Work Smarter

The Smart Way To Manage Your Jobs

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Estimates

A Better Estimating Experience

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Saved Line Items

Use saved line items as templates for your different services, terms & conditions, warranties, etc. Simply add a template to an estimate, edit the variables, and click send.

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Add Images to any Line Item

Deliver higher precision estimates. Examples: add a photo of the dirt to a cleaning line item, or a photo of doors to a door painting line item.

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Multiple Estimators

Add users to your account and assign different permissions to them.

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Custom Estimate Emails

Save a default estimate email template. You can manually edit it each time you send it. You can also add file attachments to your emails like insurance docs, brochures, etc.

Get Paid

Send Invoices & Accept Online Payments

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Fast Invoicing

New invoices will automatically display line items from the job’s original estimate. But you can also manually edit the invoice’s line items.
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Payment Processing

Click “Send Invoice” to send your customer an email with your invoice and a payment link. Funds get deposited into your bank account. Fees are just 2.9% + 30 cents.

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See Email Opens

See if your customers have opened your invoice emails.

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Custom Invoice Emails

Save a default invoice email template. You can manually edit it each time you send it. You can also add file attachments to your emails like insurance docs, brochures, etc.

Job Management

Your Company’s Command Center

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Assign Staff to Jobs

You can set each job’s Project Manager, Estimator, Crew Leader, and/or Subcontractor. They can log in and see jobs assigned to them.

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View & Sort Jobs By Status

Your Job Table has 5 tabs: Active Jobs, Closed Jobs, Proposals, Leads, & Rejected Jobs.

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Get More Job Data

You can track your job’s source (how the customer found you), estimate dates, job start dates, job close dates, and more.
Job Costing

See Each Job’s Revenue, Costs, & Profit

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Add Expenses & Link Them to a Job

You can add or upload your labor, materials, commissions, and other job-related expenses.
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Job Transactions

Each job has a table with expenses, revenue, and profit.
Contact Form

Smart Quote Request Form

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Add Customers Automatically

Get your own form to share with customers or add to your website. When they submit the form, their info & job will be added to your Jobtable account. No more manual entries.

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Smart Email Notifications

You can set which users should get an email notification about the new form submission.

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Share Your form

You can embed the form on your own website or just share the link to your form.

Multi User Support

Your Staff Can Log In Too

Add users to your account and assign one of the following roles to them:

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Crew Leader/Subcontractor

Can only view jobs assigned to them. Can’t add, edit, or delete anything.

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Estimator

Can add & send estimates & invoices. Can add expenses. Can view jobs. Can’t delete anything.

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Admin

Can add, edit, & delete any records and has full access to account settings. Can remove users other than owners.
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Owners

Full control of the account and other users.

Ready to Experience a Better Way? Use Jobtable for Free.

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