JobTrack
Dashboard
Jobs
Workflows
Customers
Team
Activity
Help
⬇ Export Data
Team
Share this invite code with family members — they can join and see all jobs.
Activity
Who changed what, and when.
Getting Started
Everything your family needs to track jobs and money. 5 minutes to learn.
- Add a customer — Customers tab → New Customer. Name, phone, and how they pay (Zelle / Venmo / Cash / Check).
- Create a job — Jobs tab → New Job. Pick the customer and a workflow (the steps your work goes through).
- Move it forward — Open the job, press Next Step as work gets done. The last step marks the job completed.
- Bill the customer — Open the job → + Invoice. Enter the amount and what it's for (e.g. "deposit", "final payment").
- Record money received — Open the job → + Payment. Enter amount and method. It automatically pays the oldest unpaid bill first.
- See who owes what — Dashboard shows Outstanding $ (what customers still owe) and Unmatched Payments (money received that isn't tied to a bill yet).
- Invite family — Team tab → share the invite code. Family registers with that code and sees every job and payment.
- Permissions — Only the Lead can grant Manage. Managers can edit; Workers can only view (no accidental changes to money).
- Activity — Every change is recorded there: who, when, and what changed.