Hi smpelectric
Projects is currently available in Jobber Labs for Plus customers, with more improvements planned. We don’t have a page where you can explore it outside of Plus yet, but here’s a quick overview:
Projects brings larger, multi-stage work together in one place, so you can:
- Turn an approved quote into a project with its line items already in place.
- Organize work into milestones, tasks, and visits, with assignments across crews and locations.
- Add visit-level checklists so your team knows what to complete on site.
- Track the status of individual tasks and visits, along with the project as a whole.
- Bill in stages with a payment schedule, and create invoices for specific line items or a percentage of the project scope.
If you want to learn more before deciding on the Plus plan, feel free to reach out to your Account Manager, and they can walk you through the features and give you a demo.