Jobs & workflows
For work that takes longer than an appointment
Some work is not a slot in a diary — it is a job that moves through stages, collects documents, needs sign-off and eventually gets invoiced. That is what this is for.
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01
A pipeline that matches how you work
Your stages, your names, your order — not a fixed lifecycle borrowed from another trade.
- Build your own pipelines and stages
- Rename Jobs to whatever your business calls them
- Saved views for the slices you check every morning
- Recurring jobs for work that comes round again
02
Nothing forgotten at a stage
Checklists and forms attached to the work, so the detail is captured while it is in front of you.
- Checklists, reusable as templates
- Custom form fields per job type
- Attachments and photos on the job record
- Several parties on one job — who is who is explicit
03
The conversation lives on the job
Replies thread onto the record instead of scattering across inboxes.
- Customer replies land on the job
- Stage-change notifications from templates you write
- Agreements sent and signed against the job
- Job lines roll into the invoice when the work is done
Walkthrough
Your stages, not a lifecycle borrowed from another trade
A job carries its own checklist, forms, attachments and conversation from intake to invoice. What the stages are called, and what order they run in, is yours.
Step 1
Every job, filtered how you actually work
List or Kanban, filtered by pipeline, status, priority, assignee or due date. Saved views keep the slice you check each morning, and the whole list exports. Each row carries its own job number, customer, status and priority.
Step 2
Pipelines you define, with their own statuses and emails
General Jobs, a sales funnel and support tickets can run side by side, each with its own named statuses. The customer emails are templated per status with merge tags, so a stage change tells the customer what you would have told them.
Works with
The parts either side of this one
Everything else
The rest of the platform
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