Features
Every Tosloc feature
Everything Tosloc brings together in one workspace, from scheduling to invoicing, grouped by area.
What this page covers
Planning & jobs
- Day, week and month calendar
- Create and schedule jobs
- Assign jobs to your team without overlapsTeam and clients
- Status and a detailed record for every job
- Map of clients and jobs, filtered by status
- Technician location, with their consentTeam and clients
- Recurring contracts and generated visits
- Pause, resume or end a contract, skip a visit
- Recurring billing and its history
Clients & teams
- Client records: contacts and service history
- Several sites and addresses per client
- Access instructions and operating notes
- Activity history on every record
- Client service requests with attachmentsTeam and clients
- Turn a request into a job or a quoteTeam and clients
- Client portal: appointments, quotes and invoicesTeam and clients
- Clients accept and sign quotes onlineTeam and clients
- Employee profiles: skills, availability and workloadTeam and clients
- Each employee's schedule and assigned jobsTeam and clients
- Absences and replacement suggestionsTeam and clients
- Permissions granted by the ownerTeam and clients
- Pay tracking: rates, history and recorded paymentsTeam and clients
Quotes & invoices
- Service catalogue and detailed quote lines
- Discounts, VAT, deposits and PDF quotes
- An accepted quote becomes an invoice
- Invoice lifecycle, due dates and PDFs
- Part or full payments and amounts outstanding
- Send invoices and follow the email status
- Electronic invoicing inside the invoice flow
Field work & quality
- Visit start and end times, time on siteTeam and clients
- Visit checklists and reusable templatesTeam and clients
- Before/after photos and visit recordsTeam and clients
- Client sign-off at the end of a visitTeam and clients
Stock & suppliers
- Items, units, costs and stock levels
- Purchases, movements and use per job
- Suppliers and a preferred supplier per item
- Supplier purchases and their history
- Supplier invoices, due dates and balances owed
- Supplier payments, including part payments
- Supplier spend and purchase-price changes
Insight & communication
- Dashboard with activity and financial indicators
- Invoiced, received, outstanding, trends and recurring revenue
- Margin after materials and recorded labour costs
- Cash outlook from recorded receivables and payables
- Reports: invoice ageing, workload, quote conversion, clients
- CSV and PDF exports
- Messaging between authorised participants, client portal includedTeam and clients
- Notifications and unread indicators
- Global search across your records
- Interface and documents in French and English
- Built for phones: owner, employee and client
- Light, dark or system mode, and accent colours
- Your company identity in the client portalTeam and clients
- Separated workspaces and access rights