Job trackerSample Co. · exampleAll in sync
Mon 10:41 AMDW
Dana WhitfieldDeck repair · Spokane Valley
New requestRequest received
Customer and job created, no retyping
Estimate sent to QuickBooks
Draft estimate E-2187
Quote drafted
From site-visit notes, you approve it
Quote signed online
Crew booked for Thursday
Job marked complete
From the crew’s phone
Invoice sent
Same day, $1,860
Paid and closed
Matched in QuickBooks
Estimate didn't reach QuickBooksWatching
“Railing repair” isn't in the product list. This used to fail silently for days.
Fixed. You approved adding it, the estimate synced, and the check now runs on every job.
Days from job done to invoiceWeekly average · made-up numbers
6 days