Everything you need to win, do and get paid for the work
Jobs & Jots follows a job from the first request to the final payment. Pick a feature to see how it works — each page explains it step by step.
Never miss a new job request
Put a request form on your website, Google Business page or social media. New work lands in Jobs & Jots, ready to turn into an estimate, a job or an assessment visit with one click.
Learn moreProfessional estimates that win more work
Build clean, branded estimates in minutes from your saved items. Clients review them online, choose optional upgrades, sign and approve — and you get notified right away.
Learn moreGet paid faster with invoices that chase themselves
Turn approved estimates or completed visits into invoices in a click. Track what's owed, record payments, and let automatic reminders follow up on past-due invoices for you.
Learn moreLet clients pay by card or bank in seconds
Connect your own Stripe account by logging in — no keys or setup headaches. Clients pay invoices by card, Apple Pay, Google Pay or bank transfer, and the payment is recorded on the invoice automatically.
Learn moreA schedule your whole team can follow
See every visit by day, week or month, drag to reschedule, and see each person's day side by side. Clients get automatic reminders before you arrive.
Learn moreEvery project in one place — even the recurring ones
A job keeps the client, estimates, invoices, visits, time and expenses together. Set up weekly or monthly maintenance once and Jobs & Jots books the visits and invoices for you.
Learn moreEverything your crew needs on site
The visit page works great on a phone: call or text the client, get directions, check off the checklist, take before and after photos, track time and complete the visit.
Learn moreGive clients one place for everything
Each client gets a private place with their estimates, invoices, payments and visits. They can approve, pay and request new work without calling you.
Learn moreKeep every client relationship moving
Follow-ups with due dates, a Job Trail board that tracks every request and estimate, two-way texts, email and text campaigns, maintenance plans and equipment with warranties. An optional tool you turn on when your business needs it.
Learn moreKnow if the business is really making money
Income from paid invoices, expenses with receipts, profit and loss by month, quarter or year, the sales tax you collected and the profit of every job — ready to hand to your accountant.
Learn moreExtra work, approved in writing
When the client asks for more work, or less, create a change order from the approved estimate. It lists only what changes, and the client approves and signs it online like an estimate.
Learn moreKnow what's on the shelf and in the truck
Track the materials your company keeps in stock. Receive purchases, use items on jobs and keep the count right — with low-stock alerts and the value of what you have.
Learn moreMore 5-star reviews, without asking twice
When an invoice is paid in full, the client gets one friendly email or text asking for a review on your Google Business Profile. Send requests by hand too, and see every rating in one place.
Learn moreGive each person exactly the access they need
Add your office and field team, put them in access groups and choose what each group can see, create, edit and delete. Protect every account with two-step login.
Learn moreReach clients where they actually look
Text your clients from your own local business number. Visit reminders, On my way with a live map, estimate and invoice links, follow-ups and review requests go by text, and replies land in one inbox.
Learn moreYour books stay up to date on their own
Connect your QuickBooks Online account and new or changed clients, invoices and payments go from Jobs & Jots to QuickBooks automatically — nobody types them twice.
Learn moreProperty managers and tenants, handled right
Keep every service address of a client — rental units, a second home, whole buildings — with the resident who lives there. Visit texts go to the resident, while estimates and invoices still go to the client who pays.
Learn moreYour team, in their own language
Each person on your team picks English, Español or Português for their own screens — menus, lists, the schedule and the estimate editor. Everything your clients receive stays in English.
Learn moreThe details that save you time every day
A simpler way to run your business.
Send your first estimate today. Free while Jobs & Jots is in beta — no credit card.