Every BackSight feature, as it works today

Here’s every part of BackSight as it stands today. All of it works in the demo, with sample data.

Try the demo Ask for a 20-minute walkthrough

The job card

Open a job to find its customer, site, crew and booking. The same card holds its checklist, materials, instruments, time, forms and notes. If a visit cannot be finished, record the reason and rebook it.

The sample job card with booking and checklist details — The job card in the demo, with sample data.

Five scheduler views

Use the week board to book work, or the roster to check start times and gaps. The whiteboard groups jobs by status, the Gantt shows longer jobs across a month, and the suburb view groups nearby work.

Crew bookings against the hours of the day — The roster in the demo, with sample data.

See the scheduling views

Invoices and claims

Raise an invoice from the job and record each payment. For staged work, set a claim schedule against the contract, with retention if needed. The invoice list shows what is paid, part-paid or overdue.

See how progress claims work

Invoices with balances and payment statuses — The invoice list in the demo, with sample data.

Module reference

What each module does today
Module	What it does	Points
Enquiries	Record new work and follow it up.	Source and contact details Create a quote from the enquiry
Quotes	Price from your own rates and stock.	Price book GST and validity dates Won quotes become jobs
Jobs	Keep the job details with the work.	Site and crew Checklist, materials and equipment Forms, time and notes Deferrals with a reason
Scheduler	Book people against jobs.	Week board and roster Whiteboard, Gantt and suburb views Booked hours and overloaded days
Timesheets	Log time and approve the week.	Start, finish and breaks Job labour cost CSV export
Invoices	Record what is owed and paid.	GST invoices Part payments and credit notes Payment history Overdue balances
Progress claims	Invoice stages against the contract.	Percentage or fixed stages Claimed to date Retention released on the final claim
Purchase orders	Order supplies for a job.	Draft through to received Part deliveries update stock
Inventory	Track stock by location.	Reorder points Low-stock alerts Stock movements
Equipment register	Record instruments and other assets.	Owners, serial numbers and locations Service intervals Service history
Forms and checklists	Attach your own forms to jobs.	On-screen signatures Print completed forms
Document templates	Edit the paperwork you issue.	Merge company, customer and job fields Print or save as PDF
Customers	Keep contact details and job history.	Address and contact details CSV export
Reports	Read the figures behind your jobs.	Revenue and quote win rate Job profit Staff hours and utilisation Aged receivables
Dashboard and tasks	Review work that needs attention.	Tasks with due dates and assignees Hours logged over the last seven days

Frequently asked questions

What does BackSight include?

Enquiries, quotes, jobs, a five-view scheduler, timesheets, invoicing, progress claims, purchase orders, inventory, an equipment register, forms and checklists, document templates, customers, reports and a dashboard.

Can I try every feature?

Yes. The early-access demo includes every module with realistic sample data, so you can follow a job from enquiry to paid invoice.

Can I export my data?

Customer lists, timesheets and reports can be exported as CSV files, and quotes, invoices and job paperwork can be printed or saved as PDF from your browser.