Psalm/Job management software
Job management software
Psalm is job management software for small UK trade businesses. An enquiry becomes a quote, the accepted quote becomes an order with its deposit and balance, and the order becomes a job with a site address, a crew, a materials list and a daily log until somebody signs it off. It costs £39 a month for up to three people, and one person working alone can use it free.
Each step carries the last one forward, so the customer, the address and every price are typed once. It has no dispatch diary or route planning, and this page says what else it leaves out.
14 days free, no card. Then £39 a month for three people, or free if it is only you.
How a job runs
An enquiry lands on your board from your website form or the phone, and it becomes a customer record at once. One tap on the enquiry starts the quote, priced from your own price list. Send it by WhatsApp or email: it opens on the customer’s phone with a button to accept.
When they accept, turn the quote into an order. Choose the deposit and the date the balance is due, and Psalm splits the total into the two. From the order, start the job: its name, the site address and the start date come across from the order. A job can also start from a customer with no order behind it.
On the job
Every job moves through three stages: Scheduled, In progress and Completed, with Start work and Mark completed on the page. In a trade workspace the menu calls them Jobs.
Getting paid
Record each payment as it lands, by bank transfer, card, cash or cheque. The balance waits with its date on it and Psalm reminds you when it falls due. If a customer goes quiet, Chase payment opens WhatsApp with the message already written.
Psalm never takes the money itself. If you have a card payment link from your provider, such as a Stripe or SumUp link, add it once and it appears on the accepted quote and on your invoices.
No signal on site? Quotes, orders, invoices and payments save on the phone and take their numbers when you are back online. Job updates need a connection.
Fair is fair
Better to know now than after a month of setting it up.
If those matter most, the prices page says which other tools do them, and what they cost a team of three.
The price
Essential covers the whole business for up to three people. Professional is £99 a month for up to fifteen, and Scale is £199 for up to fifty. Adding the person who answers the phone or a second fitter costs nothing until you outgrow the plan.
Try everything for fourteen days with no card. Nothing is charged at the end: working alone, Psalm carries on free for invoices, quotes, customers and jobs, and with a team you choose a plan. Your data stays where it is either way.
Psalm is made by Jordan Labs Ltd, a company registered in England and Wales, and it runs a working solid surface fabricator every day. Read how it started.
Questions about running jobs
Software that keeps everything about a job in one place, from the first enquiry to the last payment: the customer, the price agreed, who is working on it, what goes to site, how it is going and what is still owed. In Psalm the quote, the order, the job and the invoice are linked, so nothing is typed twice.
No. Each job has a start date and a stage, Scheduled, In progress or Completed, but there is no diary that lays out the day's jobs, no route planning and no map of where your team is. If your days are many short visits, a field service tool built for that, such as ServiceM8, suits the work better.
Yes, as a checklist. Add items from your price list to the job and tick each one as it goes to site. Ticking an item does not take it out of stock: stock is moved in Inventory.
One person from your team as the team lead, plus a crew of the people you bring in, each with a role and a day rate or a fixed sum. Enter the days they worked and Psalm adds up the labour cost of the job.
Partly. Quotes, orders, invoices, payments, enquiries and customers can be written with no signal: they save on the phone and sync when you are back online. Job updates, the crew and the materials list need a connection.
Essential is £39 a month for up to three people, Professional £99 for up to fifteen, and Scale £199 for up to fifty. The price is for the company, never per user. Working alone, you can use Psalm free for invoices, quotes, customers and jobs; the free plan has no enquiries board and no assistant, and you send documents yourself.
Fourteen days of everything, with no card. Nothing is charged at the end. If you work alone, Psalm carries on free for invoices, quotes and customers. If more than one person uses it, you choose a plan, or take the others off and carry on free. Your data stays where it is either way.
Quote one real job, turn it into an order, and start the job from it. Fourteen days free, no card.