The depth behind the day-to-day

Find the tool for
the work you do.

Browse the full feature directory, organised around what you want to improve. Plan, permission and enabled-feature requirements vary.

Capture an enquiry → follow it up → quote the work

Win more work →

Lead capture forms ↗

Put an enquiry form on your website, social profile or QR code. Ask for the details you need to start the conversation.

  • Hosted enquiry links
  • Website embeds and popup buttons
  • QR codes and email-signature links
  • Configurable form fields
  • Conditional form questions
  • Submission records
  • Enquiry, quote, service-request and emergency form starters
  • Service requests with preferred dates (not instant bookings)

Quoting ↗

Give customers a clear scope and a professional price, while spending less of your evening putting the quote together.

  • Products and services price book
  • Reusable quote assemblies
  • Quote templates
  • Grouped scope and line items
  • GST, discounts and expiry dates
  • Customer quote sharing and acceptance
  • Accepted quote conversion
  • Paint, tile, wallpaper and flooring calculators

CRM & sales pipeline ↗

When you’re busy delivering work, the next opportunity can slip out of sight. Keep enquiries, customers and follow-ups somewhere the team can find them.

  • Lead and customer records
  • Sales pipeline stages
  • Follow-up tasks
  • Customer history
  • Sales dashboard

Agree the scope → record costs and changes → bill with context

Protect your margin →

Job management ↗

From the original scope to the last bit of extra work, give the team one place to find the details and record what happened.

  • Job status and priorities
  • Site and customer details
  • Time entries
  • Job materials and costs
  • Photos, notes and tasks
  • Job signatures
  • Fixed-price and time-and-materials billing
  • Job duplication and cancellation
  • Colour specifications
  • Job data import
  • Labour billing rules: rounding, minimums and overtime

Variations & progress billing ↗

Give changes to an agreed job their own record, approval and effect on the contract. Keep progress billing connected to that revised scope.

  • Contract variations
  • Variation approvals
  • Revised contract value
  • Progress claims against fixed-price work
  • Retention held and release for configured contracts

Inventory & materials ↗

Manage the products you sell, the materials you use and the stock you need to keep work moving.

  • Products and services catalogue
  • Stock adjustments and movements
  • Stocktakes
  • Reorder levels
  • Material usage on jobs
  • Stock deduction from recorded job materials
  • Supplier records

Project management ↗

When work stretches across stages, people and deadlines, a single booking is only the beginning. Break delivery into a plan the team can follow.

  • Project records
  • Gantt planning and dependencies
  • Kanban boards
  • Tickets and task detail
  • Backlogs
  • Epics
  • Sprint planning and boards
  • Project metrics

See the locations → plan the crew → keep each visit on track

Organise your work →

Dispatch Map ↗

Bring job locations and crew routes into the same view, so a new call-out can be considered alongside the work already planned.

  • Jobs on a map
  • Day and week selection
  • Crew routes and filters
  • Unscheduled job placement
  • Route optimisation with plan access
  • Printable runsheets
  • Map/table views and shareable view links

Crew scheduling ↗

When a customer calls or a job runs over, see the work ahead and make the next scheduling decision with the details in front of you.

  • Day, week and month calendars
  • Job and crew assignments
  • Schedule changes
  • Unassigned job visibility
  • Scheduling assistance

Recurring jobs & services ↗

Set up regular service visits as a series, with individual jobs you can schedule, complete and bill.

  • Recurring job series
  • Visit frequency and dates
  • Individual service visits
  • Series status and management

Assets & service records ↗

Give equipment its own record so identification, assignment and service information can stay together.

  • Asset register and categories
  • Equipment identification
  • Asset assignment
  • Service records and recurring work
  • Purchase and warranty details
  • Asset check-out, return and custody history

Mobile field work ↗

Use AxiomBlue’s iOS and Android apps to work with job details and record what happened in the field.

  • iOS and Android field apps
  • Job details in the field
  • Time recording
  • Field photos and notes

Crews & team coordination ↗

Keep employee, crew, skill and subcontractor records close to the work you need to organise.

  • Employee records
  • Crews and memberships
  • Skills and certifications
  • Leave requests and approvals
  • Subcontractor records and assignment
  • Team messages and notifications

Share the detail → collect payment → follow the balance

Get paid & keep customers informed →

Invoicing ↗

Bring the work through to a clear invoice, keep track of payments and see which customers still need a follow-up.

  • Job-to-invoice workflow
  • Invoice lines, GST and terms
  • Payment recording and balances
  • Credit notes and allocation
  • Customer payment links
  • Recurring invoice templates

Customer portal ↗

Let customers check their quotes, invoices, job progress and shared paperwork through a dedicated customer experience.

  • Customer sign-in
  • Customer quotes and acceptance
  • Invoice detail and payment history
  • Online payment when connected
  • Job status and progress
  • Shared photos and paperwork

Customer SMS ↗

Send customer text messages from the business and keep sent-message history alongside your other communication tools.

  • Direct customer SMS
  • Sent-message history
  • Business SMS credit balance
  • Workflow SMS actions

Branded documents & templates ↗

Give quotes, invoices and repeat messages a consistent presentation using reusable document and email templates.

  • Quote and invoice PDF templates
  • Visual template editing
  • Document branding
  • Email templates

Finance & reporting ↗

A full diary is only part of the picture. Keep customer balances, supplier bills and useful reports within reach of the work that creates them.

  • Accounts receivable
  • Accounts payable and supplier bills
  • Credit adjustments
  • Payment records
  • Bank account details (not bank reconciliation)

Xero & payment connections ↗

Connect Xero for accounting sync and Stripe for online card payments, while keeping the work and billing in AxiomBlue.

  • Xero connection and sync
  • Stripe online payments
  • Connection and sync checks
  • Payment fee reporting

Capture the right detail → repeat useful processes → review the result

Make it work your way →

Workflow automation ↗

The same welcome message. The same quote follow-up. The same unpaid-invoice check. Turn a useful repeatable process into a workflow you can review and reuse.

  • Workflow templates and suites
  • Visual workflow builder
  • Event and scheduled triggers
  • Conditions and delays
  • Email and SMS actions
  • Execution history and testing
  • Webhook and data actions

Custom fields ↗

Add business-specific fields to leads, quotes, jobs, projects and invoices, instead of relying on everyone to remember what belongs in a note.

  • Fields on leads, quotes, jobs, projects and invoices
  • Text, numbers, dates and currency
  • Choices and yes/no fields
  • Customer and employee references
  • Required fields and help text
  • Field layout and list columns

Documents & questionnaires ↗

Organise documents, job attachments and questionnaires so the information needed for a job has somewhere to live.

  • Business document records
  • Document editing
  • Questionnaires and shared response forms
  • Job attachments
  • Business CSV backup export

Trade compliance records ↗

Organise certificate, test-and-tag and refrigerant records alongside the jobs that need them.

  • Compliance certificate records
  • Test-and-tag register
  • Refrigerant transaction records
  • Job-linked compliance detail

Business reports ↗

Explore service health, payment behaviour, retention and crew activity, alongside financial and sales reports.

  • Aged receivables and payables
  • Recurring service health
  • Billing reconciliation
  • Cancellation analysis
  • Client retention
  • Revenue mix and pipeline
  • Payment behaviour
  • Gateway fees
  • Crew throughput
  • Financial, customer and sales dashboards

Looking for a particular workflow? Talk it through with us and check plan inclusions.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →