ONE CONNECTED WORKSPACE

Everything behind the job.
Moving together.

Find the work. Price it with confidence. Keep the crew, the plans, and the numbers on the same page.

Explore the demo Talk about your workflow

Early working preview · No card required

Win the workRequests → estimates → proposals Run the jobPlans → people → progress Know the numbersPurchasing → costs → invoices Connect the businessCustomers → context → decisions

EXPLORE THE PLATFORM

Built around the work
you do every day.

Explore working preview capabilities and the field-service tools on our roadmap. Every feature shows its current availability.

32 features

01

Win the work

Working preview

Opportunities & leads

Keep incoming work, scope, and bid dates in one pipeline.

Explore feature

Working preview

Estimates & proposals

Turn labor, materials, and scope into a proposal you can stand behind.

Explore feature

Working preview

Plans & documents

Give every drawing, revision, and job document a home.

Explore feature

Working preview

Digital takeoff

Measure a plan and carry reviewed quantities into your estimate.

Explore feature

Working preview

Trade bids & subcontractors

Compare trade scope, record bids, and keep the award with the job.

Explore feature

Service contracts

Planned agreement, renewal, and maintenance coverage tools.

Explore feature

Online booking

A planned customer booking experience connected to available visits.

Explore feature

02

Run the job

Working preview

Work order management

Turn a request into an assessment, a visit, and a clear next step.

Explore feature

Working preview

Scheduling

Plan visits, assign work, and spot schedule conflicts.

Explore feature

Working preview

Crew dispatch

Plan the day and week with assignments, visit capacity, and conflict checks.

Explore feature

Working preview

Project management

Keep tasks, field reports, selections, and changes with the project.

Explore feature

Working preview

Mobile field workspace

Use a responsive workspace for job details and field reports.

Explore feature

Working preview

Time & labor

Review recorded hours and connect approved labor to job cost.

Explore feature

Working preview

Inventory management

Know what is in the shop, on the truck, and at the jobsite.

Explore feature

Working preview

Asset management

Keep equipment details, assignments, and maintenance together.

Explore feature

Working preview

Forms & checklists

Build reusable inspection forms and keep completed answers with the job.

Explore feature

Fleet & location intelligence

Planned location and vehicle context for field operations.

Explore feature

Working preview

Offline field drafts

Keep an internal field-report text draft on the device until you reconnect.

Explore feature

Working preview

Photos & field documentation

Keep job files and field reports with the work they describe.

Explore feature

03

Know the numbers

Working preview

Invoice management

Prepare invoices and keep a clear record of the outstanding balance.

Explore feature

Online payments

An implemented USD card-checkout integration connected to invoice records.

Explore feature

Working preview

Job costing & profitability

See actual costs, open commitments, and projected margin together.

Explore feature

Working preview

Purchasing & vendor bills

Connect purchase orders, partial bills, and vendor settlements to jobs.

Explore feature

Working preview

Reporting & business overview

Bring job progress, schedule, and recorded money into view.

Explore feature

04

Connect the business

Working preview

Customer management

Keep customers, crews, and subcontractors in a shared directory.

Explore feature

Working preview

Customer collaboration

Explore focused job views and scoped change-order decisions.

Explore feature

Working preview

AI assistance

Prepare job updates and follow-ups with a person in control.

Explore feature

Customer email & SMS

Review customer messages and keep provider submission records with the job.

Explore feature

Workflow automation

Planned configurable rules and approvals around your way of working.

Explore feature

Integrations & data

See the direction for accounting, calendars, and outside tools.

Explore feature

AI agents & voice

A planned expansion from reviewed drafts into deeper operational assistance.

Explore feature

Roles & enterprise access

A planned expansion of company access, identity, and administration.

Explore feature

CONSTRUCTION IS IN THE DETAILS

More than the next
service visit.

Some jobs take a morning. Others take a dozen trades, three drawing revisions, and a very patient customer. Jobflow connects the details on both sides of the work.

Plans & revisions Digital takeoff Trade bids & awards

JOBFLOW WORKSPACEILLUSTRATIVE PREVIEW

Project overview

Oak Street addition

JF

Residential project · Sample company

OverviewWorkFinancials

PROJECT VALUE$48,000

NEXT MILESTONERough-in

Project progress62%

✓

Scope & estimate

02

Schedule & crew

03

Costs & invoices

Illustrative records · Product in development