The seven-step job

From the first phone call to money in the bank.

Every job in JobWorks365 runs the same path. No spreadsheets in the middle, no app-hopping, no “where did we leave that quote?”

  1. Lead
  2. Quote
  3. Contract
  4. Job
  5. Schedule
  6. Payment
  7. Profit
1 app
Instead of five
7 steps
Same path, every job
$1/mo
Per extra crew member
Step 1

Capture the lead in seconds

A call, a text, a Facebook message — everything lands in one lead list instead of your notes app.

Learn more
  • Share a contact or a message straight from your phone into JobWorks365
  • Every lead keeps its source, address, notes and follow-up date
  • Nothing goes cold — reminders nudge you before the lead does
Step 2

Quote it while you're still on the driveway

Build an itemized quote on your phone, send it before you pull away, and let the customer approve and sign online.

Learn more
  • Line items, taxes and optional add-ons calculated for you
  • Contracts with e-signature so the scope is agreed in writing
  • Approved quote turns into a job with one tap
Step 3

Turn the yes into a job

The job carries the customer, the scope, the milestones, the payment schedule and every file with it.

  • Milestones for each stage of the work
  • Deposits and staged payments set up from day one
  • Photos, permits and receipts attached to the job, not your inbox
Step 4

Schedule the work and the crew

Put the job on the calendar, assign the people, and see who's already booked or away before you commit.

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  • Day, time-block or multi-day assignments
  • Approved time off blocks scheduling automatically
  • Workers get notified the moment something changes
Step 5

Know who's on site

Your crew clocks in from the job site with GPS, notes and photos. You approve the hours before they hit payroll.

Learn more
  • GPS-verified clock in and out with accuracy shown
  • Optional geofence per job site
  • One review queue for every pending shift
Step 6

Invoice and get paid

Send the invoice from the job, take the payment online, and stop chasing the balance by text.

Learn more
  • Deposits, milestone payments and final balances tracked per job
  • Customers pay from their own client portal
  • Overdue invoices surface on your dashboard
Step 7

See what you actually made

Approved hours become labour cost, expenses come off the top, and the job tells you its real profit.

Learn more
  • Automatic gross pay from approved shifts and hourly wages
  • A running ledger of what each worker is owed
  • Payments allocated oldest shift first, so nothing is double-counted

What that looks like on a Tuesday

One morning, one contractor, one app open on the dash of the truck.

7:40 AM

Mike clocks in at the Henderson kitchen. You see the pin drop and the accuracy on your phone.

10:15 AM

A new lead comes in from a Facebook message. You share it into JobWorks365 at a red light.

12:30 PM

Quote sent from the driveway. Signed before you finish lunch.

2:00 PM

Deposit lands. The job moves to In Progress on its own.

4:45 PM

You approve two shifts. Labour cost hits the job automatically.

6:00 PM

Dashboard shows what came in, what went out, and what's still owed.

Run your next job this way

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