The Smart Way To
Manage Your Jobs
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A Better Estimating Experience
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.
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.
Add users to your account and assign different permissions to them.
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.
Send Invoices & Accept Online Payments
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.
See Email Opens
See if your customers have opened your invoice emails.
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.
Your Company’s Command Center
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.
View & Sort Jobs By Status
Your Job Table has 5 tabs: Active Jobs, Closed Jobs, Proposals, Leads, & Rejected Jobs.
Get More Job Data
See Each Job’s Revenue, Costs, & Profit
Add Expenses & Link Them to a Job
Smart Quote Request Form
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.
Smart Email Notifications
You can set which users should get an email notification about the new form submission.
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:
Can only view jobs assigned to them. Can’t add, edit, or delete anything.
Can add & send estimates & invoices. Can add expenses. Can view jobs. Can’t delete anything.
Full control of the account and other users.