Job management

Know where every job stands, without updating it by hand.

Job Flow links the estimate, contract, invoices and payments for each project and shows where the job stands, based on what you’ve already done in Chantier Works.

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Job Flow

Example projects

2 projects

Kitchen remodel

Smith Residence

$11,931

Ready to invoice

Client — Completed
Estimate — Completed
Contract — Completed
Invoice — Current step
Payment — Upcoming

Roof replacement

Johnson Residence

$8,200

Paid

Client — Completed
Estimate — Completed
Contract — Completed
Invoice — Completed
Payment — Completed

Estimating, waiting on signature, ready to invoice, paid — calculated, not typed in by hand.

In practice

Job management

One project record

Keep the client, estimate, contract, invoices, expenses, notes and attachments in context.

Derived stages

See estimating, waiting for signature, ready to invoice, overdue, partially paid and completed states without maintaining a second status board.

Next steps from the same screen

Continue the estimate, convert it to a contract or create the next invoice from the same job view.

Use it when it helps

Link documents to a job, or create standalone estimates, contracts and invoices.

If the paperwork moved, the job moved.

Continue exploring

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