The complete list of everything JobFlow can do, beyond the core features on the main features page.
Create tasks on any job, assign them to team members with due dates, and track completion. View all your tasks or delegated tasks from a central page.
Mention colleagues in comments and task descriptions. They get instant notifications. A central inbox shows mentions, task updates, quote acceptances and payment confirmations.
A three-zone pipeline overview of every job: what's coming up, what's active and what's done. One glance tells you where the week stands; click through to any job.
Save your most-used filter combinations as named views. Switch between them instantly. System views like 'New leads' are built in.
Add industry-specific data fields to your jobs. Configure them once in settings and they appear on every job, including the field staff app.
Create reusable templates with pre-set line items and pricing for your common job types. Fixed, variable and hourly rate pricing supported.
Import customers, sites and jobs from CSV or Excel. Smart duplicate detection, field mapping wizard and one-click rollback if anything's off.
Flip one switch and invoices raise themselves the moment jobs are marked complete, immediate or batched, with Stripe payment links attached.
Set weekly availability windows per customer site. Scheduling and route planning respect these windows so you only book visits when customers are available.
Visual indicators show which leads need attention. See at a glance which jobs are untouched, awaiting reply or need follow-up. Snooze jobs until a specific date.
Accept deposits or full payment before the job starts. Track deposit vs full payment and handle prepaid jobs through to completion.
Field staff can price additional work on site using your price list. Track customer agreement and let the office review and approve extras.
Irish VAT rates built in. GDPR erasure anonymises a customer's personal data on request while keeping the financial records Irish tax law requires. Revenue-ready invoicing and Eircode address lookup.
Download export files ready for Xero, Sage Business Cloud or Sage 50, with Irish VAT rates mapped so your accountant gets clean data.
Jo, the built-in AI assistant, answers your team's questions about how to use JobFlow. Product help on hand whenever anyone gets stuck.
Point your existing website contact form at JobFlow and enquiries become jobs automatically. No Zapier, no new form widget. Configurable field extraction with sender verification.
Get access to JobFlow and start managing your jobs in minutes. 14-day free trial. Card required, cancel anytime, no contracts.
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