Complete Job Tracking

Keep every project on track from start to finish. Centralize all job information, files, and communications in one place.

Everything in One Place

From initial quote to final invoice, track every aspect of your jobs with ease.

Centralized Job Information

  • Complete job details and descriptions
  • Customer and site information
  • Automatic job numbering system
  • Job type classification (Installation, Service, etc.)

Progress Tracking

  • Real-time status updates (Pending, In Progress, Completed)
  • Team assignment and responsibility tracking
  • Calendar integration for scheduling
  • Milestone and checkpoint tracking

Document & File Management

  • Upload and store job-related files and photos
  • Before and after photos
  • Technical drawings and blueprints
  • Contracts and legal documents

Financial Overview

  • Real-time job profitability tracking
  • Cost tracking and expense management
  • Quote to job conversion tracking
  • Budget vs actual comparisons

Streamlined Job Workflow

Follow a proven workflow that takes you from quote to completion.

1

Create from Quote

Convert accepted quotes into jobs with a single click, preserving all details.

2

Schedule Work

Assign team members and schedule work directly from the job page.

3

Track Progress

Update status, add notes, and upload photos as work progresses.

4

Complete & Invoice

Mark complete and generate invoices automatically from job details.

Seamless Integration

Jobs work seamlessly with all other WorkBookPro features.

Quote Integration

Create jobs directly from accepted quotes with all pricing and details intact.

Calendar Sync

Schedule job events and update progress directly from your calendar.

Invoice Creation

Generate invoices automatically from completed jobs with one click.

Keep Every Project on Track

Never lose track of job details again. Centralize everything and keep your projects moving forward.