The job
Job management
One job file. Proposal, planning, execution, closeout, and the warranty period — where it stands and what it costs.
The job is the record. The estimate, the contract, the schedule, the daily logs, and the cost sit on that file instead of in four logins.
Phases tell you where you are: proposal, planning, execution, completed, warranty. You open one page and you can answer a client without hunting a folder.
- Job file
- The papers, the cost, and the photos for this address, together.
- Phases
- Proposal, planning, execution, completed, warranty. The job moves. The file stays.
- Job cost
- What you sold and what you have spent, on the same page as the schedule.
- Closeout
- What is still open after turnover stays on the job, not in last fall’s texts.