Features
Everything in Jobmand.
Six areas that share the same customers, projects and people. Each module shows whether it is in every plan, in Pro, or an add-on.
Projects
See how it works- Customers The record every estimate, project and invoice hangs off. Every plan
- Projects Tasks, punch list, files, specs and financials per job. Every plan
- Projects Dashboard Every project on one screen, colored by health. Every plan
- Timeline A Gantt view of projects and tasks. Every plan
- Change Orders Scope changes with approval; updates contract value and deadline. Pro
- Customer Portal A read-only window for your customer, per project. Add-on
Estimates & invoicing
See how it works- Products & Services Your catalog of items, services and rates. Every plan
- Estimates Quotes with online acceptance and a signed PDF. Every plan
- Invoices Payment terms, tax, partial payments and PDFs. Every plan
- Contracts Templates and two-party e-signature with a certificate. Every plan
- Payments Money in and money out, by category and payee. Every plan
- Bank accounts Your own accounts, so every payment says which account the money moved through. Every plan
- Stock Materials on hand per location, receipts and usage, with reorder alerts and automatic deduction when material goes to a job. Pro
- Estimator Multi-item takeoff estimates priced from your own rates. Add-on
- Price Book Your labor and material rates, with bulk adjustment. Add-on
- Wall Canvas Draw walls and place components, with an elevation view. Coming soon
- Bills & Expenses What you owe your vendors and what you paid, with receipts, due dates and the project each cost belongs to. Add-on
- Accounting Chart of accounts, journal entries, balance sheet, P&L and trial balance, derived from your documents, with a closing date and an audit log. Add-on
- Bank Feeds Your bank transactions pulled in, matched to what you recorded or categorized, and a bank-to-book reconciliation. Add-on
Time tracking
See how it works- Timesheets Every logged hour, with approval and rejection. Every plan
- Jobsite QR Codes Printable QR posters; scanning clocks in with a location check. Every plan
- Mobile crew app Tasks, clock, routes and hours on the phone, with offline sync. Every plan
- Employees Staff roster with roles and hourly rates. Every plan
- Timesheet payment Pay approved hours and book the cost to the project. Every plan
Scheduling & routes
See how it works- To-Dos Tasks per project and person, with photos and material expenses. Every plan
- Messages In-app messages with read receipts. Every plan
- Scheduler Drag-and-drop calendar with load per person. Every plan
- Routes & Destinations Multi-stop routes with dispatch and completion. Pro
CRM
See how it works- Leads Inquiries with notes, photos, scoring and a printable PDF. Every plan
- Pipeline A stage board with weighted value and win rate. Every plan
- Follow-ups Calls, meetings and site visits with due dates. Every plan
- CRM Dashboard Conversion funnel, pipeline by stage and pending follow-ups. Every plan
- Campaigns Attribute leads to campaigns and read the return. Pro
Reports & BI
See how it works- Dashboard Open work, money and what needs attention, by role. Every plan
- Reports Standard reports for every module you have: print, PDF and CSV. Every plan
- Business Intelligence (BI) Trends, period comparison, aging and funnels. Add-on
- TV board Rotating boards for the office wall, by revocable link. Every plan
- Roles & Permissions Rights per module by group, with user overrides. Every plan
See your jobs, crews and cash in one place.
Get started on Plus or Pro with a 30-day money-back guarantee, or book a demo first and we will walk you through it.