Hello

Schedule + New job

Today's visits My day

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Needs attention

Ready to invoice

Quotes

Coming next: write quotes here with Claude or from templates with line items, then send and track them.

Quotes are still made in Jobber for now. Open Jobber quotes

Invoices

Real invoices from Jobber, plus test invoices sent only to the QuickBooks sandbox.

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Schedule

Site visits from the mirror, Edmonton time. Click a visit to open the job.

Map

Every site visit on this day, numbered in each tech's order. Hover a pin for the brief, click it for the card.

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PinsDone, Field savedOn site nowNot startedPin colour = tech · number = stop order

New job

Created in Jobber and here at the same time. Jobber assigns the job number.

Client

Find a client

Site

Find the address

Street

Unit / line 2

City

Province

Postal code

Job

Type

Abatement risk

Title

Instructions

First visit

Date

Start

Length

Techs

Visit instructions

Notify the team in Jobber

Sophos Projects

Hello

Today's visits My day

Needs attention

Ready to invoice

Jobs

Quotes

Invoices

Schedule

Map

New job

Client

Site

Job

First visit