Tradies and field service businesses
How electricians, plumbers, builders and other field service tradies use KookaCRM to take bookings, quote jobs, dispatch technicians and get paid, including where Field Dispatch fits in.
Available · Last updated 18 July 2026
The business problem
Field service tradies need customers to be able to request work easily, need a fast way to price both quick callouts and bigger jobs, and need work to reach the right technician without a string of phone calls. Many businesses still take bookings over the phone and hand technicians a paper job sheet.
How KookaCRM solves it
KookaCRM gives tradies several ways for customers to request work — a website enquiry form, self-service online booking, Smart Quote for jobs that need more detail up front, or a straightforward phone intake by staff. Simple work can be billed on a callout-fee-plus-hourly basis, larger or custom work is quoted and converted to an invoice once accepted, and jobs can be assigned to technicians directly or, for businesses that need a visual scheduling board, through the optional Field Dispatch board.
Common business problems
- Bookings taken over the phone get lost or double-booked
- Quick jobs and custom quotes are priced inconsistently between staff
- Technicians do not know what job is next without calling the office
- Invoices go out days after the job because paperwork is handled manually
Recommended customer entry points
- Online booking
- Website enquiry form
- Smart Quote
- Staff phone intake
Recommended pricing models
- Callout fee plus hourly
- Quote to invoice
- Fixed-price appointment
Useful KookaCRM capabilities
- Customers can book a callout or fixed-price appointment online without calling
- Smart Quote gathers job details and photos before staff price the work
- Callout fee plus hourly billing for straightforward jobs
- Quotes convert to jobs and invoices once a customer accepts
- Jobs can be scheduled and assigned to technicians
- Field Dispatch, a visual board for assigning and tracking technicians through the day, is an optional capability that needs to be switched on for your tenant
Example starter services
- General callout
- Fault finding or repair
- Installation (quoted)
- Scheduled maintenance visit
How it works
Customer books online, submits an enquiry, or calls in, then
Job is priced with a callout fee, a quote, or a fixed price, then
Job is created and assigned to a technician, then
Technician completes the work on site, then
Invoice is raised and paid
Example end-to-end workflows
Online booking to completed job
Customer books a callout service through the online booking page, then
Booking creates a job automatically, ready to schedule, then
Job is assigned to a technician, then
Technician completes the job and staff invoice the customer
Custom job quoted from a website enquiry
Customer submits a website enquiry describing the work, then
Staff or Smart Quote gather details and photos, then
A quote is prepared and sent for online acceptance, then
Once accepted, the quote becomes a job, then an invoice
Payment options
- Invoice with online payment (once Stripe Connect is set up)
- Bank transfer against an invoice
Setup requirements
- Online booking configured for the services you want customers to book
- Stripe Connect set up for online invoice payment
- Field Dispatch requested and enabled if you want a visual assignment board instead of standard job scheduling
Availability
Online booking, website enquiries, Smart Quote, quoting, job scheduling and invoicing are fully available. Field Dispatch, the visual technician assignment board, is an optional capability in beta that needs to be enabled for your tenant — jobs can be scheduled and assigned without it.
Related guides
- Customer Entry Points
Online Booking
Let customers pick a time and submit a booking online for callout services or fixed-price appointments, with optional upfront payment where a business has configured it.
- Pricing and Sales Workflows
Callout and Hourly Services
Charge a callout fee that includes a set amount of time, then add extra labour and materials as flexible line items priced by quantity and unit price.
- Jobs and Operations
Jobs and Field Dispatch
Turn accepted quotes and bookings into scheduled jobs, assign them to staff, and track progress through to completion — with an optional Field Dispatch view for coordinating field teams.
- Customer Entry Points
Smart Quote
A guided public quote request that uses AI-assisted analysis to help triage and classify jobs, while your own pricing rules — not the AI — decide the pricing outcome.
- Pricing and Sales Workflows
Customer books a callout service workflow
How an online booking for a callout visit becomes a job, and how the callout fee plus flexible labour and materials line items are billed on an itemised invoice.