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Operations

The job is finished when it is documented.

Proof of what happened on site, without the text-message archaeology.

Field notes, photos, a completion checklist the customer can actually see, and a sign-off they can approve from their phone. All attached to the job, not scattered across someone's camera roll.

What it does

The capabilities behind Job Tracking & Field Docs.

  • Job board moving from unscheduled to scheduled to in progress to complete
  • Daily, progress, and issue notes logged against the job
  • Photo upload with category, caption, and date
  • Customer-visible completion checklist
  • Sign-off request the customer approves or declines by link
  • Full event history for every status change
How approval-only works

Three steps. Nothing goes live without you.

01
Crew documents as they go
Notes and photos get attached to the job from the field. Issue notes flag problems early instead of surfacing at invoicing.
02
Completion checklist fills in
The items the customer cares about get ticked off. They see the ones you have marked customer-visible; internal notes stay internal.
03
Customer signs off by link
They get a page showing the work, the photos, and the checklist, and they approve or decline. That record stays attached to the job permanently.
Sample outputs

What it actually produces.

Sign-off request
Storrow draft · pending approval
Hi Priya, the work at 22 Elm is complete. Here is the summary with photos and the completion checklist. If everything looks right you can approve it at the link. If not, tell us what is off and we will come back.
Issue note, internal
Storrow draft · pending approval
Found existing water damage behind the vanity, photographed before starting. Not in original scope. Flagging for a change order before we proceed.

Common questions.

See Job Tracking & Field Docs in action.

20-minute demo. We show you what this agent would do against your actual business, live, no slides.