All Features
The complete list of everything JobFlow can do, beyond the core features on the main features page.
Tasks & Assignments
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.
@Mentions & Notifications
Mention colleagues in comments and task descriptions. They get instant notifications. A central inbox shows mentions, task updates, quote acceptances and payment confirmations.
Board View
See all your jobs as a visual Kanban board grouped by status. Staleness indicators highlight jobs that need attention. Collapse empty columns and click through to job details.
Saved Views
Save your most-used filter combinations as named views. Switch between them instantly. System views like 'New leads' are built in.
Custom Fields
Add industry-specific data fields to your jobs. Configure them once in settings and they appear on every job, including the field staff app.
Job Templates
Create reusable templates with pre-set line items and pricing for your common job types. Fixed, variable and hourly rate pricing supported.
Bulk Data Import
Import customers, sites and jobs from CSV or Excel. Smart duplicate detection, field mapping wizard and one-click rollback if anything's off.
Auto-Invoicing
Automatically generate invoices when jobs are marked complete. Configurable per job type. Immediate or batched with Stripe payment links.
Site Availability Windows
Set weekly availability windows per customer site. Scheduling and route planning respect these windows so you only book visits when customers are available.
Contact Tracking
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.
Prepayments & Deposits
Accept deposits or full payment before the job starts. Track deposit vs full payment and handle prepaid jobs through to completion.
Add Extra (On-Site Pricing)
Field staff can price additional work on site using your price list. Track customer agreement and let the office review and approve extras.
GDPR & Irish Compliance
Irish VAT rates built in. GDPR customer erasure permanently anonymises data on request. Revenue-ready invoicing and eircode address lookup.
Accounting Software Export
Export reports in Xero, Sage Business Cloud or Sage 50 CSV format. Hardcoded Irish VAT rate mapping so your accountant gets clean data.
AI Help Bot
Built-in AI assistant to help your team find answers and get things done faster within the app.
Webform Integration
Automatically create jobs from your website's contact form emails. Configurable field extraction with regex matching and sender verification.