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Job Management Board

Every job, one board — from new lead to funds released.

A Kanban board and sortable list view of every job across your business — marketplace and your own direct customers, side by side. Drag a job forward as it moves, or switch to a list with filters and CSV export.

Job Management Board screenshot

See your whole pipeline at a glance

  • Columns for every stage — New, Accepted, Scheduled, Active, Completed, Invoiced, Paid — marketplace and direct jobs together
  • Switch to a sortable list view with filters by technician, customer, and date range
  • A "Direct" tag distinguishes your own jobs from marketplace leads at a glance

Log a job in seconds

  • Log a direct job straight from the board — client name, category, address, and you're quoting within a minute
  • Save an incomplete job as a draft and finish it later — nothing lost
  • Every job carries a stage stepper showing exactly what's next

Built for a growing team

  • Filter by technician or customer name to find what you need fast
  • Export the full job list to CSV for your own records or accountant

Free

No monthly fee. No setup cost. Use it whether or not you ever take a marketplace lead.

Get started free

See the full how-to guide →

Customer profile