Field jobs + live commercial control

Every job, tracked and proven — and every margin, visible while you work.

Serve Station is the job card system that also runs your commercial loop: quote from stock, freeze a BOQ, issue materials, log time, watch live profitability, then invoice the client. One platform for the office and the field — not another spreadsheet at month-end.

POPIA-aligned by design Quote → profit → invoice Web + mobile field app
Quote→Invoice
Commercial loop inside the same system
Live P&L
Margin while the project is still open
2-in-1
Web portal + field app, one workflow
POPIA
Privacy & multi-tenant security built in
One platform, two surfaces

The office and the field, finally on the same page

A single shared workflow drives both interfaces — so a status means the same thing everywhere, costs roll into the same project, and nobody chases a paper trail.

Web Admin Portal

Full control for office, managers & owners

A clean dashboard for desktop, laptop or tablet. Run jobs, quotes, stock, projects and invoices — with complete commercial and field visibility.

  • Jobs, customers, templates and live digital-signal board
  • Quotes, projects, stock, client invoices and commercial reports
  • Full audit trail, branded PDFs and optional Xero export
Mobile Field App

Fast and simple for technicians on site

An installable app for Android & iOS built for gloves-on conditions — big buttons, minimal typing, real-time updates that also feed labour and stock into live profit.

  • One-tap status: En Route → On Site → In Progress → Completed
  • Photos, signatures, notes and time entries that cost the project
  • Offline-ready field queue with stock issue when you are back online
Commercial suite

Quote fast. Control the BOQ. Know your margin before it's too late.

Technical, solar and field-service contractors already run jobs. What they struggle with is stock-honest quoting, controlled bills of quantities, and seeing materials plus labour erode margin while the project is still open. Serve Station closes that gap inside the same system that dispatches the work.

Quote from catalogue

Pull stock and labour lines, apply org markup, send a branded PDF, and let the client accept in-portal or via a secure link.

Accept → project + BOQ

Acceptance freezes a bill of quantities as commercial truth. Variations stay controlled — not silent spreadsheet edits.

Issue stock & log time

Materials leave the shelf against BOQ lines; technicians log time on linked job cards. Actual cost updates as work happens.

Invoice & export

Progress or final client invoices stay consistent with the quote story. Optional Xero export when you are ready for accounting.

Early warning at 80% of planned margin

The differentiator: continuous actual cost vs quoted revenue

As stock issues and time entries post to the project, profitability recalculates. When it slips to or below your org target (default 80% of planned margin), managers get an at-risk flag — so you can re-scope, re-price or stop the bleed while the crew is still on site.

  • ZAR cents throughout — no floating-point money surprises
  • BOQ is the single commercial source of truth after acceptance
  • Works alongside pure service jobs that do not need a project
  • Separate from SaaS subscription billing — this is client commercial
Book a walkthrough of the commercial loop
Project · live profitability
PRJ-88 · CCTV Block B At risk
Quoted
R28 456
Actual cost
R19 820
Margin vs plan72% of target
Alert fires when profitability ≤ 80% of planned margin
BOQ lockedStock + timeLive P&L
Everything you need

One system — from quote to signed job to invoice

Field execution and commercial control in one product. From the first customer call to the signed report and client invoice.

Fast quotes from real stock costs

Build accurate ZAR quotes from your catalogue and labour rates. Markup is applied automatically, sell prices stay honest, and accepted quotes become a controlled project BOQ — not another spreadsheet.

  • Stock-backed lines
  • Auto markup
  • PDF + client accept
Quote · Q-2041 · Baywest Mall
CCTV upgrade — Block BSENT
4K Dome camera
Qty 6 · cost R1 840
R2 576
Cat6 cable run
Qty 180m · cost R12.50
R18.00
Lead tech labour
Qty 8h · cost R280
R450
Sell total (ZAR)R28 456
Stock-backedAuto markupPDF ready

Live project profitability

See quoted revenue against actual materials and labour while the work is still open. Configurable early-warning when margin slips (default 80% of planned) so managers act before month-end surprises.

  • Live P&L
  • At-risk flags
  • BOQ as commercial truth
Project · live profitability
PRJ-88 · CCTV Block B At risk
Quoted
R28 456
Actual cost
R19 820
Margin vs plan72% of target
Alert fires when profitability ≤ 80% of planned margin
BOQ lockedStock + timeLive P&L

Stock control tied to projects

Receive stock, issue against BOQ lines, return unused materials. Moving-average costs keep unit costs real — so physical counts can reconcile and profitability is not guesswork.

  • Receive / issue / return
  • BOQ-linked issues
  • On-hand integrity
Stock · on hand
142
SKUs
3
Low stock
R184k
Value
4K Dome camera
Issue → PRJ-88
18
PoE switch 8-port
Receive +12
4
Cat6 drum 305m
Low · reorder
2

Client invoices that match the job

Raise progress or final invoices against the project commercial story. Branded PDFs for clients, optional Xero export when your plan includes accounting integration.

  • Progress & final
  • Branded PDF
  • Xero export
Invoice · INV-331 · progress
INV-331
ISSUED
Materials (BOQ lines 1–4)R12 400
Labour to dateR3 600
Due (ZAR)R16 000
PDFXero export

Live dashboard & the digital signal

Every active job at a glance, colour-coded by status. Kanban or table, powerful filters, real-time updates — no refresh needed.

  • Kanban & table views
  • Live updates
  • Quick stats
Dashboard · all jobs
12
Today
3
Overdue
5
Unassigned
28
This week
JC-1042Urgent
Cameras offline — food court
Assigned
JC-1041High
NVR replacement — Block B
In Progress
JC-1040Normal
Analytics tune — lobby
On Site

Job management & audit trail

Create from a call or a template, set priority and due windows, allocate or re-assign, and bulk-action. Every change is logged: who, what, when.

  • From call or template
  • Bulk actions
  • Full audit trail
JC-1042 · activity & audit
Cameras offline — food courtUrgent
  • Created from template
    F. Pretorius · 09:02
  • Assigned → Sipho Nkosi
    F. Pretorius · 09:14
  • En route
    S. Nkosi · 10:30
  • On site
    S. Nkosi · 10:48
  • In progress
    S. Nkosi · 10:52

Lead technician & helpers

One lead owns the status and the sign-off; helpers add photos, notes and time. Ownership stays clear even when a whole team is on site.

  • One clear owner
  • Add helpers
  • Unambiguous status
JC-1042 · assignments
Lead technician
SN
Sipho Nkosi
Owns status & sign-off
LEAD
Helpers
TM
Thabo Mahlangu
Photos · notes · time
LP
Lena Pillay
Photos · time
Add helper

Customer & site management

Multiple sites per customer with contacts, access notes and GPS. Full job history, an interactions timeline and a documents vault in one place.

  • Multiple sites
  • Interaction timeline
  • Documents vault
Customer · Baywest Mall
Baywest MallCOMMERCIAL
F. Pretorius · +27 41 555 0100
Main building — report to Gate 3
Parking deck — Level 2
Call logged 2d ago — quote approved
3 active18 jobs5 docs

Job templates & checklists

Standardise common jobs with a default description, step checklist, expected duration, priority and required photo categories — pre-filled in a tap.

  • Step checklists
  • Required photos
  • One-tap pre-fill
Template · Geyser service
Geyser service~90 MIN
  • Isolate water & power
  • Drain & inspect element
  • Replace anode rod
  • Test, refill & capture After photo
Required: Before After

Users & role-based access

Admin, Manager, Technician and Viewer roles control exactly who sees and does what. Add technician skills and a simple availability view.

  • Four roles
  • Least privilege
  • Skills & availability
Team · roles & access
FP
Faith Pretorius
Full access & settings
Admin
DB
David Botha
Allocate & monitor
Manager
SN
Sipho Nkosi
My jobs only
Technician
AR
Anika Reddy
Read-only
Viewer

Photo evidence capture

Categorised Before / During / After / Materials photos, captioned, timestamped and linked to the job automatically — compressed on the device.

  • Before / During / After
  • Auto-timestamped
  • On-device compression
Evidence · JC-1042
Before
During
After
Materials
“Camera 4 — after re-aim”
8 photos · timestamped · compressed on device

Digital sign-off

The customer reviews the work summary and signs on screen — tied to the exact work recorded. Consent is captured; no-signature jobs are flagged for review.

  • Sign on glass
  • POPIA consent
  • No-signature flagging
Sign-off · customer
Work done
2 cameras replaced, NVR reconfigured, analytics verified.
Signed — F. Pretorius · 24 Jun 2026
POPIA consent captured to store signature & photos

Time on jobs that feeds cost

Lifecycle timestamps stamp En Route, On Site, In Progress and Completed automatically — and field time entries roll labour cost into live project profitability without a separate stopwatch.

  • Trigger-stamped times
  • Labour into P&L
  • No double-entry
Job timeline · JC-1042
Duration from status stamps
En route09:14
On site09:41
In progress09:48
Completed11:12
1h 58m
Time to complete

Operational & commercial reporting

Day-one ops reports: status breakdown, technician output, overdue, first-time-fix and evidence compliance — plus commercial views for at-risk projects and profitability, with branded job PDFs.

  • First-time-fix rate
  • At-risk projects
  • Branded PDFs
Reports · this week
87%
First-fix
2.4h
Avg time
96%
Evidence
Job report PDF 8 live reports

Smart alerts & notifications

Stale or quiet jobs surface as "needs attention". Margin breaches flag at-risk projects. Technicians get in-app notifications the moment a job is assigned or changes.

  • Needs-attention
  • Margin alerts
  • Push to technicians
Notifications
JC-1042 assigned to you
Just now
Needs attention: JC-1039 quiet for 2 days
1h ago
Priority raised to Urgent — JC-1051
3h ago

Scheduling conflict detection

Optionally warn when a technician is double-booked onto overlapping jobs — with an "assign anyway" override. Off by default, on when you want it.

  • Overlap warnings
  • Assign-anyway override
  • Off by default
Assign · Sipho Nkosi
Scheduling conflict — this overlaps another active job for Sipho.
JC-1041 · Block B10:30 – 12:00
JC-1051 · new job11:15 – 12:30
Pick anotherAssign anyway
The digital signal

One status workflow, shared everywhere

Cool colours mean on track; warm colours mean it needs attention; grey and charcoal mean inactive. Every status also carries a fixed icon and label, so it stays readable for everyone.

UnassignedAssignedEn RouteOn SiteIn ProgressOn HoldReturn VisitCompletedSigned OffCancelledClosed

Allocate a job in the portal and the technician sees it instantly. When they update status or upload a photo on site, the manager sees it live — with a last-updated timestamp on every job, so nothing ever goes quiet unnoticed.

Security & compliance

Enterprise-grade security, privacy built in

Your customer details, on-site photos and signatures are sensitive. Serve Station protects them at every layer and is engineered to meet South Africa's POPIA from the ground up — privacy by design, not bolted on.

Encryption everywhere

Data is encrypted in transit and at rest, so information is protected on the wire and in storage.

Strict tenant isolation

Every company’s data is ring-fenced with row-level security and enforced on every single request — your data is yours alone.

Role-based access & least privilege

Admin, Manager, Technician and Viewer roles ensure people only ever see and do what their job requires.

Complete, tamper-evident audit trail

Every status change and key action is recorded automatically — who did what, and when — supporting accountability and dispute resolution.

Consent & data-retention controls

POPIA consent is captured at sign-off, and a retention setting governs how long job evidence is kept before secure deletion.

Secure file handling

Uploads are access-controlled and validated for type, size and content shape; objects are private and served only through short-lived, signed links — never left open.

Trust is the product

Serve Station is hosted on resilient, enterprise-grade cloud infrastructure with continuous backups, monitoring and a least-privilege architecture. We treat your data — and your customers' data — with the care it deserves.

POPIA-alignedEncryptedContinuous backupsData residency in SA
How it works

From quote to cash — with proof at every step

Five stages your team already understands — faster, fully recorded, and commercially honest.

  1. 01

    Quote & win

    Stock-backed quote in minutes. Client accepts → project + frozen BOQ, or skip to a pure service job.

  2. 02

    Create & allocate

    Log jobs from a call or template, link to the project, set priority, allocate a lead technician.

  3. 03

    Execute with cost

    Status, photos and time on site; materials issue to the BOQ. Managers see live margin as work happens.

  4. 04

    Sign off

    Customer reviews and signs on glass with POPIA consent — or the job is flagged when a signature cannot be captured.

  5. 05

    Invoice & close

    Progress or final invoices, branded PDFs, optional Xero export. Full commercial and field history kept.

Get started

See jobs and live profitability on your work

Book a personalised walkthrough. We'll show the portal, field app, and commercial suite end to end — mapped to how your contractors quote, stock and deliver today.

  • Live demo of quote → BOQ → stock → margin → invoice
  • Honest answers on security, POPIA and rollout
  • No obligation, no pressure

Request a demo

Tell us a little about your team and we'll be in touch.

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