Jobs & Job Board
Creating Jobs
Jobs represent the actual work being done for a customer. You can create jobs from accepted estimates, signed contracts, or from scratch.
- Click Jobs board in the sidebar, then click New job.
- Select a customer and enter the job site address.
- Add a title and description of the work.
- Assign one or more employees to the job.
- Click Save.
From estimates: Click Convert to job on an accepted estimate. All details carry over.
From contracts: Click Create job on a signed contract. The job is linked to both the contract and the customer.
Standalone: Create a job directly for quick or informal work that does not need an estimate or contract.
Job Statuses
Track where each job stands using statuses. The job board organizes jobs by status so you can see your pipeline at a glance.
Scheduled: The job has been created and assigned but work has not started yet. It appears on your schedule for the assigned date.
In progress: Work is actively underway. Move jobs here when your crew arrives on-site or begins the task.
Completed: The work is finished. Completed jobs can be invoiced and their photos shared with the customer.
Tip: Keep job statuses current. It helps your office staff know when to send invoices and gives customers accurate updates if they ask about progress.
Assigning Employees
Assign team members to jobs so they know where to be and what to do. Assigned employees can see the job on their dashboard and receive notifications about changes.
Multiple employees: You can assign as many team members as needed to a single job. Each one sees the job on their personal schedule.
Changing assignments: Add or remove employees at any time from the job detail page. The schedule updates automatically.
Photos, Checklists & Notes
Document your work and stay organized with built-in tools on every job.
Photos: Upload before, during, and after photos to document the work. Photos are tagged by stage so you can show the transformation to customers. Employees can upload photos directly from their phone.
Checklists: Add task checklists to a job to make sure nothing gets missed. Team members check off items as they complete them. Great for multi-step jobs or quality control.
Notes: Add internal notes visible only to your team. Use these for site access instructions, material delivery notes, or special customer requests.
Expenses & Sharing Photos
Track job expenses and share completed work with customers to build trust and showcase quality.
Expenses: Log expenses incurred during the job, such as additional materials purchased on-site or rental equipment. Each expense includes a description, amount, and optional receipt photo. Expenses are tracked per job for accurate profitability reporting.
Sharing photos with customers: From the job detail page, click Share photos to send a curated selection of before-and-after photos to the customer via email. This is a great way to demonstrate value and encourage referrals.
Tip: Send before-and-after photos to the customer right after completing a job. It reinforces the value of your work and often leads to positive reviews and referrals.