JobPro Technology

Keep materials and costs under control. Reserve insulation batts, gutters, hangers, or windows directly from the job; if stock is low, auto-generate purchase orders. Track deliveries, serials, and batch numbers; reconcile what was requested against what was used. Job costing updates as labor hours, materials, and subs hit the ticket, so you see margin while work is in progress, not weeks later. Dashboards highlight top performers, aging WIP, and jobs at risk. Compliance is built in: crews complete safety checklists, upload permits, and acknowledge policies before work starts. Expiring licenses and insurance trigger alerts. All documents—plans, signed approvals, warranties—are stored with the job and easy to find.

Close the loop with billing and reporting. Convert approved work to an invoice in one click—progress or final—apply taxes, retention, and discounts, and accept ACH or card. Sync invoices, payments, customers, and items with QuickBooks (Online or Desktop editions) to avoid double entry. If an insurance claim is involved, log adjuster details, required photos, and claim numbers, then track status to payout. Customers can receive status updates and surveys automatically after completion. Analytics show pipeline health, hit rate by rep, crew utilization, callbacks, and warranty exposure. End your day by reviewing variances, scheduling follow-ups for open tasks, exporting reports for leadership, and lining up tomorrow’s crews with clear priorities.