PM Assist

02 — Contractor Dashboard

Booked, paid and supported — end to end.

AI handles booking, calendar sync and tenant interaction from first request to confirmed visit. Accounting syncs with Xero and QuickBooks for auto-invoicing, and an engineer app carries the job, reports and certificates.

PM Assist3 jobs today
Next · 9–11am£140 fixed

14 Oak Road, SW18 · Flat 4

Boiler — no heating

Route · 12 min
AccessKey safe · 4827
Cert on handGas Safe ✓
Accept jobDecline

End-to-end AI booking

From request to confirmed, on its own.

AI assistance books the job end to end — matching a qualified engineer, syncing to their calendar and handling tenant interaction to agree a window. No phone tag, no double-entry, no waiting on a callback.

  • AI assistance booking
  • Calendar sync
  • Tenant interaction
  • End-to-end
PM

Booking agent

Dispatch · 14 Oak Road · 40s

Complete

Matched a Gas Safe engineer

A. Okafor · 4.9★ · in coverage · within £250

Synced to engineer's calendar

9–11am held · travel buffer added

Agreed the window with the tenant

Confirmed by reply · access shared

Job report · from triage

#1042

IssueBoiler — no heating
Triage notesNo leak · pressure low
Tenant updateOn my way — 9:20
Gas Safety certOn hand

Engineer app

The job, the property, the proof.

Engineers send tenant updates and see a full property overview on arrival. Job reports flow in from maintenance triage so they know what they're walking into, and compliance certificates are on hand the moment they're needed.

  • Tenant updates
  • Property overview
  • Triage job reports
  • Certificates on hand

Accounting sync

Auto-invoiced, straight to the books.

When a job completes, accounting sync with Xero and QuickBooks raises the invoice automatically — matched to the job and the quote, and posted to the contractor's books without anyone re-keying a number.

  • Xero sync
  • QuickBooks sync
  • Auto-invoicing
  • Matched to job
Invoice · INV-2048Auto-raised

Boiler repair · 14 Oak Road

£140.00

Matched to job ✓
X

Xero

Synced

qb

QuickBooks

Synced

PM AssistLive

Your engineer is on the way

On route · 8 min
Verified engineer

A. Okafor

Okafor Heating Ltd · 4.9★

ID verified ✓Gas Safe · 5126
Arriving at14 Oak Road · Flat 4
Track arrival

Contractor verification

Know exactly who's at the door.

A ride-hailing-style profile travels with every visit. The tenant gets a notification that the engineer is on the way, with a verified photo and company credentials — a layer of security over who's working on the property, for everyone on the record.

  • On-route notification
  • Verified photo ID
  • Company credentials
  • Security layer

Pre-work checklist · RAMS

Risk assessed before a tool comes out.

A pre-commencement questionnaire walks the engineer through the risk assessment and method statement on site — safe isolation confirmed, an adult present, ID shown to the tenant. Work can't be marked started until it's complete, and it's logged against the job.

  • Risk assessment
  • Method statement
  • Safe isolation check
  • ID shown to tenant
Before you start · 14 Oak RoadRAMS
Safe isolation procedure followedYes
Person aged 18+ presentYes
ID shown to the tenantDone
Method statement reviewedPDF
Start work
Job complete · #1042Signed off
All site rubbish removedYes
Property in full working orderYes

Tenant signature

S. Reid · tenant18 Jun, 11:42

Sign-off · post-work

Signed off, clean, on the record.

A short post-work questionnaire confirms the site's clear and everything's in working order — and where possible the tenant signs to verify the work. The sign-off attaches to the job, giving the landlord proof and your team a clean audit trail.

  • Rubbish removed check
  • Working order confirmed
  • Tenant signature
  • Attached to the job

What contractors get back

End-to-end

Booking handled from request to visit.

Synced

Calendars and the books, automatically.

Auto

Invoicing to Xero and QuickBooks.

On hand

Reports and certificates in the app.

Put your contractor network on rails.