Jobs & work orders
Field-ready jobs linked to the customer, the quote, and the invoice. Status, photos, and notes from any phone — no native app.
Active jobs board with status, assigned crew, and customer notification log. Field/dispatcher view.
Every job lives as a record connecting the customer, the originating quote, the assigned crew, the materials used, the time clocked, and the resulting invoice. Crews update status from any browser on the truck's tablet or their phone — start, on-the-way, on-site, complete — with photos and notes. Status updates fire to the customer automatically. Closed jobs flip into the invoice with the labor and materials already populated.
What you can do with jobs & work orders.
Job records linked to customer, quote, materials, time, and invoice — one source of truth
Field-friendly mobile UI — no native app to install or update
Status updates that auto-notify the customer (on-the-way SMS, complete email)
Before/after photo capture with timestamps tied to the job
Job-margin report comparing quoted price to actual cost (labor + materials + subs)
One-click conversion from completed job to drafted invoice
Jobs & work orders — answered.
The questions we hear most when operators are evaluating this module. Anything specific to your industry, your state, or your existing vendor — we'll answer on the discovery call.
01 Do crews need a native app or special tablet? +
02 What happens when a job runs over the quoted scope? +
03 Can crews work without cell signal? +
The modules jobs & work orders talks to most.
Send quotes from your phone with line items, photos, e-signature. Approved quotes flip into a job in one tap — no re-keying anything.
Crew schedule with route optimization, conflict detection, and "on-the-way" customer notifications that cut no-show calls.
Recurring + one-off invoices with reminders, late fees, and ACH/card auto-pay. Posts to bookkeeping on send — no double entry.
Run the business
on one system.
Thirty-minute discovery call with the actual builders. Tell us your industry and what you're using now; we'll show you what a tailored build looks like.