Job & Task Scheduling

Job & Task Dashboard

The Job & Task Dashboard is where you manage all aspects of completing the job. View the job details, which include the estimate outline, progress, payments and expenses, and private job notes. You can also view the real-time workflow log, which shows all actions taken on the job. The dashboard provides one-click next action suggestions to help you stay on track and complete the job efficiently.

• All Job Details In One Place
• View Estimate, Accounting, & Notes
• Real-Time Workflow Log
• One-Click Next Action Suggestions

Schedule Jobs & Tasks

Easily schedule jobs to complete your approved estimates and manage tasks that are essential for running your business. You can create one or multiple jobs that align with the work outlined in your estimates. Additionally, you can create tasks for all other aspects of your business. Any task can be made billable if needed. Save frequently used tasks for quick access in the future.

• Easily Schedule Estimate Work
• Create Non-Estimate Task Jobs
• Option To Make Task Billable
• Save Frequently Used Tasks

Calendar Agenda List

The calendar agenda list provides a quick overview of all scheduled jobs, allowing you to see what work is planned for the upcoming days. This feature helps you stay organized and ensures that you can easily track job statuses. You can automatically hide completed and paid jobs to focus on the tasks that still need attention.

• Quickly See All Scheduled Jobs
• Plan Out Work For Upcoming Days
• Icons Show Current Job Status
• Hide Completed & Paid Jobs

Timeline Calendar

The timeline calendar provides a visual representation of your scheduled jobs, allowing you to see the time slots scheduled for each. This feature helps you plan your day effectively by showing overlaps and spare time, making it easier to reschedule jobs as needed. You can quickly identify gaps in your schedule and adjust your workflow accordingly.

• Plan Out WorkFlow For The Day
• Easily Reschedule Job Times
• See Available Free Time
• View Time Scheduling Overlaps

Job Location Calendar

View all jobs scheduled for the day on a map, allowing you to plan your route efficiently. This feature helps you visualize job locations, ensuring you can optimize your travel time and avoid unnecessary backtracking. You can tap on each pin to view more details about the job, including its address and specifics.

• View Jobs Scheduled For The Day
• Plan Route By Job Location
• Save Time Not Running In Circles
• Tap To View Job Details

Unscheduled Jobs & Tasks

Create unscheduled jobs and tasks for items that do not require specific scheduling. This feature enables you to manage non-urgent tasks, such as reminders or follow-ups, without needing a designated time slot. Unscheduled jobs can be set aside for later scheduling. Additionally, you can link or invoice unscheduled jobs with scheduled jobs, which enhances the flexibility of your workflow.

• When Scheduling Is Not Required
• Can Be Jobs Pending Scheduling
• Create Non-Urgent Task Reminder
• Can Be Invoiced With Other Jobs

Schedule Multiple Job Parts

Break down larger estimate parts into multiple jobs. This feature allows you to complete estimates more effectively by tracking complex scheduling. All job notes are linked together, and completing the overall estimate will pend on finishing all the linked jobs. You can also invoice multiple jobs under one invoice, making it easier to manage billing.

• Break Estimate Into Multiple Jobs
• All Jobs Notes Are Linked Together
• Completion Pends On All Jobs
• Multiple Jobs Under One Invoice

Share Work Orders

Share job work orders with contractors, team members, or anyone who needs to know the job details. This feature allows you to provide essential information about the job location and scope of work without revealing sensitive pricing information.

• Share Job Location & Outline
• Work Orders Do Not Include Pricing
• Responsive Web-Based Design
• Secure, Nondescript URL Links

Drive-Time & Street View

View the job location on an interactive Google map, complete with drive-time estimates and a driving route. This feature allows you to plan your travel efficiently, ensuring you arrive at the job site on time. Additionally, you can access the street and satellite views of the location for a better understanding of the area.

• Interactive Google Location Map
• Drive-Time With Drive Route
• Interactive Location Street View
• Address Autocomplete For Accuracy

Job Estimate Checklist

Use the Job Estimate Checklist to track the work that has yet to be completed. This feature allows you to keep your job progress organized and ensures that you don't overlook any important tasks. You can mark the estimate as fully completed once all tasks are done, providing a clear overview of the job's status.

• Track Work Yet To Be Completed
• Keep Job Progress Organized
• No Need To Carry Paper Lists
• Mark Estimate Fully Completed

Track Job Progress

Automatically track the entire lifespan of each job, from start to finish. View when the job was created, scheduled, completed, and paid. Access the history of all actions taken on the job. Additionally, you can add private notes that are visible only to you, making it easier to keep track of important information related to the job.

• View Job Workflow History
• Activity Log Automatically Created
• Private Notes Only You Can See
• View Notes Across Multiple Jobs