Trades Workflow feature

Job Management Software for Contractors

Turn calls into organized jobs with priorities, trade details, site notes, and clear next steps.

What it does

Jobs organize the request before it becomes field work. Capture the customer, service location, trade, issue, priority, source, promised window, and office notes.

Why contractors need it

A clean job record keeps intake from becoming a vague note. It gives dispatch, technicians, and billing the same source of truth from the first call.

Example workflow

Instead of writing 'AC not working' in a text thread, the office captures no-cool, upstairs unit, access notes, dog on site, membership customer, and requested arrival window.

What to expect

• Structured intake
• Customer and site context
• Priority and source tracking
• Ready to convert into work orders

Related product areas

Work order software | Contractor dispatch software | Field technician app | Field service software pricing