Everything about a job, on one page, and done means done.
The customer’s answers and photos, the timeline, the map and every action your team takes, from assign to close. Each job type can require an after photo or a note before it can be closed.
Why it matters
When a job’s history lives in texts, calls and a whiteboard, nobody knows what was done. And “done” sometimes means the crew never made it.
In practice
- A window cleaning company. Storefront jobs require an after photo. The crew can’t mark one done without it, and the customer’s done email shows the clean glass.
- An HVAC company. A technician puts a job on hold, “waiting on a capacitor”, which pauses the response-time clock and tells the customer why.
How it works
Assign
To a technician or a crew; technicians can hand off to each other from the field.
Work it
Status changes, holds with reasons, internal notes and replies to the customer.
Close with proof
An after photo, a note or an on-site step when the job type requires it, then the done email goes out.
Key features
Assign and hand off
Assign to a person or a crew; technicians can pass a job to a teammate.
Statuses with response times
Acknowledged, en route, on site, on hold with a reason (the clock pauses), resolved and closed.
Proof to close
Per job type: require an after photo, a note or an on-site step before a job can be closed.
Close-out form
Each job type asks its own close-out questions; after photos sit beside the before photos.
Replies and internal notes
Canned replies for common answers; public replies email the customer, notes stay internal.
Duplicates and merge
Nearby jobs of the same type are suggested; merging keeps the history and everyone’s updates.
Common questions
Can two people edit at once?
Yes. Every update checks the job’s version, so nobody silently overwrites someone else’s change.
Can an admin close without proof?
Yes, with a reason that is recorded on the job and counted in reports.
Is proof required for every job?
Only where you turn it on. Set a company default and override it per job type.