Jobs & clients
The scope, the people, and the next step. Keep customer records and work history with the job.
Explore job managementJobFlow Every job, moving forward.
Your service business.
Made simpler.
From the first estimate to the final payment. One connected workspace for your service business.
Early access is invitation-based. Joining the list does not create an account.
Your work, moving forward
From the next visit to the final payment.
AM
HVAC maintenanceOakridge Residence · 9:00 AM
ScheduledJL
Kitchen plumbingSarah Mitchell · 11:30 AM
In progressA connected way to work
Everything a job needs.
Exactly where you need it.
Keep the details together, from the office to the next customer handoff.
Scheduling & dispatch
Plan the crew and assign visits on Go. See how the day is moving with live dispatch on Flow.
Explore schedulingEstimates & invoices
Agree on the work, get approval, and turn finished work into a clear invoice.
Explore estimates & invoicesClient Hub & messaging
Give customers a secure link to approvals and invoices. Client messaging starts on Flow.
Explore Client HubConnected payments
Accept online payments through Stripe or Square. Provider setup, terms, and transaction fees apply.
Explore paymentsFollow-up automation
Keep estimates and unpaid invoices moving with timely follow-ups. Included in Go.
Explore automationJOBFLOW · ESTIMATE #1042
A clear scope.
A simple next step.
Prepared for Oakridge Residence
- Seasonal maintenance
- $950.00
- Materials & supplies
- $300.00
- Estimate total
- $1,250.00
Illustrative estimate · Sample data
Less chasing. More clarity.
From “Can you help?”
to a job well done.
Agree on the work. Plan the visit. Keep the crew informed. Send the invoice. Follow one job through before moving your whole business.
- Clear estimates
- Crew assignments
- Secure Client Hub
- Connected billing
Office to crew
A plan everyone can follow.
Review scheduled work and crew assignments on Go. Flow adds live dispatch and client messaging.
See scheduling detailsWork to payment
Finish the handoff.
Send invoices and accept online payments through a connected provider. Provider terms and fees apply.
See the payment workflowMobile field app
More ways to take work with you.
Coming soonThe mobile field app is coming soon. Explore the responsive web workspace through the current signup process.
Explore customer access03 / About JobFlow
Built around the everyday handoffs of a small service business: agreeing on the work, organizing the day, and keeping the customer informed.
Keep customer context
Keep customer records and work history in the workspace where you organize jobs.
Make approval easier
Customers can review estimates through secure-link access without a separate customer login.
Choose your workflow
Begin with Go’s core workflow. Go includes follow-up automation. Compare Flow for live dispatch and messaging.
A plan for your next chapter
Simple plans.
Room to grow.
JobFlow plan
Go
Core workflow for solo operators and small crews.
$29/moBilled monthly
What’s included
- Jobs, invoices & estimates
- Schedule planning & crew assignments
- Client Hub — no client login required
- Follow-up automation
- Stripe & Square payments
- Mobile app (iOS & Android) — coming soon
- Email support
Recommended
Flow
For growing teams that need live dispatch and control.
$59/moBilled monthly
What’s included
- Everything in Go
- Employee management & roles
- Live dispatch board & messaging
- Price Book & service catalog
- Custom branding
- Priority support
JobFlow plan
Max
Reporting for teams reviewing their work and revenue.
$89/moBilled monthly
What’s included
- Everything in Flow
- Reporting
- Revenue & job analytics
Compare current plan details before choosingPayment-provider fees and terms apply
Start with a real job
Bring your workflow.
Build from there.
Before moving the whole business, walk through the work you do every day.
Explore getting startedReview the fit
Compare the current features and plans against the jobs your team handles.
Set up the essentials
Prepare your business details, customer information, and the people who will use the workspace.
Follow one job through
Try an estimate, customer response, schedule, and invoice before expanding your process.
Before you get started
A few practical
questions.
Talk through your workflow Who is JobFlow for?
JobFlow is built around owner-operators and small service crews who need estimates, customer records, scheduling, invoicing, and payments. Explore the industry pages to assess your workflow.
Can I sign up today?
Access is currently invitation-based. Joining the early-access list does not create an account or guarantee an invitation date. Request Early Access.
Does my customer need a separate login?
Client Hub uses secure-link access so customers can review estimates and invoices without creating a separate customer login. Explore Client Hub.
Which plan includes dispatch and automation?
Go covers the core workflow, including scheduling. Follow-up automation is included on Go. Live dispatch and client messaging start on Flow. Compare the current plan details.
Is the mobile app available?
The mobile field app is coming soon. The mobile illustrations on this page are previews. Explore the web workspace through the current signup process.
Can I accept online payments?
Online payments use a connected payment provider. Provider setup, terms, and transaction fees apply. See the supported payment workflow.
Every job, moving forward.
Make the next handoff
a clearer one.
Explore the workflow, compare the plans, and take the next step for your business.
Invitation-based early access. Joining the list does not create an account.
05 / Talk with JobFlow
Tell us where work gets complicated.
We’ll learn how your team operates, answer your questions, and help you choose the clearest next step.
Share your workflowTell us about your team, customers, and current tools.
Get a useful answerWe’ll review your question and follow up using your work email.
Move at your paceNo pressure—just clear information for your decision.
Your information stays private and is only used to respond to your request.
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