Job Management, Invoicing & Customer CRM

Cooledge has grown beyond quoting. You can now manage the full lifecycle of a job — from accepted quote through to completion and invoicing — without leaving the platform.

Job Management

• Job statuses — Track jobs through stages: Scheduled, In Progress, Completed, Invoiced.
• Job notes and photos — Add notes and site photos from the mobile app during the job.
• Assign team members — Allocate jobs to specific team members and track who's doing what.

Invoicing

• Generate invoices from jobs — One tap to create an invoice from a completed job, pre-filled with the quote details.
• Email invoices — Send professional invoices to customers directly from Cooledge.
• Payment tracking — Record payments against invoices and see what's outstanding.

Customer CRM

• Customer database — Every customer, their contact details, job history, quotes, and invoices in one place.
• Communication history — See every email, SMS, and interaction with each customer.
• Quick search — Find any customer instantly by name, email, phone, or address.