Operations

Every job. One record. Start to finish.

Ratchly ties the customer, unit, estimate, invoice, and every tech note to one job so nothing gets lost in a text thread.

Ratchly jobs list with status, tech, and customer.
The problem

The old way: 6 apps and a paper folder.

Booking in Google Calendar. Notes in a text thread. Photos on the tech's camera roll. Invoice in QuickBooks. When something breaks, you can't reconstruct what happened.

  • Photos and notes stranded on personal phones
  • No single view of a job's lifecycle
  • Invoicing means re-typing everything from memory
How Ratchly solves it

One job = one page = one source of truth.

Open a job and you see the customer, unit, address, status, tech notes, photos, checklist, parts used, estimate, and invoice — all in one scrollable page.

Full job lifecycle

Booked → dispatched → en route → on site → complete → invoiced → paid.

Photos + notes from the truck

Techs snap and type from the mobile app; office sees it instantly.

Checklist templates by service type

Maintenance, install, and diagnostic checklists built in — customize anytime.

One-tap convert to invoice

Completed jobs become sent invoices in one action.

Walkthrough

See it in the real product.

Every screenshot below is a live capture from a Ratchly account — not a mockup.

The jobs list

Filter by status, tech, date, or service line. Bulk-reassign, bulk-close, bulk-invoice.

Ratchly jobs list with filters

Inside a single job

Everything about this job — customer, equipment, notes, photos, invoice — in one page.

Job detail view with tech notes and photos

On the tech's phone

Techs open, update, and complete jobs from a mobile-first interface.

Technician mobile jobs list
Benefits

What it means for your shop.

  • Eliminate 3 – 5 disconnected apps
  • Cut invoice-creation time by 80%
  • Rebuild any job's history in seconds for disputes and warranty claims
FAQ

Job Management — quick answers.

Does it work offline?

Yes. Techs can update jobs offline; changes sync when the phone is back on data.

Can I import jobs from another system?

Yes. CSV import handles jobs, customers, and equipment records. Our team helps for free during onboarding.

Try Job Management in your shop this week.

14-day free trial. No credit card. No sales call. Cancel any month.