Job Management

When you make the switch to Teamleaf, your team gets everything they need to get the job done all in one place. Thanks to this, staying on top of every job is a breeze, with scheduling, finance, SLAs, and everything else all easily accessible.

All your info, all in one place

Job Management, Simplified

Out with the Chaos, in with Control

Teamleaf is your ultimate companion for mastering control over all your work tasks and jobs. With its comprehensive suite of features, Teamleaf empowers you to plan, track, and drive every task to completion.

Paper job sheets and site diaries

Lost in translation between departments

Chasing engineers for updates

Wasted time and effort

Guessing at job costs

No clear picture of expenses

Hunting for lost equipment

Wasted time and effort

All-in-one job management

Bringing every department together

Real-time Job Updates

Ensuring everyone's on the same page

Smarter Scheduling

Real-time Costing

No more guesswork on job costs

Save Time, Money & Hassle

Teamleaf gives you everything you need to streamline your operations, saving countless hours in paperwork and admin. You can be sure every member of your team always has the information they need, with real-time updates applied across the system.

Learn more below about the Job Management features Teamleaf has to offer.

Advanced Job Tracking

Oversee every task through filterable, exportable job tables that show only what's relevant to you and your team. Clear department views make it simple to monitor progress, spot delays early, and keep every job moving without wading through information you don't need.

Structured Workflows

Take any job from initial instruction through to invoicing using workflows built around your own processes. Sequencing rules keep quality consistent at every stage, giving planners and schedulers live visibility of job progression and site data as work actually happens.

Recurring & Periodic Jobs

Set up repeat customer visits once and let Teamleaf handle the rest. Recurring jobs can run as multiple shifts under one instruction or separately, each tagged with the right purchase order number so nothing slips through the cracks and invoicing stays on schedule.

On-Site Data Capture

Engineers complete vehicle checks, risk assessments and waste transfer notes directly from any device, online or offline. Forms can be tailored by job type, work type or site, so every team follows a consistent, straightforward process that meets your standards and your customers' expectations.

Automatic Job Updates

Customers are kept informed automatically as engineers travel to, arrive at, and complete each job, via email, text or their own portal. Once work is finished, a full data pack is sent straight to their inbox, turning your data into a genuinely better customer experience.

KPI & SLA Tracking

Attach multiple KPIs and SLAs to any job to guarantee timely attendance, resolution and documentation. Deadlines can be set automatically by customer, project or activity type, helping you consistently hit your commitments and avoid the financial penalties that come with missing them.

CCTV Data Management

Store all your Wincan CCTV survey data directly within Teamleaf, backed by unlimited storage. There's no more juggling onsite NAS drives or separate server systems - just one secure home for your survey footage, always accessible alongside the rest of the job record.

Waste Transfer & Disposal

Manage waste collection and disposal without the admin. Teamleaf handles full and partial loads, distributes costs automatically, and generates compliant waste transfer notes on the spot - cutting time at the weighbridge while keeping a complete digital audit trail of everything you process.

One Source of Truth

Check job compliance from anywhere - permits to work, traffic management drawings, site set-up photos, open and closed notices, and every customer contact tied to the scheme. Everything lives in a single record, so nothing is scattered across emails, spreadsheets or someone's inbox.

Audit Ready Compliance

Real-time data gives you a fully auditable trail and the documented evidence your customers expect. With integrations into other systems, jobs can be received, processed and handed over without manual re-keying, so your compliance record builds itself as work happens.

Equipment & Device Tracking

Never lose track of the tools and equipment tied to a job again. In-app scanning and durable, tamper-proof tags provide complete end-to-end tracking, while every store, yard or vehicle can double up as a stockroom with full auditing and verification built in.

Job-Level Cost Visibility

Combine DVLA vehicle data, routing information and a full costing matrix to see accurate costs for fuel, materials, labour and maintenance on every single job. A real-time, job-level budget statement means you always know your financial position before the invoice is even raised.

Ready to Start your Journey?

Teamleaf helps your company grow and take its next step forward. Unlike typical providers, we have no sales teams — just experienced people who've been company owners themselves, so we understand the challenges you're facing first-hand. We also offer superior support, connecting you directly with the people who develop the platform, so you get real answers from those who truly understand your questions.