STEP 01
Open the complete job
Review contacts, custom fields, dates, tasks, drawings, files, estimates, invoices, payments, work orders, and current job history.
Carry the working job with you: communication, reports, tasks, custom data, money, files, field work, and progress.



Why it matters
For owners, project managers, installers, field measurers, and delivery teams working away from a desk.
A customer or shop question arrives while the project manager is away from the desk.
Internal updates and customer communication split across calls, texts, and personal inboxes.
Tasks, reports, custom job facts, invoices, and payment status are treated as desktop-only information.
Field notes, photos, progress, and hours return to the office late or without job context.
How it works
STEP 01
Review contacts, custom fields, dates, tasks, drawings, files, estimates, invoices, payments, work orders, and current job history.
STEP 02
Read and send customer email, follow the job conversation, share files, and keep internal updates available to the people responsible for the work.
STEP 03
Handle assigned tasks and events, open reports, review job and payment status, receive alerts, and act without returning to a desktop.
STEP 04
Complete work-order phases and checklists, add notes, mark up photos, update progress, record payments, and apply hours to the job. Shift clock-in remains on the shop-floor kiosk.
Questions buyers ask
No. Owners, project managers, field measurers, delivery teams, and other authorized users can work with jobs, communication, tasks, reports, files, financial documents, payments, work orders, and field updates.
Yes. Authorized users can work with job communication and customer email from the mobile workflow so the conversation stays connected to the job.
Yes. The native app includes reporting surfaces and job details, including supported custom fields, so important shop-specific information is available away from the desk.
Yes. Installers can review assigned work, complete phases and checklists, add notes, capture and mark up photos, update progress, and apply hours to the job.
Yes. Hours recorded or applied to the install work order stay connected to the job, giving the office actual install labor for costing and review.
See it in action