Jobs Management
Create, assign, track, and complete jobs with full visibility from office to field. Every job detail at your fingertips, from first contact to final payment.
Create Instantly
One-click job creation from estimates or directly from the dashboard
Track in Real-Time
See live job status and crew location in real-time
Close & Invoice
Mark jobs complete and auto-generate invoices in one tap
Job Pipeline View
See all jobs organized by status — pending, in progress, completed, and invoiced. Drag and drop to update status instantly.
- Kanban-style board view
- Filter by crew, date, or service type
- Quick search across all jobs
Job Detail Records
Every job keeps a complete record: notes, photos, materials used, time spent, and communication history.
- Before & after photos attached
- Materials and labor cost breakdown
- Client signature on completion
Convert Estimates to Jobs
When a customer approves an estimate, convert it to a scheduled job with a single click. No data re-entry.
- One-click estimate-to-job conversion
- All estimate details carry over
- Schedule immediately on conversion
Crew Assignment
Assign the right crew members to each job. Team members receive instant notifications with job details and directions.
- Multi-member job assignment
- Push notifications to the Field App
- View availability before assigning