One record for each job, from the first enquiry to the last payment.
The enquiry, the quote, the booking, the day and the money are one page in Cerrax, not five screens to keep in step. Whoever opens it sees where the job has got to.
One page, in sections.
The record opens on the job's stage. Everything else is a section you open when you need it.
- At the top: where the job has got to, the customer and the ways to reach them, your notes and anything flagged.
- Below: the job's sections — what is moving, the plan, the price, the day — each one opening and closing, and kept the way you left it.
- On a desktop, a panel stays in view beside them: the stage, the price, the money and what has happened on the job so far.
The same record on a phone.
Much of a job is handled away from a desk, so the record works the same on a phone.
- On a phone it is one column, with one section open at a time.
- A job over several days is shown as its days, from the plan it was priced on.
- “See what the crew sees” opens the crew's own screen for the job: the plan and the inventory, never the price.
On paper, or from the keyboard.
Some jobs still need a sheet of paper, and some people never take their hands off the keyboard.
- Print turns the record into a sheet with every section open.
- On a desktop, J and K step to the next and previous job, S goes to sending the quote, and G then a letter opens a section.
- When a job has storage as well, storage has its own heading on the same record.
What it does not do
It does not keep a second copy of the job. The record is the job that was priced, and the crew's screen, the calendar and the payments read the same one.
Being finished now: a Next step box at the top of the record with the follow-ups that are due, and a one-row contact bar on a phone. Planned and not switched on: every message with the customer, WhatsApp and email in both directions, filed on the record.
Questions about the job record
Do I open a different screen for each stage of the job?
No. The enquiry, the quote, the booking, the day and the money are sections of one page, and the record opens on the stage the job is at.
Can my crew see the price on the record?
No. The crew have their own screen for the job, which shows the plan and the inventory and never the price. From the record you can open that screen to see exactly what they see.
Can I print a job?
Yes. Print opens every section and lays the record out as a sheet.
Open a job and see all of it.
Price your first job in minutes — no card, no contract. One month free, and nothing you made is taken away at the end.
Start free →Would rather we did it? Book a 20-minute call and bring a few recent jobs — we'll price them live.
Cerrax in New Zealand
- Currency
- NZD
- Distance quoted in
- kilometres
A weatherboard villa in an Auckland suburb going down State Highway 1 to Hamilton: a moving truck with a tail-lift, a sloping section at one end, and a long carry from the road to the front door at the other. Cerrax prices it from the villa's volume, the open-road kilometres, and the time the slope and the carry add to the crew's day.
The vehicles it plans with here:
- Small moving truck (18–20 m³, class 1)
- Large rental truck with tail-lift (24–28 m³, class 1)
- Moving truck (40–45 m³, class 2)