Jobs

One job. One record. The whole story in one place.

The customer, the address, the work you sold, the price, the crew, the contacts, the photos, the full history. When a homeowner calls asking where their job stands, nobody should have to text the rep, scroll their email, or guess. Open the job and the answer is already there, from the first phone call to the final pier driven.

Full job detail · contacts with roles · work orders · activity log · command search.

Job detail

14-Pier Foundation Lift · Elm Street

CUSTOMER The Harris residence

WORK SOLD 14 push piers

PRICE $28,400

LEAD TECH D. Alvarez +2 crew

OVERVIEW CONTACTS CREW & WORK ACTIVITY

Where the job really lives

A warranty is a decades-long promise. Most companies file it in a drawer and hope.

Here is a normal Tuesday at a foundation company running on the usual patchwork. The estimate is in one tool. The photos are buried in a text thread. The schedule is on a whiteboard. The price the rep actually shook hands on is in his head. The homeowner’s realtor called this morning, but only the rep knows that, and the rep is on his back under a house two counties over.

So the homeowner calls the office with a simple question and the office cannot answer it. They take a message. They chase the rep. He calls back after five. Meanwhile the person spending twenty-eight thousand dollars on their house is starting to feel like nobody is actually running their job. That feeling is how solid companies lose solid work they already sold.

The fix is not one more app to check. It is one record that holds the entire job, so anyone on the team can open it and be completely caught up in about thirty seconds.

The job is the source of truth

Customer, address, work sold, price, crew, contacts, work orders, photos, warranties, and every event that ever touched it. All of it on the job, all of it searchable, none of it stuck in one person’s phone. When the record is whole, the whole office moves faster and the homeowner feels the difference on the very first call.

The full job record

Open a job and you already know the story.

Every job carries its own full detail, not a stub that bounces you somewhere else. The real work, the real price, the real people on it.

Everything the office needs, right on the job

Each job tracks the customer, the property address, the work you sold, the price, the assigned lead technician, the crew riding along, the scheduled dates, and the current status. It is the same record from the first phone call clear through to final payment, so nobody drops the thread in the handoff. Assign a lead tech, add the crew, change the status, and the whole team sees it at once. No more calling the field to ask where a job stands.

Job · custom fields

Foundation type Pier & beam

Crawl height 28 in

Electrical panel NE corner, exterior

Soil at footing Expansive clay

Multiple contacts, one Bill To

A foundation job is rarely just one person

One ticket can pull in a homeowner, a realtor pushing to close, a property manager who controls access to the crawlspace, and an insurance agent covering part of the claim. Generic CRMs make you cram all of that into a single contact and hope it holds. On a job here, you link every person with the role they actually play, and you mark exactly one of them as Bill To, so there is never a question about who gets the invoice. Per-contact text opt-in decides who gets messages, so the realtor is not buzzing every time the homeowner gets an appointment reminder.

The job detail and the booking wizard show the full roster, and the scheduler board shows role badges, so whoever opens the job knows who is who without asking around.

Estimate line · warranty badge

Helical pier, 3.5in shaft

Warranty

Push pier, galvanized

Warranty

Crawl space vapor barrier

Manual add

Work orders & field instructions

What the crew has to do, and proof they did it.

A work order turns a sold job into clear instructions for the field, with a checklist the crew works through and photos they cannot skip past.

Multiple contacts, one Bill To

Written instructions beat a phone call from the truck

Create a work order on the job with a title, a description, the assigned technician, the scheduled date, labor hours, materials notes, and a task checklist. Flag the tasks that require a photo and the crew cannot mark them done without one. That means the pier caps got photographed, the crawlspace got documented, and the before shot exists, because the app would not let anyone move on otherwise. Fewer callbacks, less “I thought somebody else grabbed that,” and a printable PDF for the crews who still like paper on the dashboard.

Work order · checklist

Confirm access & mark utilities

Excavate pier locations Photo

Drive & log piers Photo

Backfill & site cleanup Photo

Job activity log

The whole history, written down without anyone writing it

Every job keeps an audit trail on its Activity tab, and it fills itself in. Status changes record who moved the job and when. Work orders, notes, contracts sent, estimates viewed, payments received, automation triggers, all of it lands on the timeline on its own. Anyone can drop a freeform note too. So when a homeowner calls six months later asking what happened, or a manager wants to know why a job stalled in April, the answer is a scroll, not an investigation. Nobody has to remember. The job remembers for them.

Job · activity

Payment received · deposit System · Jul 22, 4:03 pm

Contract signed Dana Harris · Jul 22, 3:51 pm

Moved to Scheduled M. Lopez · Jul 22, 3:40 pm

Estimate viewed 3 times System · Jul 21

Find any job instantly

Hit command search from anywhere and jump straight to a contact, job, or estimate. No clicking through menus while a customer waits on the line.

Tag jobs by repair type

Label jobs as piering, waterproofing, crawl space, and more, then filter the jobs list and your reports by tag without running separate systems.

Built to connect

The job links to its estimate, contract, invoice, warranty, and field documentation, so the record is whole and every team works from the same page.

The questions owners and schedulers ask

Frequently asked questions

What is actually stored on a job?

The customer, the property address, the work you sold, the price, the assigned lead technician and crew, the scheduled dates, and the current status, plus the contacts, work orders, photos, warranties, and a full activity log. It is one connected record that runs from the first call through the final payment.

Can one job have more than one contact?

Yes. A job can link a homeowner, a realtor, a property manager, an insurance agent, or a custom role, each with their own contact details. Exactly one contact is marked Bill To so the invoice goes to the right party, and per-contact text opt-in controls who receives messages.

How is this different from the pipeline?

The job is the record: everything about one project in one place. The pipeline is how jobs move through your stages. They work together, but this page is about the job itself. For stages, stage gates, and multiple workflows, see pipeline and workflows.

Can we capture details specific to our work?

Yes. Custom fields let you add the details foundation work needs, like foundation type, crawl height, panel location, or soil condition, on contacts, jobs, and work orders. Owners define the fields once and they appear on the record for everyone.

Do work orders make sure photos actually get taken?

They can. A work order has a task checklist, and you can flag tasks as photo-required. The crew cannot mark those tasks done without adding a photo, so the documentation is captured on site instead of reconstructed after the fact. Work orders also export as a printable PDF.

If a customer calls about an old job, how fast can we answer?

Fast. The activity log records every significant event automatically, with who did it and when, so the full history of the job is a scroll away. Command search lets you jump to the job by customer name in seconds, even while they are still on the phone.

Does the job connect to the rest of the platform?

Yes. The job is the hub. It links to its estimate, contract, invoice, warranty, and field documentation, so the same record carries the whole lifecycle. See foundation repair software for how the connected job record ties the platform together.

Can technicians see and update their jobs in the field?

Yes. Field technicians get their assigned jobs on the technician app, complete work order checklists, and capture required photos from their phone, and it works even when the signal is spotty. Bring your field workflow to the demo and we will walk through it.

Sell the warranty with confidence. Back it with a system.

Book a 30-minute demo and watch a warranty get gated, issued as a branded certificate, and set up to transfer at the next sale, all on the same record that ran the job.