A day the office can actually plan.
Put jobs and visits on the schedule, assign your team and see what’s coming. Give the day a starting point everyone can follow.
FOR THE PEOPLE WHO GET IT DONE
GOOD WORK.
LESS CHASING.
The schedule. The next step. The detail nobody should have to ask for twice. Bring the office and the field together in Jobs in Order.
See how it worksBuilt around the job, from the first estimate to the final invoice.
ONE JOB. A CLEAR WAY THROUGH.
- Estimate
- Schedule
- Do the work
- Invoice
01 / A JOB, NOT A JUGGLING ACT
Know what’s next.
Keep everyone with you.
A multi-step install takes more than a slot on a calendar. Keep the visits, tasks and details connected to the job they belong to.
JOBS IN ORDER / WORKFLOW EXAMPLEIllustrative workflow
JOB #1042 · INSTALLATION
Standby generator install
Cedar House · Sample customerTuesday’s plan
2 visits · one jobSITE PREPCheck the pad & confirm access
Alex + Sam · Installation team
INSTALLATIONSet the generator
Alex + Sam · Installation team
The visits have a place on the calendar. The details stay with the job.
Installation tasks
1 of 3 complete- Confirm equipment on site
Complete · Alex
- Set and secure generator
To do · Alex
- Add installation photos
To do · Sam
A clear next step, without another call back to the office.
Notes & job details
Shared contextJMJordan · Office8:15 AM
Use the side gate for equipment access. Customer asked us to keep the driveway clear until 9.
Site prep notes
NOTEKeep the handoff with this job
Less searching through messages. More context for the person on site.
02 / LESS BACK AND FORTH
One place for
“where are we on this?”
A next step the crew can find.
Break the work into job segments and tasks. Keep the prep, the installation and the follow-up connected without flattening everything into one long note.
Details that stay with the work.
Keep job notes, photos and customer details close at hand. Pick up the conversation where the last person left it, then carry the job through to an invoice.
03 / MADE FOR WORK THAT MOVES
For the office.
For the truck.
For the whole job.
Installation and service teams don’t do all their work behind a desk. Your job details shouldn’t be stuck there either.
From a quick service visit to an installation with several stages, Jobs in Order gives the people coordinating the work and the people doing it a shared place to start.
A few things to knowTHE PRACTICAL QUESTIONS
Before you head out.
Can I try Jobs in Order today?
We’re working with a small group of teams during our private rollout. Existing members can sign in with their assigned account.
Does it work in the office and on a phone?
Jobs in Order runs in a web browser, with views for desktop and mobile. You’ll need an internet connection to use the app.
What can I keep together?
Customers, estimates, scheduled jobs and visits, job segments, tasks, notes, photos and invoices. The example above shows an illustrative installation workflow, not a live customer’s information.
Can one job have several visits?
Yes. Use job segments to organize stages of work and schedule visits for the people doing them. Keep the preparation, installation and follow-up connected to the same job.