One platform. Every step of the job. From enquiry to invoice.
KIS helps service and project businesses run more efficiently — with end-to-end job tracking, procurement, people, parts and powerful insights. All in one place.
✓ Built for real businesses✓ Configurable to your needs✓ Sign in with Microsoft 365 or Google
Real Progress Real Possibilities
Simple tools. Big impact.
ENQUIRY
→
QUOTE
→
DELIVER
→
INVOICE
From Enquiry to Invoice
People · Jobs · Possible
New in KIS
Shape KIS around the way you work
SmartForms and SmartLists let you build your own forms, lists and screens inside KIS. They sit alongside your jobs, customers and sites, with no code and no separate system.
Forms
SmartForms
Replace paper sheets and spreadsheets with your own forms, filled in on site and filed against the right record.
✓Design forms in a visual designer and file them against a job, customer, site, worker, manager or supplier
✓Fill them in on a phone or tablet with no signal. They sync when you're back online
✓Turn a completed form into a branded PDF, or merge it into your own Word template
✓Automations send emails and update the job when a form is submitted
✓Stage gates stop a job moving on until the right form is complete
✓Search and report on any field, with reporting views ready for Power BI
✓Connect other systems through the API and webhooks, and import existing Re-flow records
Lists & screens
SmartLists
Track the things that matter to your business in lists you design yourself, and lay out the main screens the way your team works.
✓Build your own lists for anything you track, without code
✓Grid views with filters and calculated columns, such as days since a date
✓Show a list as a tile on a job, customer, supplier or site
✓Record Layouts let you rearrange the job, customer, supplier, worker, manager and site screens
✓Use any list as a look-up field in a SmartForm
More than job tracking
Everything you need in one simple solution
KIS covers the full job lifecycle and the wider operations that keep your business moving — with the flexibility to fit the way you work. Cards marked New were added this autumn.
New
Program View
Plan every job's tasks on one programme and see who is doing what, and when.
New
Task-by-task quoting
Build quotes task by task, mix production and installation work in one job, and lock tasks once instructed.
New
Job Additions
Track extra work by task from quote to submitted, so variations get priced and billed.
New
Stock, bins & reordering
Stock held across several bins, with minimum and reorder levels, bonded stock and a live view of what's on order.
New
Approvals
Purchase orders and new materials wait for sign-off from the right people before they go through.
New
Price change log
Prices on POs and supplier invoices update the catalogue automatically, with a log and a monthly email.
New
Purchase invoice matching
Match supplier invoices to POs and goods received, then post them with their documents to your accounts.
New
Sales invoices & credit notes
Raise invoices and credit notes in KIS and send them to Xero or QuickFile as drafts, with the document filed on the job.
New
Month End
Work in progress and pre-payments by customer and project, carried forward month to month. No more month-end spreadsheet.
New
Dated labour rates
Rate changes take an effective date and a reason, kept in a full history for each worker, job and customer.
New
Customer review
Hours per customer, year on year, with customers whose work is dropping off flagged for a call.
New
Sage 50 project insights
See Sage 50 invoices, costs and profit against each job and customer, read live through SageToSQL Sync.
New
Notification centre
One panel for alerts, with approvals pinned to the top and to-dos that clear themselves once they're done.
New
Your screens, your way
Group job tiles into tabs, and reorder and rename the menu bar for your team.
New
SharePoint filing
Documents are filed automatically into SharePoint folders for each job and purchase order.
New
Materials order status
A job tile listing every material and whether it has been ordered, ready to export to Excel.
End-to-end job lifecycle
Quoting, job stages, labour, materials and additional items on one record.
Dynamic form designs
Configurable forms and fields per customer, without code changes.
Job stage workflow
Set the stages every job must pass through, with tasks and checklists so nothing gets skipped.
Procurement
POs, RFQs and supplier responses, posting straight through to Sage, Xero or QuickFile.
Goods in & GRNs
Receipt deliveries against a PO, attach photos from your phone and record goods-in notes without leaving the job.
Whereabouts board
Live staff and plant location tracking.
Bespoke parts & price books
Catalogue and pricing management for parts that don't fit a standard SKU.
Sub-assemblies & kitting
Build composite parts from sub-assemblies and components, priced as one line.
Customer & site management
Customers, contacts, sites and suppliers, all linked to the jobs they touch.
Job documents & notes
Attach documents and keep a running note history against every job.
Mileage costing
Cost staff mileage into the job as an additional item, not a separate spreadsheet.
Bulk import
Bring materials and customer data in through our import controllers.
Job & quote register import
Bring your existing job and quote registers in as a one-off migration, not a rebuild.
Job stage overview
A traffic-light view of where every job stands, at a glance.
Projections
Forecast pipeline value from quoted and in-progress work.
Time & timesheets
Workers log time against jobs and stages, ready for reporting.
Powerful reporting
Insights with Power BI.
Secure access
Microsoft 365 or Google authentication as the login gate — no separate password.
Users, roles & permissions
Role-based permissions decide exactly what each person can see and do.
Plug-ins
Extend KIS with plug-ins as your workflow grows, without a rebuild.
Real benefits
Built to make a difference
KIS removes complexity, gives you control and helps your people do their best work.
Save time
Automate manual work
Improve accuracy
One version of the truth
Increase productivity
Connected teams
Reduce costs
Better visibility
Grow opportunities
Focus on what's possible
Simple pricing
One plan. Every feature. No surprises.
Every KIS licence includes the full platform — job tracking, procurement, price books, Whereabouts and reporting — so there's nothing to upgrade into later.
From£30/ user / month
Minimum 10 users per organisation. Billed monthly, cancel any time.
✓ Every feature included — no tiers to navigate
✓ Posts straight through to Sage, Xero or QuickFile
✓ Signs in with your existing Microsoft 365 or Google accounts
