Job and project management

Every job tracked from quote to invoice.

A build that tracks each job through its stages, from accepted quote to invoice sent. Checklists for the work, photos and sign-off captured on site from a phone, and one screen showing where every job is right now.

Get your free plan Three sizes

The standard size takes: Four weeks
You own: The system and every job record, in your accounts
Runs monthly: Only if you choose to pay monthly

No figure appears on this page. Your free plan comes back with the price of every size, and with what the whole job costs together.

What it is

Jobs rarely fail in the middle. They fail at the handovers: the quote that was accepted and never scheduled, the job that was finished and never invoiced, the variation that was agreed on site and never written down. Stages with an owner at each one are what close those gaps, because the next step always belongs to somebody.

Capturing the work on site is the other half. Photos, checklists and a signature taken at the time turn into the evidence for the invoice, the answer to a dispute, and the record for a warranty claim two years later. It costs the crew a minute and it settles arguments that otherwise cost a day.

This is for you if

Jobs slip between quote, schedule and invoice
You ring the crew to find out whether a job is done
Invoicing waits days because nobody knows what was finished
A dispute about what was done comes down to two memories

One of these is usually enough. If none of them is true, this is not the first thing I would build for you, and the plan will say so.

Why it comes where it does

Jobs do not usually fail in the middle. They fail at the handovers, between quoting and scheduling and invoicing, where nobody owns the next step.

Nothing has to be built before this one, so it can be the first thing you do. Your free plan still puts it in order against everything else you are considering.

Worth knowingCan be built as its own system or inside the CRM, so jobs sit against the customer they belong to.

Three sizes, by scope

The sizes differ by how much is in them, not by how well it is done. Start at the size that matches the business today; moving up later is normal.

The Essentials

Every job at a known stage.

Jobs with your stages and an owner at each one
One screen showing where every job is right now
Accepted quotes becoming jobs without retyping
Written documentation

Two weeks

The usual choice

The Standard

The site and the office on the same record. Most businesses choose this.

Everything in the size before, plus:

Checklists, photos and customer sign-off captured on a phone
Variations recorded at the time, with a note and a photo
Invoicing from the completed job, with the evidence attached
Training for the office and a session with the crew

Four weeks

The Works

Job costing and the whole picture.

Everything in the size before, plus:

Labour and materials costed against each job
Margin per job reported, not guessed at the end of the year
Built inside your CRM, so jobs sit against the customer
A monthly report on jobs completed, time taken and margin

Six weeks

The figure for each of the three sizes is not published here, because it depends on what else you are building at the same time. Build your free plan and the figure for each size comes back with it, along with what the whole job costs together.

How it is built

01
I follow a job through your business from accepted quote to paid invoice, and note every handover.
02
I agree the stages with you, who owns each one, and what has to be true before a job moves on.
03
The build: jobs, stages, checklists, and the screen that shows where everything is.
04
The site side: photos, sign-off and variations captured from a phone.
05
Invoicing from the completed job, with the evidence attached.
06
Written documentation, training for the office and a short session with the crew.

Before you decide

Three things people get wrong.

They sayThe crew will not use it.

They will if it is faster than the paperwork it replaces: a few taps and two photos on a phone they already carry. Crews reject systems that ask for typing, not systems that remove it.

They sayWe need a CRM before we can do this.

No. It runs on its own, and it can be built inside the CRM later so jobs sit against the customer. Neither order wastes the work.

They sayOur jobs are all different, so stages will not fit.

The stages are yours, and different job types can have different ones. What stays the same is that every job is at a known stage with a known owner.

Your options

The alternatives, side by side.

Doing it yourself and hiring it out are both real answers. Here is how the three compare on the things that actually decide it.

Slide the table sideways to read every column.

Option	What it costs	What you own	Time	Outcome
Keep doing it by hand	Jobs that stall at handovers, and invoices sent late	Nothing new	Now	Phone calls to find out where things are
Hire a job coordinator, or subscribe to job software	A salary plus leave, or a per-user fee that grows as you hire	A person who can leave, or a tool you rent and fit into	Weeks to hire, or months to fit your process to the software	Tracked, at a cost that rises with the team
This build	One build, or a monthly fee	The system and every job record, in your accounts	Four weeks	Every job at a known stage, evidenced, invoiced on the day

In practice

The job, visible from the office

Every accepted quote becomes a job with stages and a checklist. The crew tick off the work on a phone, photograph what they did and get the customer to sign on the screen. The office sees the job move without ringing anyone, and the invoice goes out that afternoon with the photos attached.

Straight answers

Questions I get asked about this.

01Does it work on a phone with no signal?

Yes. The site app holds what the crew entered and sends it when the phone gets coverage, which matters on rural jobs and inside buildings.

02Can it sit inside our CRM?

Yes, and that is usually the better shape if you have one, so a job sits against the customer with its quote and its history. It also runs perfectly well on its own.

03What about variations agreed on site?

Captured at the time, with a note and a photo, and carried onto the invoice. That single habit is where a lot of unbilled work comes back.

04Does it schedule the crew as well?

Scheduling and customer reminders are the scheduling build. This tracks the job through its stages, and the two connect cleanly if you have both.

Also in systems and planning

What sits next to this.

Custom CRM

Built around how your business actually runs.

System planning

A written plan before anything gets built.

See all of systems and planning

The next move

Job and project management, priced in context.

The free plan asks a few questions about the business, then comes back with this service at the size that fits, anything that has to come first, and the figure for each part and for the whole job. Nothing is charged and nothing is booked at the end of it.

Get your free plan stuart@sevenlens.co

Get your free plan