FEATURES

A simple job, quote and invoice assistant
for UK service businesses.

Create jobs from emails and messages, send quotes faster, issue UK invoices with clear bank payment instructions, track who has paid, and chase overdue payments - without touching your money.

Join waitlist See the enquiry-to-payment workflow demo Compare Joqiva workflow plans

Connected workspace

What Joqiva helps with each day

Capture enquiries from messages

Prepare quote drafts for review

Share customer quote pages

Create UK invoices and track bank-transfer payments

Confirm reported payments after checking your bank

Connected workflow

Enquiry → Job → Quote → Invoice → Payment tracking → Reminder

One job recordLinked documentsPayment status tracked

Workflow diagram. Final interface may change during pre-release.

DASHBOARD

See what needs attention first

Start each day with the enquiries, quotes, invoices and payments that need action.

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 demo data. Interface may change during pre-release.

FEATURE PAGES

Explore Joqiva by workflow area

Open the focused feature pages for the main v1 workflow: enquiries, jobs, quotes, invoicing, bank-transfer tracking and reminders.

Enquiry management

Capture manual, pasted, template and Pro or Team forwarded enquiries for review.

Open feature page

Job management

Keep customer, job, quote and invoice context together.

Open feature page

Quotes

Create clear quotes from jobs, send customer quote pages and track decisions.

Open feature page

UK invoices

Create UK invoices and track bank-transfer payments.

Open feature page

Bank-transfer payment tracking

Track bank-transfer payments, customer “I’ve paid” reports, owner confirmation, overdue invoices and reminders.

Open feature page

Payment reminders

Follow up unpaid and overdue invoices with careful reminder workflows.

Open feature page

CORE WORKFLOW

From customer enquiry to confirmed payment

Follow the same clear path for every job, from first customer message to the final owner-confirmed payment status.

Workflow diagram. Final interface may change during pre-release.

Enquiry received

Capture a customer request from manual entry, a pasted message, a forwarded email or a service template.

Job created

Confirm the details and create a job record with customer, site and service information.

Quote prepared

Build a structured quote from service templates, item lines and reusable wording.

Quote accepted

The customer reviews the quote page and accepts it without needing an account.

UK invoice sent

Create and send a UK invoice with a due date, PDF and clear bank-transfer instructions.

Payment reported

The customer can click “I’ve paid” after sending a bank transfer.

Payment confirmed

You check your bank account and confirm the payment status in Joqiva.

Job closed

Keep the quote, invoice, payment status, notes, files and history together.

Customers pay you directly by bank transfer. Joqiva does not handle the money. Payment reported is not marked as paid until you confirm it after checking your bank account.

ENQUIRY CAPTURE

Turn customer messages into reviewed job drafts

Create enquiries manually, paste customer messages, capture forwarded emails on Pro and Team, or start from templates. AI prepares a draft for review; a job is created only after you confirm the details.

Manual entry

Create a new enquiry yourself when a customer calls, walks in or gives you details outside email.

Customer details
Site address
Service notes
Review before job creation

Paste email or message

Paste a customer email or message into Joqiva and review the extracted draft before turning it into a job.

Message paste
AI-assisted draft extraction
Owner review
Job created only after confirmation

Forwarded email

Forward customer emails into Joqiva on Pro and Team so enquiries can be prepared for review from the inbox flow.

Forwarded email on Pro and Team
AI extraction from forwarded emails
Unified job inbox on Pro and Team
Inbound replies and email threading on Pro and Team

Template enquiry

Start from a repeatable service template when the work follows a familiar pattern.

Service template
Default fields
Editable draft
Confirm before creating the job

ONBOARDING

Set up your business in 5 minutes

Add your company details, bank payment details, VAT settings, invoice numbering and quote templates before creating your first job.

1Company details

2Bank payment details

3VAT settings

4Invoice numbering

5Quote templates

6Create first job

JOB, CUSTOMER AND HISTORY

Keep every job, customer, visit detail and activity connected

Each job record keeps customer details, site information, simple visit dates, quotes, invoices, payment reports, 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
Simple visit notes
Job status and next action
Quote and invoice history
Payment status in context
Notes, files and activity timeline
Global search and filters for jobs, customers, quotes, invoices, overdue invoices, dates and customers.

Starter includes a basic activity timeline. Pro and Team add forwarded email capture, inbound replies, email threading and a unified job inbox.

Job #1042

Air conditioning installation

Payment reported

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 reported

Payment report

Customer clicked “I’ve paid”

Needs owner 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 reported payment

Payment reported is not marked as paid until you confirm it after checking your bank account.

CUSTOMER RECORDS

Customer records with full history

Search customers, view their jobs, quotes, invoices and payments, and see possible duplicate customers by email or phone before creating another record.

Customer list and search

Customer details

Jobs by customer

Quotes by customer

Invoices by customer

Payments by customer

Duplicate warning by email or phone

QUOTES AND CUSTOMER PAGES

Build quotes customers can review and accept

Build structured quotes from reusable service templates, add clear items and prices, set a quote expiry date, then share a customer quote page for review and acceptance.

Quote builder
Default quote templates and default item library on Starter
Custom quote templates, custom wording and custom item library on Pro and Team
Similar recent jobs on Pro and Team
Reusable quote structures on Pro and Team
Optional quote items on Pro and Team
Quote follow-ups on Pro and Team
Custom branding on Pro and Team
Quote expiry dates
Customer quote pages and PDF records

Starter

Default quote templatesDefault item library

Pro / Team

Custom quote templatesCustom quote wordingCustom item librarySimilar recent jobsReusable quote structuresOptional quote itemsQuote follow-upsCustom branding

Quote Q-1042

Air conditioning installation

Ready for customer review

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 live

ACME Cooling Ltd

Quote Q-1042

Air conditioning installation

Total

£1,250

Valid until

22 May 2026

Accept quoteAsk a questionDownload PDF

Customer opens the quote page, reviews the quote, accepts without an account and can download the PDF.

UK INVOICES AND PAYMENT TRACKING

Issue UK invoices and track bank-transfer payments

Your customers pay directly into your bank account. Joqiva shows clear bank-transfer instructions, lets customers report that they’ve paid and helps you confirm what has arrived.

UK invoice details
Invoice numbers, due dates and VAT settings
Customer invoice pages and PDF records
Bank-transfer instructions
Customer “I’ve paid” reports
Owner payment confirmation

Customer invoice page

Invoice INV-1042

Air conditioning installation

Awaiting payment

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 payment detailsI’ve paidDownload PDF

Owner workspace view

Owner confirmation

Payment report received

John Smith reported payment for INV-1042.

Amount

£1,250

Reference

INV-1042

Next action

Check your bank account

Confirm paymentNot received yet

Your customers pay directly into your bank account by bank transfer. Joqiva does not touch your money. No payment processor or card processing setup is required for client invoice payments.

Overdue invoices

3 invoices need attention

Needs follow-up

All overdue1–7 days8+ days

INV-1042

John Smith

Air conditioning installation

Overdue

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 / Team

Polite reminder sentDelivered · 24 May 2026

Firmer reminder scheduled29 May 2026

Starter includes manual reminders. Pro and Team add automatic reminder schedules and quote follow-ups.

OVERDUE REMINDERS

Chase overdue invoices without extra admin

See which invoices are overdue, send manual reminders on any paid plan, or let Pro and Team handle automatic reminder schedules and quote follow-ups.

Overdue invoice list
Manual reminders on any paid plan
Polite reminder templates
Firmer reminder templates
Reminder history
Automatic reminder schedules on Pro and Team plans
Quote follow-ups on Pro and Team plans

SERVICE TEMPLATES

Built for UK trades and service businesses

Start from ready service templates instead of a blank screen. Joqiva helps UK trades and service businesses 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 creating the job.

Call-outFault notesPriority

Annual maintenance

Keep service visits consistent with reusable service checks, notes and standard quote wording.

ChecklistService notesRepeat work

Electrical call-out

Record the issue, site access, safety notes and customer details in one job record.

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 follow-up actions.

Repair notesPartsFollow-up

Templates help you start faster, but you can still review and edit every job record, quote and invoice.

RECORDS, EXPORTS AND TEAM VISIBILITY

Search, export and control workspace activity

Keep useful records for customers, jobs, quotes, invoices and payments, with export options and team visibility when your business grows.

Customer, job, quote, invoice and payment records
Global search and filters for jobs, customers, quotes, invoices, overdue invoices, dates and customers.
Invoice and payment history
Basic CSV exports
Accountant-friendly exports on Team
Team roles and admin controls on Team
Accountant read-only access on Team
Advanced exports on Team
Full audit log viewer on Team

Workspace records

Customers, jobs, quotes, invoices and payments

Basic exports

CustomersJobsQuotesInvoicesPaymentsExportsAudit

Recent records

Job #1042

Quote accepted · Invoice sent

Air conditioning installation

INV-1042

Needs owner confirmation

Payment reported

Reminder

Delivered

Polite reminder sent

Export options

Advanced exports on Team

Customers CSVJobs CSVQuotes CSVInvoices CSVInvoice items CSVPayments CSV

Team visibility

Owner

Full workspace control

Admin

Team settings and operational control

Staff

Assigned jobs and quotes

Accountant / Read-only

Invoices, payments, read-only access and exports

All paid plans include basic CSV exports. Team adds Owner, Admin, Staff and Accountant / Read-only roles, staff assignment, accountant access, full audit log viewer and advanced exports.

AVAILABLE BY PLAN

Choose order, automation or team control

Starter brings order to jobs, quotes and invoices. Pro adds automation. Team adds users, roles and control.

Starter

Run jobs, quotes and invoices.

1 user
1 workspace
Jobs and customers
Manual enquiries
Paste email or message
Template enquiries
Quote builder
Default quote templates
Default item library
UK invoices
Customer quote pages
Customer invoice pages
PDF quotes and invoices
Bank-transfer payment instructions
“I’ve paid” button
Owner payment confirmation
Basic payment tracking
Basic overdue list
Manual reminders
Limited manual AI-assisted draft extraction
Basic CSV export

Pro

Team

Manage staff, roles and control.

Everything in Pro
3 users included
Extra users available on request
Owner / Admin / Staff / Accountant roles
User invitations
Direct member add for existing registered users
Staff assignment
Accountant read-only access
Admin controls
Full audit log viewer
Advanced exports
Priority support
Assisted onboarding

Compare all plan features

DOCUMENTS AND RECORDS

Built for customer-facing documents and business records

Keep quotes, invoices, PDFs, files, payment reports and activity history in your workspace. Customer quote and invoice pages use customer-facing links, and exports remain available when you need your records.

Records and access

Documents stay connected to the workspace

PDF quotes and invoices

Customer-facing quote and invoice pages

Private workspace records

Files and activity history

Audit history

CSV exports

Read-only access and export after subscription end

Ready to move enquiries into paid invoices?

Use the demo, compare plans or request launch access while public access is limited during launch verification.

Join waitlist See the enquiry-to-payment workflow demo Compare Joqiva workflow plans

A simple job, quote and invoice assistantfor UK service businesses.

What Joqiva helps with each day

See what needs attention first

Today's action list

Explore Joqiva by workflow area

Enquiry management

Job management

Quotes

UK invoices

Bank-transfer payment tracking

Payment reminders

From customer enquiry to confirmed payment

Enquiry received

Job created

Quote prepared

Quote accepted

UK invoice sent

Payment reported

Payment confirmed

Job closed

Turn customer messages into reviewed job drafts

Manual entry

Paste email or message

Forwarded email

Template enquiry

Set up your business in 5 minutes

Keep every job, customer, visit detail and activity connected

Air conditioning installation

Customer records with full history

Build quotes customers can review and accept

Air conditioning installation

Air conditioning installation

Issue UK invoices and track bank-transfer payments

Air conditioning installation

Owner confirmation

3 invoices need attention

John Smith

Chase overdue invoices without extra admin

Built for UK trades and service businesses

Air conditioning installation

Emergency repair

Annual maintenance

Electrical call-out

End of tenancy cleaning

Plumbing call-out

Search, export and control workspace activity

Customers, jobs, quotes, invoices and payments

Choose order, automation or team control

Starter

Pro

Team

Built for customer-facing documents and business records

Documents stay connected to the workspace

Ready to move enquiries into paid invoices?

A simple job, quote and invoice assistant
for UK service businesses.