Give every job
a clear plan.
Keep your team aligned on the work ahead. Set dates and arrival windows, assign workers, and keep job notes, photos, and progress connected—from the first visit through completion.
Illustrative schedule. Names, jobs, and times are examples.
Plan it. Record it. Move it forward.
Keep the office and the field working from the same job information.
Organize the day's work.
Set job dates and arrival windows, assign team members, and track scheduled, in-progress, completed, or incomplete work. A focused Today view helps workers find their assignments.
Capture each visit.
Add activities for jobs that need multiple visits. Keep each activity's worker, schedule, notes, and photos together, alongside the overall job record and internal notes.
Make completion useful.
Record the work performed and final amount. Configured closeout workflows can prepare an invoice draft, a review request, and a social draft using qualifying job photos.
One job. A connected record.
Schedule and assign.
Select the customer, describe the work, choose a date and arrival window, and assign the responsible worker.
Keep the details current.
Update progress, add visit notes, and capture photos while the job is underway and the details are fresh.
Complete the record.
Save the work summary and final amount, then use the configured billing and marketing steps for that job.
Built for work
that has details.
Can one job have several visits?
Yes. Job activities can have their own dates, arrival windows, assigned workers, notes, and photos while staying connected to the main job.
What if the work cannot be completed?
Your team can mark work incomplete and record a reason. That context remains available when deciding what should happen next.
Does every completed visit trigger marketing?
The job-closeout workflow controls those actions. Recording a completed activity is separate; review requests and social drafts follow your configured job-completion settings.