Browse all 27 areas
Sales
- Clients & properties
- Requests & lead intake
- Site visits & estimates
- Quotes & proposals
- Price book & packages
Operations
- Jobs & scope
- Scheduling & dispatch
- Routes & crew capacity
- Recurring service plans
- Field work & mobile
- Tasks & follow-ups
- Inventory, vendors & equipment
Finance
Team
Customer experience
Growth
Insights
Administration
Features · Administration
Settings, custom fields & permissions
Adapt the workspace to your business and your team.
What it does
- Bookable services and availability rules
- Booking capacity limits
- Permission profiles
- Company settings
- Business timezone and regional defaults
- Configurable dropdown options
- Menu and action permissions
- Onboarding checklist
- In-app help
- Custom fields with field types and visibility
- Search across clients, requests, quotes, jobs and invoices
- Company branding: colors, display name and contact details
Unlinked items are in the application without a screenshot here yet.
Screens
9 screenshots of this area in Job Pro App, taken with sample business data. Select an image to open it full size.
- Settings: tenant onboarding readiness checklist
- Company profile settings
- Regional defaults: business timezone, currency and date formats
- Option sets: tenant-configurable dropdown values
- Permissions: menu and action access by role
- Online booking settings: bookable services, availability and capacity
- In-app help explaining each tab
- Creating a custom field: record type, field type and where it appears
- One search box: clients, jobs, quotes, invoices and requests matching "Charles"
