A quote goes quiet?
Keep follow-ups connected to the quote. Automatic quote follow-ups are available on Pro and Team.
Awaiting response
Quote Q-2026-0042 · Sarah Wilson
“Hi Sarah, just checking whether you had any questions about your repair quote.”
A connected back office for UK service businesses
You’re on the job.
Joqiva keeps the
admin moving.
Capture customer calls and emails. Review the enquiry. Keep the job, quote, invoice and payment follow-up connected.
No registration to exploreYou stay in control
BRISTOL AIR CONDITIONING
Example journeyA new customer calls.
ReceptionistConversation
Turn 1 / 15Receptionist
Hello, you've reached Bristol Air Conditioning. I'm the automated receptionist. How can I help you today?
Caller
Hi, my air conditioner has started leaking. There's water coming from the indoor unit.
Receptionist
I can take the details for the team. Has this just started, or has it been happening for a while?
Caller
I noticed it yesterday evening. It happens when the unit is running.
Receptionist
Thank you. Could I take your name and the address where the unit is installed?
Caller
It's Sarah Wilson, at eighteen Willow Close in Bristol. The postcode is B S seven, eight Q L.
Receptionist
Thank you, Sarah. Is this the wall-mounted unit inside the house?
Caller
Yes, it's in the living room. There's parking outside if someone comes over.
Receptionist
I've noted that. When would you prefer someone to visit?
Caller
Friday morning would be best. Can you book that for me?
Receptionist
I can pass on your preferred time, but the team needs to confirm availability. Is a callback on the number you're calling from suitable?
Caller
Yes, that's fine. Will they let me know the repair price as well?
Receptionist
The team will review the issue and discuss pricing with you. I've recorded the leaking indoor unit and your request for Friday morning.
Caller
Perfect, thank you. I'll wait for their call.
Receptionist
You're welcome, Sarah. Your enquiry is ready for the team to review. Goodbye.
Press Play on a turn to start the conversation.
Prerecorded demo voices, not Maren. No real call is made.
- Customer
- Sarah Wilson
- Issue captured
- Indoor unit leaking
Needs team review
Follow one customer. See the whole picture.
One call. One connected journey.
Follow Sarah’s repair enquiry through Joqiva — and see exactly where your team and your customer take the next step.
Enquiry prepared
Receptionist- Customer
- Sarah Wilson
- Service
- Air-conditioning repair
- Issue
- Indoor unit leaking
- Address
- 18 Willow Close, Bristol BS7 8QL
- Preferred visit
- Friday morning (requested, not confirmed)
- Source
- Receptionist call
Needs team review
The details stay connected. Sarah’s enquiry, job, quote, invoice and payment history belong to the same story.
Example process with compressed time. No real calls, messages or payments. Prices and confirmed appointments remain your decision.
Explore all conversations in the DemoAnd when the next step needs attention
The story doesn’t stop at “sent”.
Keep track of the moments that usually turn into another spreadsheet, another email thread, or another thing to remember.
An invoice is overdue?
See what needs attention. Use manual reminders, or eligible automatic reminders on Pro and Team.
Payment follow-up
Invoice INV-2026-0017 · £366.00
Reminder history stays with the invoice. Confirmation of payment stops pending reminders.
Your team takes over?
Share the job and assign work with Team. Customer details and history stay in the same workspace.
Shared context · Controlled access
James Davies · Assigned to Sarah’s repair job
Your team can see the customer, site details and linked documents without starting another conversation.
Illustrative examples. Automated follow-ups require an eligible plan and enabled configuration.
BRISTOL AIR CONDITIONING
Your repair quote
Prepared for Sarah Wilson · Q-2026-0042
- Service visit and inspection
- £85.00
- Drainage pump replacement (business-reviewed example)
- £220.00
- Subtotal
- £305.00
- VAT 20%
- £61.00
- Total
- £366.00
Example sent customer quote · No account needed
Simple for them, connected for you
Your customer doesn’t need another account.
Send a simple link. Your customer can review the quote, accept it, open their invoice and tell you when they’ve made a bank transfer.
- Clear scope, prices and VAT before acceptance
- Quote and invoice PDFs connected to the work
- You check your bank account before confirming payment
Not every enquiry is a call.
Add or paste a customer message. Configured inbound email on Pro and Team feeds into the same reviewable enquiry flow.
Your money stays yours.
Customer invoice payments go directly to your bank account. Joqiva tracks reports and your confirmation — it doesn’t collect that money.
Helpful AI. Your final say.
Review customer details, services and prices. Supported accounting sync with Xero or Sage keeps the wider back office connected.
Choose your workflow. Add call handling when you need it.
Clear plans. A separate Receptionist package.
Compare Joqiva plans and optional Receptionist packages. Receptionist can also be used on its own; base-plan prices do not include it.
Starter
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.
£19.00/month
- 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 popularReduce manual admin with inbound tools, AI and automation.
For busy service businesses that want inbound enquiry tools, more Joqiva AI and automatic follow-ups.
£39.00/month
- 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
Coordinate staff and finance work in one controlled workspace.
For businesses that need shared work, roles, staff assignment, accountant access, audit and exports.
£79.00/month
- 5 seats (Owner + 4 users)
- 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.
Joqiva Receptionist
Optional call-handling package. Priced separately from your Joqiva plan.
Answers configured calls, captures enquiries and messages, recognises existing customer context and attempts configured urgent transfers. Your team can review call history, transcripts and outcomes. See Receptionist
150 minutes
£49.00/month
150 minutes each month · £0.29 per additional minute
Usage billed in 1-second increments.
400 minutes
£99.00/month
400 minutes each month · £0.29 per additional minute
Usage billed in 1-second increments.
750 minutes
£199.00/month
750 minutes each month · £0.25 per additional minute
Usage billed in 1-second increments.
Optional Receptionist trial: 14 days or 20 used minutes, whichever comes first. No card required and no automatic charge. Start it explicitly once your number is ready; verify incoming call routing during the trial.
Cancellation takes effect at the end of the paid period. The assigned number is retained for 30 days under the current policy. Call-data retention is explained before activation.
Prices exclude VAT. Applicable tax and the final total are shown in Paddle before you pay. Annual billing keeps monthly minute allowances.
FAQ
A few things worth knowing.
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.
Can Joqiva send quotes and invoices by SMS?
Yes, where service SMS is available. A workspace user can choose SMS for eligible quote delivery or resend, invoice delivery or resend and invoice reminders. Sending still depends on the plan, workspace and provider configuration, an eligible saved SMS-capable number, the customer's service SMS preference and remaining segment allowance. See the plan comparison for availability.
What is the difference between manual and automatic messaging?
A manual message is reviewed and sent by a workspace user from the relevant quote, invoice or job workflow. Automatic messages run only when the applicable plan includes automation and the workspace has configured and enabled it. Supported automatic service SMS scenarios include quote follow-ups, invoice reminders, visit reminders and visit-date-change notifications.
Can Joqiva send visit reminders?
Yes. For a job with a visit date, a workspace user can send a visit reminder using the available email or service SMS channel. Pro and Team can also use configured automatic visit reminders; service SMS can also notify the customer after the visit date changes when that automation is enabled.
Can customers report partial payments or upload payment proof?
Yes. From the secure invoice page, a customer can report a full or partial bank transfer and can optionally attach supported payment proof where upload is enabled. The report does not confirm that money arrived: the business checks its own bank account and confirms the payment before Joqiva updates the paid and outstanding amounts.
Can a customer decline a quote or ask a question?
Yes. When those actions are available for the quote, the customer can decline it or submit a question from the secure quote page without creating an account. Joqiva records the response and notifies the workspace so the team can follow up.
How do customer service SMS preferences work?
Joqiva can record whether service SMS is enabled or opted out for an eligible customer number and can record a preferred service channel. An SMS opt-out blocks both manual and automatic service SMS; a preferred channel does not override an opt-out or guarantee delivery. The workspace is responsible for keeping recipient details and permissions current. See the Privacy Policy and Acceptable Use Policy for details.
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 connect my accounting software?
Yes. Joqiva provides direct sync with Xero and Sage Accounting for supported UK and GBP workflows. Joqiva does not replace bookkeeping, tax advice or your accountant.
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.