Jobcards & Service Management

The Plum Accounting™ Jobcards & Service Management module provides complete control over service operations, repairs, maintenance, and fieldwork. Designed for businesses that manage technicians, equipment, and customer service requests, this module ensures accurate tracking from job creation to completion — with all financial documents synchronized with Sage Pastel 50c.

End-to-End Jobcard Workflow

Every jobcard follows a structured workflow that ensures consistency and accountability. Operators can capture labour, parts, travel, call-out fees, and any additional charges required for the job.

• Create and assign jobcards
• Track technician progress and status updates
• Record labour, parts, and additional charges
• Capture customer signatures and completion notes
• Convert jobcards into invoices in Sage Pastel 50c

Real-Time Integration with Sage Pastel 50c

All jobcard information — including parts used, labour, and additional charges — is posted directly into Sage Pastel 50c. This ensures accurate stock movement, correct costing, and seamless financial reporting without manual data entry.

Why This Matters

Many businesses consider upgrading to large enterprise ERP systems to access advanced service management functionality. These systems come with high licensing fees, customisation costs, data conversion requirements, and extensive staff training.

Plum Accounting™ provides these capabilities while keeping Sage Pastel 50c as your financial backbone. Because the look and feel match Sage Pastel 50c, your staff already knows how to use it, and training is minimal.

Business Benefits

• Improved technician accountability
• Accurate costing of labour and parts
• Real-time stock and financial updates
• Reduced administrative workload
• Faster turnaround from jobcard to invoice