Job & Task Management for Service Pros and Contractors

The Job & Task Dashboard for Total Control

The Job & Task Dashboard is your central command for managing all aspects of a project. Here, you can access job details, the original estimate outline, payment and expense tracking, and private notes. You'll also see a real-time workflow log showing all actions taken. The dashboard provides one-click suggestions to help you stay on track and complete the job efficiently.

• All job details in one place
• View estimates, accounting, & notes
• Real-time workflow activity log
• Get one-click next-action suggestions

Schedule Jobs & Tasks with Ease

Easily schedule work from your approved estimates and create independent tasks for all other business activities. You can link one or more jobs to an estimate and even make tasks billable if needed. Save frequently used tasks to quickly add them in the future.

• Schedule work from approved estimates
• Create non-estimate task jobs
• Option to make tasks billable
• Save frequently used tasks

See Your Day with the Calendar Agenda

Get a quick, clear overview of all your scheduled jobs for the upcoming days. The calendar agenda list helps you stay organized by displaying your work and its status. You can even automatically hide completed and paid jobs to focus only on what's left.

• Quickly see all scheduled jobs
• Plan out work for upcoming days
• Icons show current job status
• Hide completed & paid jobs

Plan Your Day with the Timeline Calendar

The timeline calendar provides a visual breakdown of your scheduled jobs, showing you exactly when and for how long each job is booked. This feature helps you identify overlaps and available free time, making it easy to reschedule jobs and plan your day effectively.

• Visually plan your workflow
• Easily reschedule job times
• See available free time
• View scheduling overlaps

Optimize Your Routes with the Job Location Map

View all your scheduled jobs for the day on a map to plan your route and travel efficiently. This feature helps you visualize job locations to avoid backtracking and save valuable time. Tap on each pin for more job details, including the address and specifics.

• View all jobs scheduled for the day
• Plan your route by location
• Save time on travel
• Tap to view job details

Manage Unscheduled Jobs & Tasks

Not everything needs a time slot. Create unscheduled jobs and tasks for items like reminders or follow-ups that don't have a set date. These items can be set aside for later scheduling and even linked to other jobs for invoicing, giving you maximum flexibility.

• For when scheduling is not required
• Can be jobs pending scheduling
• Create non-urgent task reminders
• Can be invoiced with other jobs

Schedule Multiple Job Parts

For bigger projects, you can break down a single estimate into multiple jobs. This helps you track complex scheduling more effectively. All job notes are linked together, and the overall estimate completion will depend on all linked jobs being finished. You can even invoice multiple jobs under one invoice for easier billing.

• Break estimates into multiple jobs
• Job notes are linked together
• Completion depends on all jobs
• Invoice multiple jobs at once

Share Work Orders with Your Team

Easily share work orders with contractors or team members. This feature lets you provide all the essential information—job location, scope of work, and notes—without revealing sensitive pricing or financial details. This keeps your business organized and your finances secure.

• Share job location & details
• Work orders do not include pricing
• Responsive web-based design
• Secure, nondescript URL links

Get Drive-Time & Street View

Get an interactive Google map with drive-time estimates and a driving route for every job. This helps you plan your travel efficiently and arrive on time. You can also view street and satellite views of the location for a better understanding of the area.

• Interactive Google location map
• Drive-time with driving route
• Interactive street view
• Address autocomplete for accuracy

Stay On Track with the Job Checklist

Use the Job Estimate Checklist to track all the work that needs to be completed. This digital checklist keeps your job progress organized and ensures you never overlook a task. Mark the estimate as fully completed once all tasks are done.

• Track work yet to be completed
• Keep job progress organized
• No need for paper lists
• Mark estimates as fully completed

Track Job Progress Automatically

WorkQuote automatically tracks the entire lifespan of each job from start to finish. You can view when the job was created, scheduled, completed, and paid. The activity log keeps a history of all actions taken, and you can add private notes that are visible only to you.

• View job workflow history
• Activity log is automatically created
• Private notes only you can see
• View notes across multiple jobs