Nine steps, and the crew only touches four of them.
This is the real sequence a job moves through. Each step names who is doing it, because the answer changes and that is the part most software gets wrong.
Estimate
Book a visit to go and look at the work. If the date entered has already gone past, or lands in the next hour, the app says so before it saves — a mistyped year is the most common way a job disappears.
Quote
Line items written on site or back at the office. The homeowner gets a link that opens to your business name and your logo. They accept it themselves — no chasing a signature.
The accepted quote becomes a job
Nothing gets retyped, and the work that was sold is the work that lands on the schedule.
Schedule the crew and the kit
Pick the days. Assign the crew. Book machines per day, because a two-day removal usually needs the lift on the first day and the grinder on the second. The app warns on a clash, a machine in the shop, or a date already past — and then lets you do it anyway, because you know something it doesn't.
Work order on site
Mid-job, after the before photos, the crew opens the scope of work: exactly what was sold, in the words it was sold in. No prices on it. It is cached on the phone, so it opens down a lane with no signal.
Before and after photos
Two taps at each end of the job. These are the raw material for everything that follows.
Invoice
One tap. The invoice assembles from the agreed quote, and the crew never sees or types an amount. It goes to the customer by email with a card link, or gets marked as cash or check if that is how it was settled.
Review request
Sent while the job is fresh, which is the difference between a review and a good intention.
Google Business Profile post
A draft is written from the job — the work done, the photos, the general area. You read it, edit anything, and publish. Nothing reaches your profile that you have not looked at. What goes on a post, and what never does.
Everyone sees their own job, and nothing else
Four roles, and each one opens to a different app. The owner sees the business. A salesperson sees the estimates and quotes they wrote. A crew lead sees the jobs their team is booked on. Crew see today.
That is not a preference screen you have to set up. It is how the app is built, enforced on our server rather than hidden on the phone — so a screen a person should not see is a screen their phone was never sent.
Next
See what this looks like from the passenger seat in For the crew, or book a call and we will walk one of your own jobs through it.