Job management software, built for NZ builders

Job management that runs a build, not just a callout

Most job management software was built for generic service trades — log a callout, send an invoice, done. A residential build is different: it runs for weeks or months across a dozen trades, with consents, inspections, variations, retentions and a programme the weather keeps moving. Toolie is job management built for exactly that.

From the first enquiry to the final progress claim, every job lives in one place — the priced quote, the 13-phase NZ build programme, the crew schedule, timesheets, variations, selections, RFIs, the site diary and photos, the punch list, and quoted-vs-actual cost on every line.

What you get

• Lead to handover on one timeline — enquiry, quote, job, claims and warranty, with a per-customer comms log
• 13-phase NZ build programme with auto crew scheduling, a Gantt and a drag-and-drop dispatch board
• Weather-aware rescheduling — a live 14-day site forecast per job and one-tap reschedule with a client SMS
• Timesheets from the crew portal that flow straight into job profitability
• Team logins — invite staff to work in the same account, each on their own login and role (details below)
• Quoted-vs-actual variance per job, a 13-week cashflow forecast and CCA 2002 retentions tracked automatically
• Health & safety — site sign-on, toolbox talks, SWMS, hazard and incident registers
• Custom forms & checklists on every job — build a sign-off sheet once (pre-start, pre-pour, flood test) with photos, a finger signature, numbers with limits and Pass/Fail checks, and mark it required before the job can be marked Completed
• Trade certificates that gate completion — on trade jobs, a certificate the law says must be issued first (a CoC, say) is checked before the job can be marked Completed, unless you record why you are overriding it
• Move from your old app — import clients, jobs, quotes and invoices from Tradify, Fergus, ServiceM8 and others, or a spreadsheet

Team logins: staff on their own login

Invite a teammate by email from Settings and send them the invite link. When they open it and sign in, they join your account and work off the same jobs, quotes and invoices. You choose a role for each person and can change it or remove their access at any time. Team access is included in your plan; you are not charged per user.

• Admin — everything except billing.
• Member — jobs, quotes, invoices and timesheets.
• Read-only — view and export, for example a bookkeeper. Read-only people can look at your records but cannot change them; that is enforced on the server, not just hidden in the app.
• Crew — for a tradie or labourer: their jobs, schedule, forms and own hours. Crew logins do not see job values, quote lines, costs, margins, invoices, bills or anyone else’s pay.

Only the account owner manages the team. Crew who don’t need a full login can still use the free crew portal instead.

See how Toolie compares to Tradify, Fergus, NextMinute, simPRO and ServiceM8, or read the full comparison. Then explore the feature guide and the builder CRM.