Customers, jobs & scheduling

Add customers manually, or let them arrive automatically from your booking site and intake forms. Each customer keeps a full history — jobs, quotes, invoices, payments, and messages — in one timeline.

Create a job to schedule work: pick the customer, set the date/time, and add details. Jobs move through clear statuses (draft → scheduled → in progress → complete), and the changes are validated so a job can’t skip a step.

Jobs created from a booking or an accepted quote carry their details across automatically — no re-typing.

The Schedule view shows upcoming work so you can see the day at a glance and assign crew. Crew see their assigned jobs on the mobile app.