From first call to final payment
JobFlow handles every step of your job lifecycle. Here is how a job moves through the system, from creation to getting paid.
Every job starts with a few details
Create a job from an enquiry, a partner submission, or scratch. Add the customer, property, job type and any notes. From then on the job shows where it's at and the one thing to do next.
- Quick job creation form
- A next step on every job from day one
- Link to customer and property
- Add line items and pricing
- Attach documents upfront
Assign it to your calendar
Drag the job onto your calendar or assign it to a team member. Set the date, time slot and duration. Send the customer a booking confirmation in one tap, and switch on day-before reminders to have those go out by themselves.
- Drag-and-drop scheduling
- Team member assignment
- One-tap booking confirmations, day-before reminders
- Recurring job support
Track it from start to finish
Your team checks in when they arrive and updates progress as they work. You see real-time status without needing to call. Add photos and notes from the mobile app.
- Check-in and check-out
- Real-time status updates
- Photo and note capture
- Comments and task updates
Mark it done, capture the details
When the work is finished, mark the job complete. Add final notes, attach completion photos and add any chargeable extras and materials to the invoice from the doorstep. The job history is preserved forever.
- One-tap completion
- Final documentation
- Chargeable extras added from the doorstep
- Certificates and deliverables tracked
Invoice automatically or with one click
Generate an invoice the moment the job is marked complete, automatically or manually. Send it with a Stripe payment link and track when it's paid. The status updates itself the moment the customer pays.
- Auto-invoicing option
- One-click manual invoice
- Stripe payment links
- Payment tracking and reminders
Turn a one-off job into a plan customer
The best jobs are the ones that come back. When the work is done, offer the customer a Care Plan: visits schedule themselves, plan invoices raise themselves, and a plan never renews at a new price without notice.
- One steady price, visits only in the months you work
- Plan invoices raise themselves each period
- Visits capped by what the plan includes
- At least 14 days' notice before a renewal at a new price
That's the job. Sorted.
See the full workflow in action
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