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Muster Features — AI-Powered Job Management for UK Trade Businesses

Muster is an AI-powered job management platform with 12 integrated modules for UK trade businesses: (1) Job Management with Kanban boards, timelines, and smart scheduling, (2) AI Receptionist for 24/7 call answering with transcription, (3) Quoting with e-signatures and follow-up automation, (4) Invoicing with automatic VAT and CIS calculations, (5) Muster Pay with Pay by Bank from 0.7% + 30p and card payments, (6) RAMS and compliance tracking for Gas Safe, NICEIC, FGAS, CSCS, (7) GPS fleet tracking with OBD-II devices and geofencing, (8) Worker mobile app with offline mode, GPS clock-in, and digital ID, (9) Customer portal for job tracking and online payments, (10) Training platform with AI course builder and certifications, (11) AI Bid Writer for public sector tender responses, (12) Communication hub with call recording, SMS, WhatsApp, and email automation. From £179/month. Last updated: March 2026.

Everything in one system

Every feature you need.Nothing you don't.

Jobs, calls, RAMS, training, payments and FM – all tied to the same record. Browse by category below.

Core Platform

The fundamentals. Dashboard, jobs, quotes, invoices – your system of record.

Command Dashboard

Jobs, vans, calls, invoices, training, certifications – all stitched together in one view.

12
Active Jobs
5
Vans Out
3
Calls Today
£8.2k
Invoiced
Live data • Updated 2s ago

Job Management

From lead to completion. Status tracking, scheduling, and history.

Smart Calendar

Drag-and-drop scheduling with worker availability.

Mon
9
Tue
10
Wed
11
Thu
12
Fri
13
3 jobs scheduled
Tue 10th Dec

Instant Quoting

Create professional quotes in seconds from your price list.

Quote #Q-2025-042Draft
Boiler Service£120
Parts£85
Total£205.00

Auto Invoicing

Convert accepted quotes to invoices. Chase overdue payments automatically.

INV-2025-047Pending
Sarah Jenkins
Total Due£1,450.00

Financial Overview

Revenue, outstanding, overdue – at a glance.

This Month£24,500
Outstanding£3,200
Overdue£850

Embeddable Lead Forms

Capture leads from your website. Forms that create jobs automatically.

Your name
Phone number
What do you need help with?
Embed with one line of code

Dispatch Board

Real-time board showing every worker's status. Dispatch reactive jobs in seconds.

Dispatch Board
JamesOn job
DaveAvailable
SarahTravelling

Recurring Contracts

Auto-generate jobs from recurring templates. Daily, weekly, monthly or custom.

Recurring Template
Annual Boiler Service
Every 12 months
24 properties
Next batch: 3 jobs in March

Batch Invoicing

Invoice multiple jobs at once. Consolidated invoicing for contract clients.

Batch Invoice
8 jobs selected£4,250
VAT (20%)£850
Total£5,100.00

Document Templates

AI-generated documents. Branded PDFs with e-signing and version control.

Gas Safety Cert
Method Statement
Quotation
AI generates from job data • E-sign • PDF export

Multi-Branch

Run multiple locations from one account. Branch-level reporting and scheduling.

Branches
Bristol (HQ)
Bath
Swindon

CSV Import

Bulk import customers, jobs and contacts from spreadsheets.

Import Data
Customers (CSV)
Jobs (CSV)
Contacts (CSV)
Map columns • Preview • Import
Worker Experience

One App for Everything

Jobs, tracking, training and comms – an app workers actually want to use.

Mobile App

Native iOS & Android. Offline support. Real-time sync.

Worker App
Offline mode
GPS tracking
Photo capture
Digital signatures

Time Tracking

Clock in/out with GPS. Track hours per job automatically.

TodayOn Site
4h 32m
Started 09:15 AM

GPS Check-in

Verify arrival and departure with location stamps.

Location Verified
123 High Street
London, EC1A 1BB
Within 50m of job site

Photo Documentation

Before, during, and after photos. Auto-attached to job.

Job Photos3 of 6

Holiday & Leave

Request holidays, sick days and time off. Manager approval. Calendar blocked automatically.

Leave Balance18 days remaining
Annual Leave Request
Mon 3 Mar – Fri 7 Mar (5 days)

Expense Capture

Snap receipts, AI reads the amount. Submit, approve, export.

New Expense
Screwfix – Copper Pipe
AI extracted: £42.50
Submitted for approval

Vehicle Checks

Daily walk-around inspections. Defect flagging with photos. DVSA compliant.

Daily Vehicle Check
AB12 CDE – Transit Custom
Exterior
Under Bonnet
Interior
Load
All checks passed ✓

Policy Sign-Off

Push policies and RAMS to the app. Workers read and acknowledge with timestamp.

Company Policies
H&S Policy v2.1Signed
Drug & Alcohol PolicyPending

Route Optimisation

Multi-stop route planning. Minimise drive time. One-tap navigation.

Today's Route (Optimised)
1
09:00 – 42 High St (15 min)
2
10:30 – 8 Park Rd (8 min)
3
12:00 – 17 Oak Lane (12 min)
Saves 25 min vs original order

Biometric Login

Face ID and fingerprint authentication. No typing passwords in the rain.

Unlock with Face ID
Secure • Fast • No passwords

Weather Alerts

Weather conditions for outdoor jobs. Plan around rain, wind and temperature.

Today's Weather
14°C
Partly cloudy, light wind
Good conditions for outdoor work

In-App Training & Development

AI Chat Assistant

Ask questions, get instant answers about jobs, policies, procedures.

"How do I isolate a combi boiler?"
AI: To isolate a combi boiler: 1) Turn off gas supply at meter, 2) Close isolation valves...
From Gas Safety Training Module

Training Videos

Watch training content directly in the app. Track completion.

Working at Height Safety
12 mins75% complete

Knowledge Quizzes

Test understanding with interactive quizzes. Track scores.

Gas Safety Quiz
What is the maximum CO reading for a flue?
200 ppm
100 ppm
50 ppm

Toolbox Talks

Daily safety briefings. Sign-off tracking. Compliance records.

Today's Toolbox TalkRequired
Manual Handling Safety
4/6 signed off

Certifications

Track Gas Safe, CSCS, qualifications. Expiry reminders.

My Certifications
Gas SafeExp: Mar 2026
CSCS CardExp: 30 days

Learning Paths

Structured training programs. Progress tracking.

Your Progress
New Starter Induction
6 of 8 modules75%

Training Reminders

Nudge workers to complete training. Never miss renewals.

Training Due
Fire Safety refresher due in 7 days
Tap to start →

Compliance Dashboard

See team training status at a glance. Export reports.

Team Compliance
92%
Trained
3
Due Soon
1
Overdue
Subcontractor Management

Subbies in the System

Portal access, compliance tracking, CIS deductions, documents and invoicing — all in one place.

Subcontractor Portal

Subbies log in to see jobs, submit invoices and upload documents.

Dave's Electrical Ltd
Subcontractor Portal
5
Active Jobs
2
Invoices
100%
Compliant

Compliance Tracking

Track insurance, qualifications, CSCS and DBS. Block assignment if expired.

Compliance Status
Public LiabilityValid
CSCS Card30 days

CIS Deductions

HMRC verification, auto deductions (0/20/30%) and monthly returns.

CIS Deduction
Gross£2,000
CIS (20%)-£400
Net£1,600

Invoice Approval

Subbies submit invoices. You review, approve and pay.

Pending Invoices
INV-SUB-042£1,850 • Pending
INV-SUB-041£920 • Approved

Document Management

Centralised store for insurance, contracts and qualifications.

Documents
Insurance Certificate
Risk Assessment
Contract

Leaderboard

Rank subbies by performance, completion rate and compliance.

Top Subcontractors
#1Dave's Electrical
98%
#2M&S Plumbing
94%
#3JK Roofing
91%

Companies House Lookup

Verify subcontractor company status instantly.

Company Lookup
Search company name or number...
Dave's Electrical Ltd
Active • Incorporated 2018 • 12345678
Customer Experience

Best-in-Class Checkout

Professional checkout and tracking – not clunky PDFs and "I'll send you the invoice later".

Customer Portal

Customers see quotes, jobs, invoices in one branded portal.

Customer Portal
2
Quotes
1
Jobs
£0
Due

Live Job Tracking

Real-time ETA. SMS updates. No more 'where's the engineer?'

James is on the way
ETA: 12 minutes
[Live Map]

SMS Updates

Automated booking confirmations, reminders, and completion notices.

SMS Sent
Hi Sarah, your engineer James will arrive between 10-12pm tomorrow. Track live: muster.io/t/abc123
Delivered 2 min ago

Hosted Checkout

Branded checkout pages. Accept payments instantly.

Pay Invoice
£1,250.00

Express Checkout

One-click payments for returning customers.

Saved Payment Method
•••• 4242
Exp 12/26

Deposit Collection

Collect deposits at booking. Split payments.

Payment Schedule
Deposit (30%)£375 Paid
Balance (70%)£875 Due

Review Requests

Auto-request reviews after job completion.

Review Request Sent
"Great service, very professional!"
- Sarah J. via Google
Communication Hub

Every Call, Recorded & Transcribed

Phone calls recorded, transcribed, summarised and attached to jobs with action items.

Inbound Calls

Receive and log customer calls automatically.

Sarah Jenkins
Incoming call...

Click-to-Call

One click to dial. Calls logged automatically.

Quick Dial
SJ
Sarah Jenkins
Last called: 2 days ago

Call Recording

Record every call for training and compliance.

RecordingLive
04:32

AI Transcripts

Every call transcribed automatically with timestamps.

Call Transcript
0:00 Customer: Hi, I need a boiler service...
0:15 Agent: Of course, let me check availability...

AI Summaries

Get the key points without listening to full calls.

AI Summary
Customer called about annual boiler service. Booked for Tuesday 10am. Mentioned pilot light flickering – may need thermocouple check. Budget approved up to £200.

Call To-Dos

AI extracts action items from every call.

Extracted Actions
Book service for Tuesday
Check thermocouple
Send quote if >£200

Call History

Complete call log per customer and job.

Sarah Jenkins • 8 calls
Today
4:32
2 Dec
1:15
28 Nov
6:20
AI & Automation

Software That Runs Your Business

Voice agents stop leads leaking. Workflows tie call → job → dispatch → payment.

AI Voice Agents

AI Receptionist

24/7 call answering. Never miss a lead.

Muster AI
Handling call • After hours
"Thanks for calling Smith Plumbing. I can help you book an appointment or get a quote. What do you need help with today?"

Voice Booking

Customers book appointments via voice AI.

Appointment Booked
Boiler Service
Tomorrow 2pm
Confirmed by SMS

Lead Qualification

AI qualifies leads before handoff.

Lead ScoreHot
Budget confirmed
Urgent timeline

Workflow Automation

Status Triggers

Automatic actions on job status changes.

When job → Completed
Send invoice
Request review
Update customer portal

End-to-End Workflows

Call → Job → Dispatch → SMS → Payment.

Call
Job
Dispatch
Payment

Payment Chasing

Auto-send reminders. Escalate overdue.

Auto Reminder Sequence
Day 1: Friendly reminder
Day 7: Second reminder
Day 14: Final notice

AI Assistants

Job Assistant

Ask questions, get instant answers about any job.

"What parts did we use at the Johnson job?"
JOB-2025-089: 2x ball valves, 3m copper pipe. Total: £142.50

Quote Generator

AI suggests pricing from job description.

AI Quote
Labour (2 days)£800
Materials£450
Total£1,250

Smart Scheduler

Optimal scheduling based on location and skills.

Best Slot
Tuesday 10:00 AM
James is 2.1 mi away after previous job
Saves 25 min travel

AI Lead Scoring

Prioritize leads by value and conversion probability.

92/100
Muster Pay

Get Paid Faster

Bank, card, Apple Pay, Google Pay. Lower fees. Instant settlement.

Pay by Bank

Open Banking payments from 0.7% + 30p — much cheaper than cards.

Pay by Bank
Instant transfer
Save £24 on this £1,000 invoice

Apple Pay

One-tap Apple Pay checkout.

Pay
Secure • Fast • Easy

Google Pay

Google Pay for Android users.

Pay

Card Payments

Visa, Mastercard, Amex. Apple Pay & Google Pay.

Payment Received
+£2,340.00
From: Thompson FM Ltd
Paid via Pay by Bank

Payment Links

Send payment links via SMS or email.

Payment Link Sent
pay.muster.io/p/abc123
Sent via SMS • Opened 2x

Maintenance Plan Billing

Recurring payments for service plans and planned maintenance contracts.

Annual Boiler Service Plan
£12/month
Next service: Mar 2026 · Auto-renews

Payment Dashboard

Real-time payment tracking and analytics.

Today
£2,450
Received
£890
Pending

Team & Fleet

Manage your team, vehicles, and operations in one place.

Team Management

Skills, availability, and permissions.

JM
James Mitchell
Lead Engineer
PlumbingGas Safe
Available • 3 jobs today

Live Tracking

Real-time location of all workers.

Team Location
[Live Map]
On job
En route

Fleet Management

Track vehicles, MOT, insurance, mileage.

VAN-003
Ford Transit Custom
MOTOK
TaxOK
Insurance30 days
ServiceOK

Timesheets

Automated from GPS. Export for payroll.

This WeekApproved
Mon8h
Tue7.5h
Wed8h
Thu9h
Total32.5 hours

Geofencing

Set virtual boundaries. Get alerts when vehicles enter or leave zones.

Geofences
🏢 Bristol Depot3 vehicles inside
🚧 Job Site A1 arrived 09:14

Fuel Tracking

Fuel card integration. Track fuel costs per vehicle and per job.

Fleet Fuel This Month
£1,842
12% less than last month

Driver Scores

Driving behaviour scoring. Speed, braking, idle time.

Driver Performance
James94/100
Dave87/100
Sarah91/100

Trip Reports

Full trip history per vehicle. Distance, duration, stops and idle time.

Today's Trips — AB12 CDE
Depot42 High St4.2 mi
42 High St8 Park Rd2.1 mi
Total: 6.3 mi • 28 min driving
Operations

Surveys, Stock & Procurement

Site surveys, snagging lists, inventory management, materials tracking and purchase orders.

Site Surveys

Voice dictation, photo capture and AI photo analysis. Full survey management.

Survey: 42 High StreetIn Progress
12 photos
3 voice notes
AI analysis

Snagging Lists

Create snagging lists with photo evidence. Public forms for client sign-off.

Snagging List
Paint touch-up – hallway
Door alignment – bedroom 2
Silicone – bathroom
1/3 resolved

Inventory & Stock

Track stock levels. Low stock alerts. Warehouse management.

Stock Levels
15mm Copper Pipe48 in stock
Ball Valves3 left ⚠️
ThermostatsOut of stock

Materials per Job

Track materials used on each job. AI suggestions. Cost tracking.

JOB-2025-089 Materials
2x Ball Valves£18.50
3m Copper Pipe£24.00
Flux & Solder£8.50
Total£51.00

Purchase Orders

Create POs for suppliers. Track status and link to jobs.

Purchase Order #PO-042
Screwfix – Bristol
4 line items£285.00
Approved • Awaiting delivery

Profitability Analytics

Per-job profitability. Labour vs materials vs quoted. Margin tracking.

Job Profitability
Quoted£1,200
Labour cost-£480
Materials-£320
Profit£400 (33%)
Win More Work

Tenders & Communication

Find public sector contracts, generate bid responses, and stay in touch with customers.

Tender Watcher

Automatically find public sector contracts relevant to your trade. Free on all plans.

3 new matches todayFree
Boiler Maintenance — Bristol City Council
£45,000Score: 87%
School Plumbing Works — Bath & NE Somerset
£12,000Score: 74%

AI Bid Writer

Generate professional tender responses using your certs, policies, and job history. One click.

AI Draft ResponseAdd-on
Capability Statement
384 words · Uses company profile + job history
Health & Safety
382 words · References your H&S Policy v2.1
8 sections~1,600 words~30 seconds

WhatsApp Business

Two-way messaging with customers. Job updates, photos, reminders.

Sarah JenkinsAdd-on
Hi Sarah, your engineer is 10 mins away 👋
Great, thanks! 👍

Email Automation

Booking confirmations, quote follow-ups, review requests — all automated.

Auto Email Sent
Quote QUO-2025-089
Follow-up reminder sent to customer
Opened 2 hours ago
Commercial & FM

Built for Scale

Multi-site contracts, client hierarchies, compliance tracking.

Multi-Site Management

Manage 100s of sites under one contract.

Site Compliance
98% Compliant
RAMS Approved
Project: City Center Office
2m ago
Cert Expiring Soon
Vehicle: Ford Transit (AB12 CDE)
1h ago
Policy Updated
H&S Manual v2.4
4h ago
Induction Completed
Worker: Mike Ross
5h ago

Compliance Tracking

Gas Safe, electrical, legionella – all tracked.

Certifications
Gas SafeValid
CSCS CardValid
DBS CheckExpires Soon

Contract Management

SLAs, response times, KPIs.

Contract: Thompson FM
Response SLA4hr (Met: 98%)
Sites24 locations
Monthly value£8,500

Client Hierarchies

Parent companies, subsidiaries, contacts.

Client Structure
Thompson Holdings
├ Thompson FM (12 sites)
├ Thompson Retail (8 sites)
└ Thompson Care (4 sites)

SLA Reporting

Response times, completion rates, KPIs.

November SLA Report
98%
On Time
3.2h
Avg Response
142
Jobs

API & Integrations

Connect to your existing systems.

Connected Systems
Xero
QuickBooks
Sage
Google Cal
Outlook

Ready to streamline your business?

Book a 30-minute demo and see how Muster replaces your CRM, call tracker and payment portal. No commitment.

Free 30-minute walkthrough tailored to your trade