Are your services hard to manage at scale?
Job phases break large jobs into manageable steps, so it is easier to assign responsibilities and see the whole service at a glance.
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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Features / Job Phases
Job tracking software for accountants & bookkeepers, built on job phases
Split each service into clear phases, give every phase an owner and a time budget, and see exactly where each job stands. Your team always knows what comes next.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Job phases
Streamline every service with job phases
Break your services into clear, manageable phases that guide your team from beginning to end. With defined steps and progress tracking, you cut confusion and keep every job running on time.
Step-by-step service management
Break services into structured phases, whether it is a complex tax return, onboarding or a bookkeeping project. Assign phases, track budgets and make sure every team member knows their role.
How it works
How job tracking works in Engager
Assign each phase to the right person
Each phase of a service can be assigned to a different team member, so ownership is clear and everyone knows their part in the job.
Allocate time budgets and track profitability
Set a time budget for each phase. Staff record time against phases, so you can see where time is going and how each job is performing financially.
Standardise client updates with phase emails
When a phase is completed, Engager can prompt staff to send a pre-written email to the client. Communication stays consistent and clients are kept in the loop.
Common challenges
Problems job phases solve
Struggling to track time and profitability?
Allocate time budgets for each phase and let staff record their time. See the profitability of every service and phase.
Is team collaboration falling apart?
Assign phases clearly, so work does not overlap and everyone knows their role in the process.
Missing chances to standardise communication?
Prompts at phase completion remind your team to send standard client emails, so clients stay updated without extra effort.
Reviews
Rated Excellent by accountants and bookkeepers
4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.
“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
“It keeps everything in one place, and has taken a lot of admin stress off our plate. It was built by an accountant for accountants, and you can really tell.”
Works together
Features that work with job phases
Job phases sit at the centre of how work moves through Engager.
Questions
Job phases FAQs
What are job phases in Engager?
Job phases let you break a service into smaller steps, assign phases to team members, allocate time budgets and track completion, which improves collaboration and visibility.
How do job phases help with profitability?
Staff record time against each phase, and you can compare actual time with the allocated budget. That gives you a clear picture of profitability for each phase and for the whole service.
Can I assign phases to different team members?
Yes. Each phase can be assigned to a specific team member, so ownership is always clear.
How do automated emails work with job phases?
Once a phase is marked as complete, Engager can prompt the user to send a pre-defined email to the client, so communication is consistent and timely.
What types of services can be broken into job phases?
Any service, from tax returns and client onboarding to payroll and complex accounting projects.
Is job tracking included in my subscription?
Yes. Every Engager subscription includes every feature and unlimited users. Pricing is based on the number of clients you manage, from £9 +VAT a month, and you can try it free for 28 days with no card details required.
Are job phases included in every Engager plan?
Yes. Job phases are included in every Engager plan, along with every other feature and unlimited users, from £9 +VAT a month. You can try them free for 28 days with no card details required.
Pricing
Practice management software pricing, made simple.
One price for your whole practice, based on how many clients you look after. Every feature and unlimited users included.
Work out your price
Enter your number of clients or drag the slider.
For small teams
£89+VAT
a month
a month
Billed monthly.
- Secure client portal
- eSigning capabilities
- Mobile app access
- Branded client experience
- Automated emails
- Task management
- Document templates
- Unlimited users
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