PocketShift

New job

Client name *

Address

Job type *

Date

Time

Assigned to

Status

Quoted price (R)

Notes

Add crew member

First name *

Last name *

Role

Phone

Daily rate (R)

Emergency contact

New tax invoice

Client name *

Invoice #

Client email

Client phone

Client address

Linked job

Line items

SubtotalR 0.00

VAT

R 0.00

TotalR 0.00

Due date

Payment terms

Notes / payment instructions

Status

New quote

Client name *

Phone

Date

Address

Description

Labour (R)

Materials (R)

Call-out (R)

VAT

SubtotalR 0

VATR 0

TotalR 0.00

Schedule job

Date

Time

Assigned to

Database settings

Connected

Database is configured automatically

Your business app connects to PocketShift automatically. Your data is synced across all devices in real time. Your business ID is resolved from your login — no manual setup required.

Business settings

Branding

Layout

Price list

Checklists

Permissions

This determines the job types, checklists, and customer booking categories shown throughout the app. In production this is set by PocketShift Admin when your account is created.

Trade type

Business name

Logo

🔧

Upload logo

Theme colour

Or pick a custom colour

Typeface

Background

Or pick a custom background

Preview

🔧

PocketShift

Choose which quick actions appear on your home screen, and drag to reorder them.

Set up prices once, then select them from a dropdown when creating jobs or quotes — no more retyping the same numbers.

Define what steps get added automatically when staff create a new job of each type.

Job type

Control what each role can see and do. Owners always have full access and cannot be restricted.

New client

Full name *

Phone

Address

Notes

Time entries

Job photos

Take / add photo

New recurring job

Client *

Address

Job type *

Assign to

Frequency

Day of month

Price (R)

Next due

Notes

New stock item

Name *

SKU / Code