Enquiry received
Add a customer request yourself, paste a message, forward an email or start from a service template.
FEATURESJob, quote and invoice features
Job, quote and invoice features
for UK service businesses
See how Joqiva helps you capture enquiries, create jobs, send quotes, issue UK invoices, track bank-transfer payment updates and follow up overdue invoices, all in one place.
Feature summary
What Joqiva helps with each day
Capture enquiries from emails and messages
Prepare quotes to review
Share customer quote pages
Create UK invoices with bank details
Check payment updates and confirm payments
Connected process
Enquiry → Job → Quote → Invoice → Payment update → Reminder
One job recordLinked quotes and invoicesPayment status kept up to date
Example process using sample data.
DASHBOARD
See what needs attention first
Open Joqiva and see which enquiries, quotes, invoices and payments need action today.
Dashboard
Today’s action list
New enquiries:4
Quotes to send:3
Awaiting payment:£8,420
Overdue invoices:£2,150
Jobs to close:2
+ New enquiryCreate quoteOverdue invoices
Example screen using sample data.
FEATURE AREAS
Explore the main Joqiva features
Learn how Joqiva helps with enquiries, jobs, quotes, UK invoices, bank-transfer payment updates and reminders.
Enquiry management
Add enquiries yourself, paste messages, use templates or forward emails on Pro and Team.
View featureJob management
Keep customer details, job notes, quotes, invoices and payment status connected.
View featureQuotes
Create clear quotes from jobs, share customer quote pages and track acceptances.
View featureUK invoices
Create UK invoices with due dates, bank details, PDFs and payment status.
View featureBank-transfer payment tracking
Track bank-transfer payment updates, customer “I’ve paid” clicks, your confirmation, overdue invoices and reminders.
View featurePayment reminders
Send polite reminders for unpaid and overdue invoices, with reminder history kept in one place.
View featureHOW JOQIVA WORKS
From customer enquiry to paid invoice
Follow each job from the first customer message to quote, invoice, bank-transfer update and final payment check.
Example process using sample data.
Job created
Check the details, then create a job with the customer, site and service information.
Quote prepared
Build a clear quote from saved services, prices and reusable wording.
Quote accepted
The customer reviews the quote page and accepts online without creating an account.
Invoice sent
Create and send a UK invoice with a due date, PDF and clear bank details.
Customer says they’ve paid
The customer can click “I’ve paid” after sending a bank transfer.
You confirm payment
Check your bank account, then mark the invoice as paid in Joqiva.
Job closed
Keep the quote, invoice, payment status, notes, files and history with the job.
Customers pay your bank account directly by bank transfer. A customer clicking “I’ve paid” does not mark the invoice as paid; you confirm it after checking your bank.
ENQUIRY MANAGEMENT
Turn customer messages into ready-to-review enquiries
Add enquiries yourself, paste customer messages, forward emails on Pro and Team, or start from templates. Joqiva can prepare the details for you to review; a job is created only when you confirm them.
Add it yourself
Add a new enquiry yourself when a customer calls, visits or gives you the details outside email.
- Customer details
- Site address
- Service notes
- Review before creating the job
Paste a message
Paste a customer email, SMS or message. Joqiva prepares the enquiry details for you to review before creating the job.
- Pasted message
- Prepared details
- Your review
- Job created only after you confirm
Forward an email
Forward customer emails to Joqiva on Pro and Team, then review the prepared enquiry before creating the job.
- Forwarded emails on Pro and Team
- Joqiva AI for forwarded emails
- One enquiry inbox on Pro and Team
- Inbound replies and email threads on Pro and Team
Start from a template
Start from a saved service template when the work follows a familiar pattern.
- Service template
- Pre-filled fields
- Editable details
- Confirm before creating the job
SETUP
Set up Joqiva in 5 minutes
Add your business details, bank details, VAT settings, invoice numbering and quote templates before creating your first job.
1Business details
2Bank details for invoices
3VAT settings
4Invoice numbering
5Quote templates
6First job
JOBS AND HISTORY
Keep each job’s details and history in one place
Each job keeps the customer, site, visit dates, quotes, invoices, payment updates, notes, files and activity history together, so the next action is always clear.
- Customer and site details
- Preferred visit date
- Proposed visit date
- Confirmed visit date
- Job date
- Visit notes
- Job status and next action
- Quote and invoice history
- Payment status
- Notes, files and activity history
- Search and filter jobs, customers, quotes, invoices, overdue invoices and dates.
Starter includes basic activity history. Pro and Team add forwarded email capture, inbound replies, email threads and one enquiry inbox.
Job #1042
Air conditioning installation
Customer
John Smith
Site
14 King Street, Manchester
Service
Air conditioning installation
Visit
Confirmed 24 May
Next action
Confirm payment
Source
Forwarded email
OverviewVisitQuoteInvoicePaymentsFilesHistory
Linked records
Quote
Q-1042
Accepted
Invoice
INV-1042
Payment update
Payment update
Customer clicked “I’ve paid”
Needs your confirmation
Confirm paymentNot received yet
Activity timeline
- Enquiry captured from forwarded email
- Visit date confirmed
- Quote sent to customer
- Customer accepted quote
- Invoice sent
- Customer says they’ve paid
A customer “I’ve paid” update does not mark the invoice as paid. Check your bank, then confirm payment.
CUSTOMER RECORDS
Customer records with full history
Search customers, view their jobs, quotes, invoices and payment history, and spot possible duplicates by email or phone before creating another record.
Customer list and search
Customer details
Jobs by customer
Quotes by customer
Invoices by customer
Payment history by customer
Duplicate warning by email or phone
QUOTES AND CUSTOMER PAGES
Build quotes customers can review and accept
Build clear quotes from saved services, add prices and optional items, set an expiry date, then share a customer quote page for review and acceptance.
- Quote builder
- Starter quote templates and item library
- Custom quote templates, wording and item library on Pro and Team
- Find similar past jobs on Pro and Team
- Reusable quote layouts on Pro and Team
- Optional quote items on Pro and Team
- Quote follow-up reminders on Pro and Team
- Custom branding on Pro and Team
- Quote expiry dates
- Customer quote pages and PDFs
Starter
Starter quote templatesStarter item library
Pro / Team
Custom quote templatesCustom quote wordingSaved item libraryFind similar past jobsReusable quote layoutsOptional quote itemsQuote follow-up remindersCustom branding
Quote Q-1042
Air conditioning installation
Customer
John Smith
Valid until
22 May 2026
Items
Site visit / call-out£50
Installation labour£650
Pipework and materials£420
Testing and commissioning£130
Suggested optional items
+ Condensate pump+ Wall bracket+ Extra pipework
Add itemPreview quote
Customer quote page
Customer page liveACME Cooling Ltd
Quote Q-1042
Air conditioning installation
Total
£1,250
Valid until
22 May 2026
Accept quoteAsk a questionDownload PDF
The customer opens the quote page, reviews the quote, accepts without creating an account and can download the PDF.
UK INVOICES AND PAYMENTS
Create UK invoices and track bank-transfer payments
Customers pay your bank account directly by bank transfer. Joqiva shows your bank details on invoices, lets customers say they’ve paid, and helps you check and update the payment status.
- UK invoice details
- Invoice numbers, due dates and VAT settings
- Customer invoice pages and PDFs
- Bank details on invoices
- Customer “I’ve paid” updates
- You confirm payments
Customer invoice page
Invoice INV-1042
Air conditioning installation
Amount due
£1,250
Due date
22 May 2026
Status
Awaiting payment
Pay by bank transfer
Account holder
ACME Cooling Ltd
Sort code
12-34-56
Account number
12345678
Reference
INV-1042
Copy bank detailsI’ve paidDownload PDF
Your view
Payment check
Customer says they’ve paid
John Smith says they’ve paid invoice INV-1042.
Amount
£1,250
Reference
INV-1042
Next step
Check your bank account
Confirm paymentNot received yet
Customers pay your bank account directly by bank transfer. Joqiva helps you keep track and does not handle customer invoice payments. You do not need a card processor for bank-transfer invoices.
Overdue invoices
3 invoices need attention
All overdue1–7 days8+ days
INV-1042
John Smith
Air conditioning installation
Amount due
£1,250
Due date
22 May 2026
Overdue by
5 days
Send polite reminderSend firmer reminderMark as paidChange due date
Reminder history
Automatic reminder schedule · Pro / TeamPolite reminder sentDelivered · 24 May 2026
Firmer reminder scheduled29 May 2026
Starter includes manual reminders. Pro and Team add automatic overdue reminders and quote follow-up reminders.
PAYMENT REMINDERS
Follow up overdue invoices without extra admin
See which invoices are overdue, send reminders yourself on any paid plan, or use automatic overdue reminders and quote follow-ups on Pro and Team.
- Overdue invoice list
- Manual reminders on all paid plans
- Polite reminder templates
- Firmer reminder templates
- Reminder history
- Automatic overdue reminders on Pro and Team
- Quote follow-up reminders on Pro and Team
SERVICE TEMPLATES
Start faster with service templates
Start from ready-made service templates instead of a blank screen. Use them to capture enquiries, build quotes and keep job details consistent.
Air conditioningElectriciansPlumbersCleaning companiesBuildersMaintenance companies
Air conditioning installation
Start with common installation items, site details, materials and commissioning notes.
Quote itemsSite detailsOptional extras
Emergency repair
Capture the fault, urgency, property details and call-out notes before you create the job.
Call-outFault notesPriority
Annual maintenance
Keep repeat service visits consistent with reusable checks, notes and quote wording.
ChecklistService notesRepeat work
Electrical call-out
Record the issue, site access, safety notes and customer details in one job.
Site accessSafety notesJob record
End of tenancy cleaning
Prepare quotes with rooms, cleaning items, optional extras and customer instructions.
Room detailsOptional itemsCustomer notes
Plumbing call-out
Capture the leak, repair type, parts, access notes and next steps.
Repair notesPartsFollow-up
Templates help you start faster, and you can still review and edit every job, quote and invoice.
RECORDS, EXPORTS AND TEAM ACCESS
Search records, export data and manage team access
Keep useful records for customers, jobs, quotes, invoices and payment history, with export options and team access when your business grows.
- Customer, job, quote, invoice and payment history
- Search and filter jobs, customers, quotes, invoices, overdue invoices and dates.
- Invoice and payment history
- Basic data export
- Accountant-friendly exports on Team
- Team roles and admin controls on Team
- Accountant read-only access on Team
- Advanced exports on Team
- Full activity log on Team
Business records
Customers, jobs, quotes, invoices and payment history
CustomersJobsQuotesInvoicesPaymentsExportsActivity log
Recent records
Job #1042
Quote accepted · Invoice sentAir conditioning installation
INV-1042
Needs your confirmationCustomer says they’ve paid
Reminder
DeliveredPolite reminder sent
Export options
Advanced exports on TeamCustomers CSVJobs CSVQuotes CSVInvoices CSVInvoice items CSVPayments CSV
Team visibility
Owner
Full account control
Admin
Team settings and daily work control
Staff
Assigned jobs and quotes
Accountant / read-only
Invoices, payments, read-only access and exports
All paid plans include basic data export. Team adds owner, admin, staff and accountant access, staff assignment, accountant read-only access, full activity log and advanced exports.
AVAILABLE BY PLAN
Choose the plan that fits how you work
Starter covers the basics for jobs, quotes and invoices. Pro adds automation for enquiries, quotes and reminders. Team adds staff users, roles and admin controls.
Starter
Keep jobs, quotes and invoices organised.
- 1 user
- 1 business account
- Jobs and customers
- Add enquiries yourself
- Paste a message
- Service templates
- Quote builder
- Starter quote templates
- Starter item library
- UK invoices
- Customer quote pages
- Customer invoice pages
- Quote and invoice PDFs
- Bank details on invoices
- Customer “I’ve paid” button
- You confirm payments
- Basic payment tracking
- Overdue invoice list
- Manual payment reminders
- Joqiva AI for pasted enquiries
- Basic data export
Pro
Save admin time with forwarded enquiries, quote follow-ups and automatic reminders.
- Everything in Starter
- More Joqiva AI uses
- Forward customer emails to Joqiva
- Joqiva AI for forwarded emails
- One inbox for enquiries and jobs
- Custom quote templates
- Custom quote wording
- Saved item library
- Find similar past jobs
- Reusable quote layouts
- Optional quote items
- Quote follow-up reminders
- Automatic overdue reminders
- Reminder schedules
- Custom branding
- Higher monthly usage limits
Team
Give staff the right access and keep admin control.
- Everything in Pro
- 3 users included
- Need more users? Ask us.
- Owner, admin, staff and accountant access
- Invite staff
- Add existing Joqiva users to your team
- Assign jobs to staff
- Accountant read-only access
- Admin controls
- Full activity log
- Advanced exports
- Priority support
- Assisted setup
DOCUMENTS AND RECORDS
Keep customer documents and business records connected
Keep quotes, invoices, PDFs, files, payment updates and activity history in your account. Customer quote and invoice pages can be shared by link, and exports remain available when you need your records.
Documents and access
Documents stay connected to the job
PDF quotes and invoices
Customer quote and invoice pages
Private account records
Files and activity history
Activity history
Data exports
Records stay available after subscription end
Ready to turn enquiries into paid invoices?
Start a free trial, watch the demo or compare plans to see how Joqiva connects enquiries, jobs, quotes, invoices and payment follow-up.