Software for Service & Installation Businesses

Connect customer enquiries, quotations, jobs, purchasing, field staff, time, service records, installation and invoicing in one adaptable system

30-day trial. No obligation.

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Keep the office and the people doing the work connected

Once a job leaves the office, it should not disappear from view. Obatics keeps customer requirements, scheduled work, parts, time, checklists and job updates connected so office and field staff can see what has happened and what still needs to happen.

One connected journey from Enquiry to Delivery

Enquiry → Quotation → Job → Purchasing & Materials → Work & Time → Quality Check → Delivery → Invoice

Enquiries & Quotations

Keep the customer's requirements, site information and quoted work together as an enquiry becomes an active service or installation job.

Jobs & Scheduling

Assign jobs and tasks to the people responsible, keep outstanding work visible and give the team a clearer view of what is coming next.

Mobile Working

Field staff can access job information, record time, complete checklists and update work while on site — even without an internet connection. Their work is synchronised when a connection becomes available again.

Parts & Purchasing

Purchase and track the parts and materials needed for jobs, with goods received and inventory kept in the same business system.

Checklists & Sign-off

Use configurable checklists for commissioning, inspections, completion checks and other repeatable procedures that need to be recorded.

Invoicing & Profitability

Keep completed work, materials and recorded time connected to the job so invoicing is easier and job profitability is clearer.

Questions about Obatics for service & installation

Is Obatics suitable for service and installation companies?

Yes. It suits businesses where enquiries and quotations become jobs carried out by engineers, technicians or installers, with purchasing, time, records and invoicing around that work.

Can engineers or installers use Obatics away from the office?

Yes. Obatics Mobile supports access to relevant work, timesheets and checklists while staff are away from the office, including offline working where appropriate.

Can we track time spent on each service or installation job?

Yes. Employees can record time against jobs, helping management understand labour cost and job profitability.

Can Obatics manage commissioning or completion checklists?

Yes. Configurable checklist templates can be used for commissioning, inspections, quality checks and other procedures that your team needs to complete consistently.

Can we manage parts and materials used for jobs?

Yes. Purchasing and inventory can be managed alongside the jobs that require those parts or materials.

Can Obatics handle maintenance as well as installations?

Yes. Maintenance and service activity can be managed alongside installation work, allowing businesses that do both to keep the customer history together.

Can the office see what is happening with field jobs?

Yes. Job, task and time information is kept connected, giving office staff and management a clearer view of outstanding and completed work.

Can Obatics adapt to our particular service workflow?

Yes. The system is adaptable and can be configured or customised where your business has particular ways of working.

Ready to make your business easier to manage?

Bring sales, purchasing, inventory, production, quality and delivery together in one adaptable system. Obatics helps your team see what is needed, what is available and what must happen next.

Get Started

30-day trial. No obligation.