Customers & jobs

Each customer profile keeps contact info, address, all their jobs, quotes, invoices, and chat history in one place. Convert a won lead into a customer with one tap.

From a customer profile choose New job. Set the site address, expected dates, and share the job with the crew who need access.

Inside a job open the Milestones panel to break the work into steps, assign teammates, and set date ranges. Milestones appear on everyone's calendar and drive scheduling conflict checks.