Every job, one file

Rooms, items, orders, payments, paperwork and costs, all under one sidemark.

A job file holds one client, one sidemark and one address. Its tabs cover everything: Overview, Items, Rooms, Checklists, Payments, Paperwork, Costs, Files and Activity. Across the top, What happens next names the next action, who usually owns it and the button to press. Stages move on their own as the real work is recorded, from Quoting all the way to Closed.

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The process

The job stages

Every job moves through the same stages, one step at a time, as your team records the real work.

01
Quoting
Rooms, items and prices are added. Every new job starts here.
02
Estimate sent
Every line is priced and the estimate has gone to the client.
03
Approved
The client said yes, recorded in the job or by signing the contract.
04
Deposit paid
Deposits reach the target on Payments.
05
In production
Lines are ordered from vendors or released to the workroom.
06
Ready to install
Everything except the install lines has arrived.
07
Installed
Every line that is not cancelled is installed.
08
Ready to close out
Every Required closeout task is done.
09
Closed
The balance is paid, the costs are closed out and the review is clear.