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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.

1
Job Created

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. JobFlow captures everything you need before the work begins.

  • Quick job creation form
  • Link to customer and property
  • Add line items and pricing
  • Attach documents upfront
Job creation - new job form with customer and property details
2
Scheduled

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. The customer gets an automatic confirmation if you want.

  • Drag-and-drop scheduling
  • Team member assignment
  • Automatic customer notifications
  • Recurring job support
Job scheduling - calendar view with team assignments
3
In Progress

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
Job in progress - mobile view with status updates and photos
4
Completed

Mark it done, capture the details

When the work is finished, mark the job complete. Add final notes, attach completion photos and record any materials used. The job history is preserved forever.

  • One-tap completion
  • Final documentation
  • Line items and costs recorded
  • Certificates and deliverables tracked
Job completed - completion screen with photos and deliverables
5
Paid

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 is viewed and paid.

  • Auto-invoicing option
  • One-click manual invoice
  • Stripe payment links
  • Payment tracking and reminders
Invoice sent - invoice with payment status and Stripe link

See the full workflow in action

Get access to JobFlow and start managing your jobs in minutes.

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