Doing the jobJobs
The approved quote becomes the job, with the paperwork on it
Scope, address, tasks, checklists, materials and photos, in one place, for the person actually doing the work.
Your first 14 days are free, and nothing is charged until they are up.
What this takes off your week
How it works here
Nothing is re-entered
An approved quote becomes a job carrying the lines, the address and the client. The photos filed against it are ready to go into the invoice or onto your website.
The list writes most of itself
The job proposes the tasks a job of this kind usually needs. You keep the ones that apply.
Materials are tracked as they are used
What went on site, what it cost and what is still to buy, so the number at the end of the job is a real one.
The specifics
An approved quote becomes a job with the scope, the address and the paperwork already on it.
- Archived and current are never mixed
- Asking for archived jobs returns archived jobs. No list quietly blends the two.
- Crew see the jobs they are on
- Scoped by having a visit on the job, through one shared rule rather than a copy per screen. A job with no visits on it shows to nobody, which is deliberate.
- Creating one is gated twice
- The coarse right to create a job, and then the level set on jobs itself.
- One definition of what a job is
- The same creation path serves the quote route and the invoice route, so a job raised from either place is the same thing with the same checks.
- Visits come back in the order they happen
- Each job carries its client and its visits sorted by date, so the list reads without a second lookup.
What you get
Every plan includes all of it. Plans differ by how many people can work in the account, not by which features they are allowed to use.
Jobs
An approved quote becomes a job with the scope, the address and the paperwork already on it.
Work areas
Break a big job into rooms or zones and hand each one to a different person.
To-do list
Everything that needs chasing, sorted by what will hurt most if you leave it.
Suggested next steps
The job proposes the tasks a job like this usually needs, so nothing gets forgotten.
Job checklists
A list of what has to be done on site, ticked off by the person doing it.
Materials on the job
What went on site, what it cost, and what is still to buy.
Before and after photos
Photos filed against the job, ready to go into the quote, the invoice or your website.
More in this area
Each of these has a page of its own.
Try it on your own jobs
The first 14 days are free. Bring your own rates, your own logo and the client list you already have.
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