You got the job. Now keep it on track.

Win the job. Skip the duplicate work.

You've already prepared the estimate. When the customer says yes, turn it into a linked job with the important details carried over, instead of starting from scratch.

The customer and site come with it.

Carry over customer information, job title, location, and job type from the estimate without entering them again.

Your quoted value and notes carry forward.

The estimate total becomes the job's contract amount, and internal notes carry into the job record. Review the details before moving ahead.

The original estimate stays connected.

Keep the itemized estimate linked to the job so you can refer back to what was originally quoted.

The details move forward. The original estimate stays with the job.

See the big picture. Get straight to the job.

Use Jobs to find and review individual jobs. Open Operations View for a wider view of recorded progress, assignments and upcoming work.

Find the work that needs attention.

Search Jobs and filter by status and dates. Review start and due dates, timing indicators and recorded phase progress, then open the job you need.

See what's happening across your jobs.

Review active job progress, assignments, recent Job Work Log entries and upcoming deadlines in Operations View. Available sections also include open Work Orders.

Get straight to the details.

Open individual jobs from progress and deadline entries. Choose which Operations View sections you see and arrange their order to keep the information you use within reach.

When questions come up, have the answers ready.

Open the job for customer and site details, instructions and the records behind the work, so your team can answer questions with the right information in front of them.

Customer and site information

Find customer details, the site address, job type and dates in the job record. Use job notes for instructions and details your team needs to refer to.

Photos and attachments

Keep job photos, documents and other files in Attachments, associated with the correct job so they are easy to find again.

Timeline and recorded activity

Review related estimates and assignments, Job Work Log entries, and invoices. Use Timeline and Daily Report to follow recorded activity, with visibility based on your account's permissions.

Keep the job's working history within reach.

Not every job looks the same.

From one-time service calls to recurring work, JobAxis helps you organize the details and keep track of what's been done.

Work Orders

Capture service requests, organize customer details and priorities, assign follow-up, and convert requests into estimates or jobs when ready.

Recurring Jobs

Set up repeat work, define the schedule, and generate upcoming job visits without rebuilding the agreement each time.

Job Work Log

Record who performed the work, when it happened, and what was done. Review those details directly from the job.

Features and availability vary by plan. Compare plans to see what's included.

A few practical questions.