Solutions: how Primemgr fits the way your business runs
Work alone, run a crew or manage several sites from one workspace: switch on the modules you need and leave the rest off. Start a 14-day free trial of Primemgr.
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Primemgr is one workspace for quotes, jobs, the schedule, invoices and payment tracking. You switch on the parts your business needs in Settings → Modules, and your industry pack names things the way your trade does: repair orders in a workshop, appointments in a salon.
If you work on your own
- Quote, book and invoice from your phone, and see what each customer owes. See the field service management overview.
- Customers accept quotes and see their bookings and invoices from a private portal link, so they stop ringing to ask.
- Bookings confirm by email and remind the customer before the visit.
If you run a team
- Book work to the right person by their skills, their hours and what they already have on.
- Give a job to a person or a whole team; each sees their own work first.
- Roles decide who sees prices and who can change them, and you can make your own.
- Time on the job, labour cost and what each job actually made, on the Team plan and above.
If you have more than one location
- Stock, bookings and staff belong to a location, and people can be kept to their own.
- Each location keeps its own time zone, so confirmations and reminders read in local time.
If you look after equipment
- Every unit you service, with its history, what it is part of, and when it is next due.
- Service agreements that repeat on your schedule and bill at the agreed price.
- A reminder to the customer when service comes due, and agreement jobs raised ahead of their date.
Your trade, set up for you
Industry packs set up the words, job types, forms and automations for automotive workshops, plumbers, electricians, HVAC, cleaning, pest control, device repair and salons. You can change any of it. Compare the plans by team size.