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What is Write-Up?

For many accounting firms, managing stock portfolios for affluent clients is a crucial service that they must provide. The challenge, however, lies in delivering this vital and often labor-intensive service while keeping expenses under control. Fortunately, Write-Up stands out as the premier stock portfolio accounting software, crafted to simplify and quicken the accounting tasks associated with monitoring, documenting, and reporting stock transactions for holding companies, trusts, and estates. It makes year-end processes easier and grants access to historical data, thus enhancing the efficiency of financial management. With Write-Up, users can conclude a fiscal year across both modules and smoothly carry forward open security positions in the broker module into the subsequent year. Access to historical data from previous years is maintained in both modules for easy reference. This innovative software also supports multiple currencies and efficiently manages necessary foreign exchange entries, making investment oversight seamless. Furthermore, Write-Up accommodates three key transaction types: broker transactions, banking transactions, and adjusting entries, which ensures comprehensive oversight of the investment portfolio. Consequently, accounting firms can provide superior services to their clients while significantly improving their operational effectiveness, creating a win-win situation for both parties.

What is Joblogic?

Joblogic is field service management software for service contractors and facilities management businesses. It gives operations teams visibility and control across the complete job lifecycle, from first call through to invoice. Joblogic supports businesses across mechanical and electrical services, HVAC, fire and security, facilities management, plumbing and heating, electrical maintenance, and property maintenance, with 24/7 UK-based support included as standard. Core capabilities include job management, engineer scheduling, asset tracking, planned preventive maintenance, compliance management, quoting, and invoicing, all connected in one platform. Engineers use the mobile app to receive jobs, capture notes, photos, and signatures, and complete compliance forms in the field. Back-office teams get real-time updates, automated workflows, and full audit trails without manual chasing. Finance integrations with Xero, Sage, and QuickBooks connect operational and financial data directly. Manual scheduling and job write-ups create overhead across the back office and field. The Dynamic Scheduler optimises engineer routes and allocation in real time, and the AI Summariser cuts job and quote write-up time. Joblogic is building toward an Agentic Operating Model for service contractors, reducing manual coordination across operations, service delivery, and finance.

Media

Media

Integrations Supported

AccountsIQ
Elyos
FreeAgent
QuickBooks Online
Sage 500
Xero

Integrations Supported

AccountsIQ
Elyos
FreeAgent
QuickBooks Online
Sage 500
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

£45
Starting from £45 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TJPS Software

Company Location

United States

Company Website

tjpssoftware.com/features.asp

Company Facts

Organization Name

Tracer Management Systems

Date Founded

1998

Company Location

United Kingdom

Company Website

www.joblogic.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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