking?

By email, under your business name, with replies going straight to you. They hear when a visit is booked, when its time changes or it is cancelled, and again from 5 pm the day before.

What happens if I double book someone?

You see a warning before you save, and you choose. WhizInvoice never stops you booking, because sometimes two visits at once is the plan.

Can I book regular visits once?

Yes. Make the visit repeat, for example every week, every 2 weeks or every month, and the next visits stay booked ahead on the calendar.

Can I bring my jobs from another job app?

Yes, on every plan. Bring customers, jobs and prices from Fergus, Tradify, ServiceM8, Jobber or another tool, and undo the import within 24 hours if you change your mind.

Put your next job on the calendar

Start on the Free plan and book your first job in a few minutes.

Free plan forever. No card needed to start.