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JobChief Contractor Operations Suite

Work

Signed in as Team member Workspace account

Reliable mode Checking database

Operations

Dashboard

Demo workspace

Refreshing workspace…

Owner

Workspace search

Supersearch

Linked records

Search names, phone numbers, addresses, IDs, serials, models, and notes

Record type Agent / staff Job type Status Equipment age Date from Date to

Customer

New customer

Manual call

Service location Where the visit will be performed

Location name Service address

Customer contact Use the caller’s details when available

Customer name Customer type Primary contact Phone Email Do not send messages Last visit

Save as a separate customer Lifetime value

Customer migration

Import customer data

Preview first Each row can include one customer, service location, and equipment record. Existing matches update; blank optional cells do not erase saved details.

CSV file

Use the template for the current workspace. Custom customer and location field columns are included automatically.

Choose a CSV file, then preview the changes before importing.

Customer cleanup

Merge customer

Keep this customer Move the duplicate history and remove the duplicate customer

Service location

New location

Customer Location name Type Primary location Address Service territory Latitude Longitude Access notes Equipment summary

Equipment

New equipment

Customer Service location Equipment name Category Manufacturer Model Serial Installed Warranty until Last service Notes

Invoice payment

Record payment

Amount Method Paid by Reference

Customer billing

Save payment method

Customer Use at

Masked card record Enter only card summary details. JobChief never accepts or stores a full card number or security code.

Card brand Last four digits Expiration month Expiration year Billing name Label Use as this customer's default card Customer authorized saving this payment method

Payment ledger

Void payment

Reason

Customer refund

Record refund

Amount Apply to payment Method Reference Reason

Estimate builder

New estimate

Customer Service location Estimate title Status Quote type Expires Sold by

Assign the PM, CSR, or field tech who sold this repair or replacement opportunity.

Line items

Tax rate (%) Discount Estimate notes

Subtotal$0

Tax$0

Discount$0

Total$0

Pricebook

New pricebook item

Category Item name Description Unit price Taxable Active item

Geographic management

New zone

Zone name Code Color Responsible manager Description Active zone

Inventory network

New inventory site

Site name Code Site type Geographic zone Responsible manager Replenished from Address Supplier provider External location ID Enable supplier sync Active site

Site stock

Update stock level

Inventory item Stock site On hand Low-stock threshold Refill target

Inventory

New inventory item

SKU Barcode

Item name Category Vendor Stock location Unit cost On hand Reorder point Active item

Truck stock

Move stock

Scan barcode or enter SKU

Inventory item From location To location Quantity Notes

Inventory lookup

Scan barcode

Point the camera at an inventory barcode.

Purchase order

New PO

Inventory item Deliver to Vendor Status Quantity Unit cost Expected date Ordered date Notes

Intake

New job

Customer Service location Equipment Service Dispatch category Job type

Workflow links

Connect this visit to its lead or the related work that led here.

Lead source Related job / parent

Priority Technician Date Arrival window Visit duration (minutes) Route sequence Work source

Reschedule reason Job notes Quoted amount

Schedule exception

Booking policy review

Keep the booking blocked unless staff completed the required safety handoff or policy review. Continuing records the reason in the job activity log.

Documented override reason

Phone operations

Log call

Provider Provider call ID Direction Status Phone number Call date and time Customer Assigned office user Linked job Duration seconds Outcome Booking status Recording status Recording consent Recording playback URL Recording reference Call notes

Field closeout

Complete job

Closeout checklist

Confirm the job-type tasks before sending the work to invoicing.

Ready

Work performed Parts used Labor hours Labor rate

Inventory materials

Stock selected here is deducted when the closeout is saved.

Photo or file notes Proof photos

Internal follow-up Customer sign-off

Job status

Cancel job

Reason

Callback

Schedule return trip

Callback type Technician Date Arrival window

Reason Notes

Maintenance agreement

Schedule service visit

Technician Date Arrival window

Maintenance agreement

New agreement

Customer

Customer cannot be changed after visits, invoices, or messages are linked to this agreement.

Plan name Sold by

Track the team member who enrolled the customer in this maintenance agreement.

Renewal date Renewal cadence Annual value Visits remaining Visits per renewal term Visit cadence Next visit date

Paid renewals can be applied once to advance the term and restore its included visits.

Easy maintenance

Choose payment option

How will the customer pay? AnnualFull maintenance term due at renewal MonthlyInstallment invoice due today

Monthly installments are recorded separately; the annual agreement is applied only after the full maintenance term is paid.

Customer messaging

Text customer

Send through Text messageSMS or MMS with selected photos EmailKeep the message in the customer email queue

Internal label Message

Field time

Clock out

Reason Note (optional)

Team

New team member

Name Email Role Active account

Account permissions

Use the role profile for a maintained default, or give this account a specific set of permissions.

Use role defaults Customize this account

Role defaults update automatically when the access profile changes.

Temporary password

Leave blank to create a setup link in database mode.

Dispatch

Add technician

Name Trade Daily capacity Mobile phone Team account Skills Territories Home base Latitude Longitude Shift start Shift end

Link the field login that should receive this technician's route. Skills, territories, home base, and shift hours help dispatch rank assignments and calculate ETA.

Team time

Edit timesheets

Dispatch note

Add or edit memo

Memo

Internal only. This memo appears in JobChief and is never sent to customers.

Dispatch route

Technician route

Optimization keeps assigned technicians, dates, and arrival windows intact. It reorders movable visits and refreshes estimated travel and arrival times from saved route data.

JobChief support

Report issue

What happened? Details Captured context