Joqiva

For UK air-conditioning businesses that have outgrown spreadsheets but do not need heavy field-service software.

Forward the enquiry. Review the job. Send the quote. Joqiva helps follow up the invoice.

Turn customer emails into jobs, quotes, invoices and polite payment follow-ups without losing details in your inbox.

See how it works
Turn messy customer messages into clear job notes.
Send quotes your customers can accept without an account.
Create invoices and follow up when payments are overdue.
No customer account neededBank transfers stay directYou check everything before it goes out

Step by step

From message to invoice

  1. 1A customer sends an enquiry
  2. 2Joqiva helps pick out the important details
  3. 3You check the job notes
  4. 4You send a quote link
  5. 5Your customer accepts the quote
  6. 6You send the invoice and follow up politely

Joqiva helps. You stay in control.

Example AC job

Ready to chase
Service

Air conditioning installation

Quote

Q-1042 ready

Invoice

Awaiting payment

Follow-up

Polite reminder ready

Who it helps

Built around air conditioning work

Joqiva is designed for the everyday quoting, invoicing and follow-up jobs that UK air conditioning and maintenance teams handle.

Installation quotes

Turn a request for a new air conditioning installation into a clear quote your customer can review.

Maintenance visits

Keep service visits, customer details, quotes and invoices together instead of scattered across emails and spreadsheets.

Repair call-outs

Capture the problem, check the job details and move quickly from enquiry to quote or invoice.

Step by step

From customer message to payment follow-up

A simple path from the first enquiry to the final reminder, without losing details along the way.

1

Start with a customer message.

Paste or forward an enquiry and keep the important details in one place.

2

Check the job details.

Review the customer, site notes, work type and requested dates before creating the job.

3

Send a quote link.

Your customer can open the quote, review it and accept it without creating an account.

4

Create the invoice.

Use the accepted work to prepare a clear invoice with the right customer and job details.

5

Know when a customer says they have paid.

Customers can tell you they have made a bank transfer, and your team can still check the bank account before marking it paid.

6

Follow up politely.

Keep reminders connected to the invoice so you are not chasing from memory.

For your customer

Your customer does not need an account.

They open a simple link, review the quote, accept the work, download the invoice and tell you when they have made a bank transfer.

No customer account neededSimple quote and invoice linksAccept quotes and report bank transfers
  1. 1Open the quote link
  2. 2Review and accept the quote
  3. 3Download the invoice
  4. 4Tell you when they have paid

Your team still confirms the payment in your own bank account.

UK-ready invoices

Invoices that feel ready to send.

Create clear invoices with the details your customer expects, then send a PDF without retyping the same information again.

Built around common UK invoice expectations. It is not legal or accounting advice.

Invoice numbers kept in order

Invoice date and work date

VAT settings when you need them

Your business and customer details

Clear work items and totals

PDF invoice ready to send

Helpful AI, final say stays with you

AI fills in the details. You stay in control.

Paste or forward a customer enquiry. Joqiva can suggest the important details, but your team reviews everything before a job is created.

Reads the customer message

Joqiva can help spot names, contact details, site notes, requested dates and the type of work.

Fills in the details

You get a starting point instead of copying details from an email by hand.

You approve what happens next

Nothing becomes a job until your team checks the details.

AI helps you move faster, but it does not replace your review.

Bank transfer tracking

Your customer pays you directly.

Joqiva helps you track what customers say they have paid, while the money stays between your customer and your business.

Bank transfers stay direct

Your customer pays into your own bank account. Joqiva does not hold or move your customer invoice money.

Customers can say they have paid

The invoice link lets a customer tell you they have made a bank transfer.

You stay in control

Your team checks the bank account before marking the invoice as paid.

Follow up with less awkward chasing

Keep payment follow-up connected to the invoice instead of relying on inbox notes.

Why it helps

Less chasing. Fewer missed details.

Keep the customer, job, quote, invoice and follow-up together so your team can see what happened and what needs doing next.

One place for each job

Keep the customer message, job notes, quote and invoice together.

Clear quote history

See what was quoted, sent and accepted without digging through inbox threads.

Customer details carried forward

Use the right customer and site details when moving from quote to invoice.

Invoice follow-up

Know which invoices need attention and which customers have said they paid.

PDFs easy to find

Keep quote and invoice PDFs connected to the work they belong to.

Built for small teams

Give your team a shared place to manage quotes, invoices and follow-up.

PRICING

Choose the plan that fits how your business works.

Compare plans

Starter

£19/month

Annual: £190/year · 2 months free

Run the complete job-to-payment flow in one place.

For service businesses that need the complete job-to-payment flow with manual follow-ups.

  • 1 user included
  • Up to 100 new jobs per month
  • 250 Joqiva AI uses per month
  • Complete job-to-payment workflow
  • Jobs, customers, quotes and UK invoices
  • Customer quote and invoice pages
  • Bank-transfer payment tracking
  • Manual follow-ups and reminders

Pro

Most popular

£39/month

Annual: £390/year · 2 months free

Reduce manual admin with inbound tools, AI and automation.

For busy service businesses that want inbound enquiry tools, more Joqiva AI and automatic follow-ups.

  • 1 user included
  • Up to 500 new jobs per month
  • 1,500 Joqiva AI uses per month
  • Everything in Starter
  • Inbound email and a unified enquiry inbox
  • More Joqiva AI usage
  • Automatic quote follow-ups
  • Automatic invoice and overdue reminders

Team

£79/month

Annual: £790/year · 2 months free

Coordinate staff and finance work in one controlled workspace.

For businesses that need shared work, roles, staff assignment, accountant access, audit and exports.

  • 3 users included
  • Up to 2,000 new jobs per month
  • 5,000 Joqiva AI uses per month
  • Everything in Pro
  • Shared workspace and role-based access
  • Staff invitations and job assignment
  • Accountant read-only access
  • Full audit log and advanced exports

Monthly limits apply to new jobs only. Quotes and invoices linked to existing jobs are included.

Your records stay available

If your subscription ends, your account becomes read-only. You can still log in, view existing records, download PDFs and export your data.

RESOURCES

Free resources for UK service businesses

Use practical checklists, reminder templates and examples before setting up Joqiva.

UK invoice checklist

Check what a UK invoice should include before you send it to a customer. A practical checklist, not legal or accounting advice.

Open the UK invoice checklist

FAQ

Questions before you start

Quick answers about payments, UK invoices, customer pages and account access.

Is Joqiva only for air conditioning businesses?

Joqiva is designed primarily for UK air conditioning and maintenance teams. Other service businesses can use the same quote and invoice workflows where they fit their day-to-day admin.

Does my customer need a Joqiva account?

No. Your customer opens a simple quote or invoice link, reviews the document, accepts the quote or tells you they have paid without creating a Joqiva account.

Does Joqiva process customer invoice payments?

No. Customer invoice payments remain direct bank transfers between your customer and your business. Joqiva helps you track what customers say they have paid and follow up politely.

Does AI create jobs automatically?

No. Joqiva can suggest details from a customer message, but your team reviews everything before a job is created.

Can Joqiva help me send clearer invoices?

Yes. Joqiva helps you prepare invoices with invoice numbers, dates, customer details, work items, totals and VAT settings when you need them.

Can I start from a customer email?

Yes. Joqiva is designed to help you go from a customer enquiry to a checked job, a quote, an invoice and payment follow-up.

Send your first air conditioning quote with less chasing.

Compare plans