Jobs & Scheduling

From lead to paid. Every step tracked.

Pipeline your work through stages — new, quoting, servicing, invoicing, closed. Schedule appointments tied to jobs. Nothing falls through the cracks.

What's included

Built to work the way you work.

01

Job pipeline

Every job moves through 6 stages: new, quoting, servicing, invoicing, closed won, closed lost. See exactly where every job stands at a glance.

6 pipeline stages from lead to close
Link jobs to quotes and invoices
Attach to properties and contacts
Job notes and status tracking
02

Appointments

Schedule site visits, service calls, and follow-ups tied directly to the job record. Track status — scheduled, completed, no-show — without losing the context.

Date, time, and duration tracking
Appointment status — scheduled, completed, no-show
Linked to the parent job record
Calendar view across all appointments

Common questions

Good questions deserve straight answers.

What are the job pipeline stages?

Jobs move through six stages: new (lead captured), quoting (estimate in progress), servicing (work underway), invoicing (awaiting payment), closed won (paid and complete), and closed lost (job didn't proceed). You can move a job to any stage manually.

Can one job have multiple appointments?

Yes. A job can have as many appointments as needed — initial consultation, service visit, follow-up, final inspection. Each appointment tracks its own date, time, duration, and status.

Stop juggling jobs in your head.

Every lead, every appointment, every invoice — tracked from one place.

Start quoting free

No credit card. No contract.