The depth behind the day-to-day

AxiomBlue tools
and feature directory.

Find the AxiomBlue record or workflow for quoting, planning, delivery and billing. Each feature page explains the mechanism, a practical example and the relevant plan requirements.

Capture an enquiry → follow it up → quote the work

Win more work →

Lead capture forms ↗

AxiomBlue lead capture forms collect the customer and work details you need before quoting or booking a visit. Share a hosted link, embed a form on your website or use a QR code. Choose fields and conditional questions, then review submissions in your lead process. A service request is an enquiry to confirm, rather than an instant calendar booking.

  • Hosted enquiry links
  • Website embeds and popup buttons
  • QR codes and email-signature links
  • Configurable form fields
  • Conditional form questions
  • Submission records
  • Enquiry, quote, service-request and emergency form starters
  • Service requests with preferred dates (not instant bookings)

Quoting ↗

AxiomBlue quoting software brings your customer, scope, labour and materials into one quote. Reuse price-book items and assemblies, organise the work into sections and check the customer-facing price. When the quote is accepted, convert it into a job ready to plan and deliver.

  • Products and services price book
  • Reusable quote assemblies
  • Quote templates
  • Grouped scope and line items
  • GST, discounts and expiry dates
  • Customer quote sharing and acceptance
  • Accepted quote conversion
  • Paint, tile, wallpaper and flooring calculators

CRM & sales pipeline ↗

AxiomBlue connects customer and lead records with tasks and quotes, giving every enquiry a next action the team can find. On Professional, use the visual sales pipeline to review opportunities by stage and configure workflows for repeat follow-up. Keep the customer context as proposed work becomes a job.

  • Lead and customer records
  • Sales pipeline stages
  • Follow-up tasks
  • Customer history
  • Sales dashboard

Agree the scope → record costs and changes → bill with context

Protect your margin →

Job management ↗

AxiomBlue job management software connects the agreed scope, site details, assigned work, time and materials in a job record. Review what happened on site before preparing the invoice. Professional adds variations and approvals, so extra work has a record alongside the original agreement.

  • Job status and priorities
  • Site and customer details
  • Time entries
  • Job materials and costs
  • Photos, notes and tasks
  • Job signatures
  • Fixed-price and time-and-materials billing
  • Job duplication and cancellation
  • Colour specifications
  • Job data import
  • Labour billing rules: rounding, minimums and overtime

Variations & progress billing ↗

AxiomBlue Professional records changes to an agreed job as contract variations, with their scope, value and approval state. Review the original contract and approved changes before preparing fixed-price progress claims. Keep the extra room, circuit or deliverable connected to the agreement and earlier billing.

  • Contract variations
  • Variation approvals
  • Revised contract value
  • Progress claims against fixed-price work
  • Retention held and release for configured contracts

Inventory & materials ↗

AxiomBlue connects your products and services catalogue with the materials recorded on jobs. Reuse item descriptions and prices in quotes, record actual usage and review movements for stock-tracked products. Stock adjustments, stocktakes and reorder levels help explain what is available for the next job.

  • Products and services catalogue
  • Stock adjustments and movements
  • Stocktakes
  • Reorder levels
  • Material usage on jobs
  • Stock deduction from recorded job materials
  • Supplier records

Project management ↗

AxiomBlue Professional gives larger jobs and client engagements a project plan: phases, tasks, dates and dependencies in a Gantt view, with kanban tickets for work in progress. Use sprint planning where it suits your team, and keep the project plan alongside the job records used for delivery and billing.

  • Project records
  • Gantt planning and dependencies
  • Kanban boards
  • Tickets and task detail
  • Backlogs
  • Epics
  • Sprint planning and boards
  • Project metrics

See the locations → plan the crew → keep each visit on track

Organise your work →

Dispatch Map ↗

AxiomBlue Dispatch Map shows job locations and planned crew routes, so you can assess a new call-out alongside the stops already booked. Select the day and crews, inspect the job details and use a runsheet for the planned work. Professional adds route optimisation for reviewing the order of visits.

  • Jobs on a map
  • Day and week selection
  • Crew routes and filters
  • Unscheduled job placement
  • Route optimisation with plan access
  • Printable runsheets
  • Map/table views and shareable view links

Crew scheduling ↗

AxiomBlue’s crew scheduling software proposes who should do each trade job and when, using job duration, existing bookings, working hours and travel. On Professional, crew skills and approved leave also shape the plan. Review the assignments, warnings and unplaced work before you apply it.

  • Reviewed schedule proposals
  • Job duration, bookings, working hours and travel
  • Crew skills and approved leave on Professional
  • Assignment warnings and unplaced jobs
  • Day rescheduling with preview and undo
  • Day, week and month calendars

Recurring jobs & services ↗

Use a recurring job series for regular service work, with individual visits you can schedule, complete and review. AxiomBlue recurring series require Professional. When a visit moves, is skipped or needs extra work, check that visit and the customer’s service agreement before billing. Repeating jobs and recurring invoice templates are separate workflows.

  • Recurring job series
  • Visit frequency and dates
  • Individual service visits
  • Series status and management

Assets & service records ↗

AxiomBlue gives equipment its own asset record for identification, category, status and assignment. Record check-outs and returns to review custody, and retain purchase and warranty details with the asset. Keep the work performed on equipment in the relevant job records, so the register and service work remain understandable.

  • Asset register and categories
  • Equipment identification
  • Asset assignment
  • Service findings retained in job records
  • Purchase and warranty details
  • Asset check-out, return and custody history

Mobile field work ↗

Use AxiomBlue on iPhone and Android to check your work, open the job details and record time and materials against the job. Paid plans add photo and document uploads. Review the saved work record before billing, and confirm that changes and uploads have synced when the phone reconnects.

  • iOS and Android field apps
  • Job description and tasks in the field
  • Time and material recording
  • Field photo uploads on paid plans
  • Site Notes in the web portal

Crews & team coordination ↗

AxiomBlue Professional brings crew membership, recorded skills and approved leave into the planning process. Keep employee details current, review who is available and use the crew records when assigning jobs. Professional also provides subcontractor records for work delivered with outside help.

  • Employee records
  • Crews and memberships
  • Skills and certifications
  • Leave requests and approvals
  • Subcontractor records and assignment
  • Team messages and notifications

Share the detail → collect payment → follow the balance

Get paid & keep customers informed →

Invoicing ↗

Bring the completed work into an invoice, check the charges and send it to the customer. Every AxiomBlue plan supports core invoicing with a PDF and no-login viewing link, subject to Free usage limits. Add your bank transfer or PayID instructions, then record payments against the balance. Online card payments and accounting sync require Professional and the relevant connected account.

  • Job-to-invoice workflow
  • Invoice lines, GST and terms
  • Payment recording and balances
  • Credit notes and allocation
  • Customer payment links
  • Recurring invoice templates

Customer portal ↗

AxiomBlue’s customer portal brings shared quotes, invoices, recorded payments and relevant job progress into a customer-facing view. Customers can review and accept eligible quotes and find their paperwork. Configure access and check what is shared; Professional with a connected Stripe account adds online card payment for eligible invoices.

  • Customer sign-in
  • Customer quotes and acceptance
  • Invoice detail and payment history
  • Online payment when connected
  • Job status and progress
  • Shared photos and paperwork

Customer SMS ↗

Send a customer SMS from AxiomBlue using purchased business credits, then refer to the sent-message history when the team follows up. Check the recipient, message and available credits before sending. Professional workflows can include SMS actions for configured processes; test the conditions before enabling them.

  • Direct customer SMS
  • Sent-message history
  • Business SMS credit balance
  • Workflow SMS actions

Branded documents & templates ↗

AxiomBlue Professional provides custom PDF and email templates for the paperwork your business sends repeatedly. Configure the layout, branding and message content, then preview the result with a sample record. Core quotes and invoices use the standard document workflow on Free and Basic, within the applicable limits.

  • Quote and invoice PDF templates
  • Visual template editing
  • Document branding
  • Email templates

Finance & reporting ↗

AxiomBlue puts customer invoices, recorded payments and outstanding balances alongside the jobs that created them. Professional adds supplier bills, accounts payable and financial reports, including aged balances. Open the underlying records to investigate a number, and connect Xero on Professional for your accounting workflow.

  • Accounts receivable
  • Accounts payable and supplier bills
  • Credit adjustments
  • Payment records
  • Bank account details (not bank reconciliation)

Xero & payment connections ↗

AxiomBlue Professional connects to Xero for accounting sync and Stripe for online card payments on eligible invoices. Configure the relevant business accounts, review the sync results and test the customer payment experience. Your job records stay in AxiomBlue while the connected services support accounting and collection.

  • Xero connection and sync
  • Stripe online payments
  • Connection and sync checks
  • Payment fee reporting

Capture the right detail → repeat useful processes → review the result

Make it work your way →

Workflow automation ↗

Build a workflow for a repeatable email task, such as following up a quote or checking an unpaid invoice. AxiomBlue Professional supports configured triggers, conditions, delays and actions. Review recipients and timing, test the exceptions and enable the workflow when it behaves as intended. Scheduled execution runs on the server; you do not need to keep the portal open.

  • Workflow templates and suites
  • Visual workflow builder
  • Event and scheduled triggers
  • Conditions and delays
  • Email and SMS actions
  • Execution history and testing
  • Webhook and data actions

Custom fields ↗

AxiomBlue Professional lets you define business-specific fields on supported leads, quotes, jobs, projects and invoices. Choose the field label, type, options and requirements so staff know what to record. Check the result on the relevant record and confirm who can view or edit it.

  • Fields on leads, quotes, jobs, projects and invoices
  • Text, numbers, dates and currency
  • Choices and yes/no fields
  • Customer and employee references
  • Required fields and help text
  • Field layout and list columns

Documents & questionnaires ↗

AxiomBlue keeps uploaded photos and documents with the relevant work on paid plans. Professional questionnaires collect structured answers through a shared form and response view, so you can review the details before a visit. Choose whether the information belongs in a job attachment, a document or a questionnaire response.

  • Business document records
  • Document editing
  • Questionnaires and shared response forms
  • Job attachments
  • Business CSV backup export

Trade compliance records ↗

AxiomBlue Professional provides certificate records, a test-and-tag register and refrigerant logs for the work that needs them. Record the relevant details and job context, then review completeness against your business process. These records support your evidence; they do not certify the work or replace the checks required for your trade.

  • Compliance certificate records
  • Test-and-tag register
  • Refrigerant transaction records
  • Job-linked compliance detail

Business reports ↗

AxiomBlue Professional reports bring aged balances, payment behaviour, recurring-service health, customer retention and crew activity into focused views. Select the period and filters for the question you need to answer, then investigate the source records. The result depends on keeping job, customer and financial entries current.

  • Aged receivables and payables
  • Recurring service health
  • Billing reconciliation
  • Cancellation analysis
  • Client retention
  • Revenue mix and pipeline
  • Payment behaviour
  • Gateway fees
  • Crew throughput
  • Financial, customer and sales dashboards

Looking for a particular workflow? Talk it through with us and check plan inclusions.

Considering a switch?

Check the fit before
moving your business.

Use a familiar job to compare the way you work today with the way Axiom Blue handles it.

  1. 1. Follow a job in the demo

    Check the quote, schedule, job record and invoice. Look for the details your team needs.

  2. 2. Check your plan and team cost

    Compare usage limits, paid seats and specialist features. See plans and pricing →

  3. 3. Confirm your move

    Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.

Make the next step a small one

Put a familiar job
through its paces.

You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.

Explore the live demo ↗Start free →

Free plan has usage limits. No time limit. No credit card.

  1. 01

    Price the work

    Try a quote like one you send every week. Check the detail your customer will see.

  2. 02

    Follow it through the day

    Explore a job, its crew, time and materials. Look for the information you usually chase.

  3. 03

    Check the fit and the price

    Compare the features and limits you need. See plans and inclusions →