JobToFive01
Clients
One directory of customers, contacts and sites.
- Several contacts per client, with a primary one
- Sites and history kept with the client
Modules
Clients & Revenue
Bill and grow the business your team delivers.
From the first enquiry to the paid invoice: the customer directory, quotes, bookings, contracts and recurring fees, connected to the work your team does.
Built for: Business owners, sales and accounts teams.
Invoices · November
12Paid
5Pending
2Overdue
INV-2026-00128Harbour Hotel · Issued 2 Nov · Due 16 Nov
PaidINV-2026-00129Northgate Offices · Issued 3 Nov · Due 17 Nov
PendingINV-2026-00121Riverside Mall · Issued 20 Oct · Due 3 Nov
OverdueWhat’s inside
Invoices and where they stand
Paid, pending and overdue at a glance. Sample data shown.
02
Invoicing
Invoices that follow the work.
- A draft invoice is prepared when a job is completed
- Gap-less invoice numbers, as tax rules expect
- SST handled for companies that are registered
- An accounting export
03
Online booking
A booking page customers can use themselves.
- Your own name, logo and services
- A booking waits for your acceptance before staff are notified
04
Leads & contracts
The pipeline before a client exists, and the terms after.
- Stages from first contact to won, with follow-ups and a lost-reason trail
- A won lead becomes a client in one step
- Contract rate cards applied when pricing their work
05
Commission
What sales earn for what they win.
- Rates per person or for the whole desk
- Earned on completion, never on confirmation
- Paid out through payroll
06
Recurring fees
Monthly fees you bill your own clients.
- Months owed, part payments and receipts tracked per client
- A maintenance commission for your own people on money received
What it changes
Bill and grow the business your team delivers.
- 01
Billing follows the work
A finished job is already on its way to an invoice.
- 02
One customer record, lead to invoice
Nobody re-types a client between sales and accounts.
- 03
Commission nobody argues about
Earnings are frozen when they are earned, and paid through payroll.
Questions about Clients & Revenue
What is Clients & Revenue in JobToFive?
Bill and grow the business your team delivers. From the first enquiry to the paid invoice: the customer directory, quotes, bookings, contracts and recurring fees, connected to the work your team does.
What does Clients & Revenue include?
It includes Clients — one directory of customers, contacts and sites; Invoicing — invoices that follow the work; Online booking — a booking page customers can use themselves; Leads & contracts — the pipeline before a client exists, and the terms after; Commission — what sales earn for what they win; Recurring fees — monthly fees you bill your own clients.
Who is Clients & Revenue for?
Business owners, sales and accounts teams.
How do I get Clients & Revenue for my company?
Message our team on WhatsApp at 018-914 1134. We set it up around how your company works and prepare a proposal for your team.
Related modules
Let’s talk
Give your team a better working day.
Tell us how your operation runs. We’ll show you what JobToFive looks like around it, and prepare a proposal for your team.