Features

Everything in Jobmand.

Six areas that share the same customers, projects and people. Each module shows the plan it starts in.

  • Customers The record every estimate, project and invoice hangs off. Starter
  • Projects Tasks, punch list, files, specs and financials per job. Starter
  • Projects Dashboard Every project on one screen, colored by health. Starter
  • Change Orders Scope changes with approval; updates contract value and deadline. Plus
  • Timeline A Gantt view of projects and tasks. Plus
  • Customer Portal A read-only window for your customer, per project. Pro

Estimates & invoicing

See how it works
  • Products & Services Your catalog of items, services and rates. Starter
  • Estimates Quotes with online acceptance and a signed PDF. Starter
  • Invoices Payment terms, tax, partial payments and PDFs. Starter
  • Contracts Templates and two-party e-signature with a certificate. Plus
  • Payments Money in and money out, by category and payee. Plus
  • Estimator Multi-item takeoff estimates priced from your own rates. Pro
  • Price Book Your labor and material rates, with bulk adjustment. Pro
  • Wall Canvas Draw walls and place components, with an elevation view. Pro

Time tracking

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  • Timesheets Every logged hour, with approval and rejection. Every plan
  • Jobsite QR Codes Printable QR posters; scanning clocks in with a location check. Every plan
  • Mobile crew app Tasks, clock, routes and hours on the phone, with offline sync. Every plan
  • Employees Staff roster with roles and hourly rates. Starter
  • Timesheet payment Pay approved hours and book the cost to the project. Plus

Scheduling & routes

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  • To-Dos Tasks per project and person, with photos and material expenses. Every plan
  • Messages In-app messages with read receipts. Every plan
  • Scheduler Drag-and-drop calendar with load per person. Plus
  • Routes & Destinations Multi-stop routes with dispatch and completion. Plus
  • Leads Inquiries with notes, photos, scoring and a printable PDF. Plus
  • Pipeline A stage board with weighted value and win rate. Plus
  • Follow-ups Calls, meetings and site visits with due dates. Plus
  • CRM Dashboard Conversion funnel, pipeline by stage and pending follow-ups. Plus
  • Campaigns Attribute leads to campaigns and read the return. Pro

Reports & analytics

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  • Dashboard Open work, money and what needs attention, by role. Every plan
  • Reports Standard and custom reports: print, PDF and CSV. Pro
  • Analytics Trends, period comparison, aging and funnels. Pro
  • TV board Rotating boards for the office wall, by revocable link. Every plan
  • Roles & Permissions Rights per module by group, with user overrides. Every plan
  • Custom translations Rename any label to match how your company talks. Pro

See your jobs, crews and cash in one place.

Start a 7-day trial on any plan, or talk to us first and we will walk you through it.