The enquiry captures service type, location, urgency, photos, and customer notes.
Contractor workflow systems
Move estimate requests into jobs, stages, payments, and project history.
Contractors need a clear path from enquiry to site visit, estimate, deposit, scheduling, change orders, photos, milestones, files, and final payment.
Workflow design
Build the system around the operational details.
Concept Demonstration
Contractor job state
Illustrative data only. The demo shows how a contractor workflow can move from estimate to closeout.
Staff can record access notes, measurements, and constraints before pricing.
Approved work moves into a job record with the next milestone.
Crew notes, site access, and day-of tasks stay visible.
Progress status keeps office and field teams aligned.
Deposits and milestone invoices stay attached to the job.
Change-order approval can update scope, price, schedule, and client communication.
Field updates become part of the written project history.
Completion notes, final invoice, and warranty or support records can be prepared.
How it works
Public request, staff action, owner visibility.
- Public request captures the job type, site details, photos, and preferred contact window.
- Office staff schedule site visits, estimate follow-up, deposits, change orders, and crew assignments.
- Owner view shows jobs by milestone, blocked approvals, unpaid invoices, and completion records.