JobFlex
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JobFlexWorkspace Platform

Organize every customer journey from first quote to final payment inside a single command center.

JobFlex replaces scattered spreadsheets with one streamlined workflow. Spin up polished proposals in moments, capture approvals and deposits without friction, align field teams through a live schedule, and keep every file, note, and update ready for your next review.

Built forTeams coordinating projects, people, and clients
ProposalsSchedulesPaymentsFiles
JobFlex mobile app workflow screens
Live Board

Drag schedules into place

See every crew on the timeline, move jobs instantly, and notify teams automatically.

JobFlex payments experience on mobile
Client Portal

Share proposals, collect approvals, and confirm deposits without leaving JobFlex.

Team receiving schedule update
Team Alerts

Invite installers and contractors, then notify them instantly when schedules change.

Designer presenting a proposal on laptop

Proposal timelines clients love

Send polished quotes with imagery, itemized pricing, and acceptance tracking in one view.

Team meeting reviewing calendar schedule

Calendar clarity for field teams

Color-coded schedules make it effortless to spot upcoming installs and resource gaps.

Before and after progress review on tablet

Proof of progress in minutes

Collect before-and-after photos, receipts, and signatures so every job is audit-ready.

Homeowner Portal

Coming soon: homeowners submit projects & get matched with JobFlex pros

A dedicated public intake experience where property owners describe their job, upload photos, and route leads straight into your JobFlex workspace. Contractors already using JobFlex will be first in line for these new requests.

Homeowner intake form

Name, contact info, address, job type, description + photos.

Lead routing logic

Match requests to your contractors by specialty + service area.

Contractor response

Teams claim leads and spin up JobFlex proposals in minutes.

Why teams choose JobFlex as their operating hub

JobFlex streamlines the everyday rituals of running your service business—no more juggling spreadsheets, inboxes, and text threads to keep your team and clients aligned.

Proposal intelligence
Know exactly when a proposal was opened, how many times it was viewed, and who engaged—so follow-ups stay timely and relevant.
Automatic stage progression
Accepted proposals trigger instant alerts and glide straight into scheduling with zero manual updates.
Completed job receipts
Once a proposal is paid in full, JobFlex marks it as completed and emails polished receipts to the client automatically.
Business setup portal
Centralize branding, payment providers, taxes, and notification preferences in a single configuration workspace.
Contractor collaboration
Invite contractors or internal crews to JobFlex so they can see their upcoming jobs and stay in sync.
Assignment alerts
Assign any invited worker to a scheduled job and they’ll receive email and SMS notifications with the details instantly.

Proposal creation in minutes

Build polished quotes with live pricing, saved systems, and branding that your customers recognize. Duplicate or tweak existing templates without starting from scratch.

Instant customer approvals

Collect e-signatures, approvals, and deposits in just a few clicks—no printing, scanning, or manual follow up required.

Scheduling your crew

Drop jobs onto a shared calendar and assign team members instantly. Everyone sees what’s next without chasing messages.

Unified communications

Keep every client interaction, photo, and note tied to the job. Hand-offs stay clean and accountability is clear.

JOBFLEX SNAPSHOT

A modern command center for your operations

Built for teams that need to keep proposals flowing, schedules in sync, and cash moving without extra steps. JobFlex connects each stage, so your crew spends more time delivering and less time chasing paperwork.

Live proposal intelligence

Standardize pricing, automatically calculate taxes and fees, and give customers a quick ‘approve and pay’ experience.

Scheduling clarity

See every job at a glance, assign installers instantly, and let the field team view their calendar without logging into complicated tools.

Payments that just work

Collect deposits and final payments by card or ACH. See status updates without refreshing, and retry failed payments with one click.

Centralized proposalsTeam schedulingCustomer communicationsPayments & receiptsBefore/after documentationReporting
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Quick Proposals

Create professional proposals in minutes with our intuitive estimator tool.

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Payment Integration

Accept payments securely through Stripe with customizable payment schedules.

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Job Scheduling

Track and schedule jobs with calendar integration and team assignment.