How it works

A straightforward workflow your team and your clients can actually follow.

From first estimate to final payment, JobTasky keeps the experience easy to follow for owners, technicians, and clients.

1. Create a client

Add the customer once so jobs, estimates, invoices, and payments stay connected.

2. Send an estimate

Build service lines, set an approval window, and request a deposit when needed.

3. Client approves and pays deposit

The client opens a simple estimate page, approves online, and pays a deposit if required.

4. Schedule the job

Move into the schedule, assign the technician, and keep everyone aligned on timing.

5. Technician completes the work

Field staff update job status, log time, and keep the office side informed.

6. Send the invoice and get paid

Share a clean invoice, collect payment online, and keep the client experience professional.

You can see what was sent, what was approved, what is scheduled, and what still needs payment.

Clients get one simple estimate document, one simple invoice, and cleaner communication at every step.

Technicians see assigned work and update jobs without digging through owner-only screens.