Practical job tracking and automation for service businesses

Start with the Job Tracker. Add automation modules as the business grows. Built around how you actually work — on the tools, in the van, at a job site.

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Core System — Start Here

1. Job Tracker

Track enquiries, quotes, jobs, follow-ups and invoices in one place.

The Job Tracker is the foundation. Every client gets set up with a live dashboard, a schedule view and an invoice list — all connected so you can see the week clearly without spreadsheets, sticky notes or separate apps. Once this is running, automation modules can be added around it.

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What's included

  • Customer database — recurring and one-off customers with contact history and job notes
  • Job scheduling — week and month views with job status (scheduled, in progress, done)
  • Invoice creation — build and number invoices from the portal without retyping details
  • Daily dashboard — today's jobs, overdue invoices and month-to-date revenue at a glance
  • Reports — simple downloadable reports for payment tracking and bookkeeper handover
  • Onboarding included — we set up the system, import your customers and train you to use it

Included in the Admin Starter plan and above. See pricing →

Add-On Module

2. Cashflow & Admin Automations

Invoice follow-up, payment reminders and cash flow visibility — without relying on memory or late-night admin sessions.

Invoices go out by SMS. Payment reminders are sent automatically on a schedule. Overdue invoices are flagged before they become a problem. This module is typically added once the Job Tracker is running smoothly.

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What's included

  • SMS invoice sending — send payment details by text straight from the portal after a job
  • Automated payment chasing — reminder messages sent automatically on a configured schedule
  • Stripe payment links — customers can pay direct from the SMS with a card or bank transfer
  • Overdue detection — invoices are automatically flagged when a due date passes
  • Owner daily digest — a morning summary of what is paid, outstanding and overdue

Available on the Cashflow Control plan and above. See pricing →

Add-On Module

3. Lead Capture & Growth Automations

When a new enquiry comes in while you're at a job, automated systems can help reduce missed follow-ups and keep leads moving through your pipeline — without you stopping what you're doing.

This module also covers recurring customer management, review request automation and quote follow-up. Most businesses add this after the Job Tracker and cashflow automations are running smoothly.

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What's included

  • Instant lead response — automated SMS reply when a web enquiry comes in, even when you are busy
  • Lead queue — new enquiries go into the portal for easy follow-up so nothing falls through the cracks
  • Quote builder & follow-up — create and send quotes with a timed follow-up reminder if there is no response
  • Recurring job engine — schedule regular customers (weekly, fortnightly, monthly) without re-entering jobs manually
  • Review request automation — send a review link after a job is marked complete, without remembering to do it
  • Monthly strategy check-in — a monthly call to review what is working and what to adjust

Available on the Growth Engine plan and above. See pricing →

Optional performance-based growth model available for selected clients after discovery.

Business Improvement Support

4. Strategy & Workflow Design

For businesses with specific workflow challenges, unusual integrations or a need to think through how to improve operations before building anything.

We map your current process, identify where time and money are being lost, and design a practical plan to address it. This might include connecting to Xero or MYOB, building custom workflows, or restructuring how the team handles bookings and admin.

Growth Strategy & Performance Partnerships

For selected clients, Innov8Hub can go beyond automation setup and work as a growth partner. Where suitable, we may structure part of our engagement around agreed, trackable outcomes — such as qualified leads, booked jobs or attributed new revenue. This is scoped case-by-case and only offered where tracking, attribution, responsibilities and commercial terms are agreed upfront.

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What's included

  • Workflow mapping — we document how your business actually runs so we can spot the gaps
  • Custom automation design — build workflows specific to your business, not a generic template
  • Xero / MYOB integration — two-way sync between your Job Tracker and accounting software
  • AI admin assistant — custom AI for lead qualification, enquiry handling or internal admin tasks
  • Priority support & quarterly review — regular check-ins to make sure systems keep working as the business changes

Available on the Automation Plus plan. See pricing →

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Start with the Job Tracker. Add modules as you grow.

Most businesses start with the Job Tracker and basic invoicing, then add automation modules once the foundation is working. Book a free call and we'll map out the right starting point for your business.

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