One job, start to finish
Every job writes its own history
Scheduled, rescheduled, assigned, visited, finished, reviewed. Nobody has to remember who moved Thursday's visit or where the permit went — the job knows.
- Whatever your work is calledA job is not just a worksite. Bookings, projects, service calls, seasons of maintenance — anything with a customer and a date.
- Visits, not just a start dateSchedule as many visits as the work needs, each with its own crew, around real staff hours and time off.
- Assignment is accessViewer, Editor or Admin per job, and a separate say over who may mark the work finished.
- A page you can shareSend your customer a link to the job instead of answering the same question five times.
- Nothing goes unrecordedEvery schedule change, assignment and update is written down with who did it and when.
Job #J-318 · Deck rebuild, 412 Maple St · figures illustrative
Job #J-318 activity
CompletedJob created from Quote #1042
Mar 4, 11:22 AMMade straight from the accepted quote, so the customer, the site address and the priced work were already filled in. Linked to Dana Whitfield's customer record.
- Quote #1042 attached
- On the customer record
Job #J-318 · $4,619.13 of work
Files uploaded to the job
Mar 4, 2:10 PMDeck drawing, the city permit and the before photos. Everyone assigned can see them, on site, without phoning the office.
- permit-2026.pdf
- 6 site photos
- deck-plan.pdf
Crew assigned
Mar 5, 8:02 AMMarc as Admin, Priya as Editor so she can log visit updates, and the apprentice as Viewer. Assignment is what grants access — nobody sees jobs they are not on.
- Admin
- Editor
- Viewer
Three visits scheduled
Mar 5, 8:14 AMDemolition Monday, framing Tuesday and Wednesday, decking Thursday. Chronly scheduled around Marc's booked time off and the crew's work hours.
- Works with staff hours
- Respects time off
Next visit · Mon Mar 9, 8:00 AM
Share link sent to the customer
Mar 5, 8:20 AMDana got a public job page — no login — showing the schedule, progress and the documents chosen to share. Four fewer "any update?" phone calls.
- Public job page
Visit rescheduled · rain
Mar 8, 6:41 PMMoved Monday to Tuesday from a phone at the shop. The calendar, the crew and the customer's shared page all updated at once, and the change is on the record with who made it.
Visit update logged by Priya
Mar 10, 4:35 PMFraming done, one joist replaced, photos attached. Notes are written at the visit rather than reconstructed on Friday.
- Progress photos
Invoice #2210 attached
Mar 12, 9:05 AMThe invoice for the work sits on the job beside the quote it came from, so the money and the work are never in two different apps.
- Invoice #2210
- Deposit applied
Balance · $3,464.35
Marked finished by the crew
Mar 19, 3:12 PMPriya flagged it done from site. Only people you have given that permission can, so "finished" still means what you want it to.
- Per-person permission
Completed · feedback requested
Mar 19, 5:40 PMYou closed it out and Chronly asked Dana how it went. Her five-star answer can be turned into a public review that keeps working for you.
- Feedback request
- Review invite
5 out of 5 · Mar 20