Job Manager
From first quote to final payment.
Business systems
The problem
Contracting work changes after a quote is agreed and sometimes after part of a job has already been invoiced. The office needs a consistent financial history while crews continue recording changes on phones without a reliable connection.
One invoice may cover several jobs, one payment may cover several invoices, and different staff need different access. A collection of forms cannot resolve those dependencies on its own.
The solution
Job Manager connects sites, jobs, crew, quotes, billing and payments around a shared job lifecycle. Offline edits queue for synchronisation and are replayed with the user's permissions. Already-billed line items retain their financial history.
Changes after billing can be handled as a supplemental invoice or a void-and-rebill workflow. Payment allocation and bank matching connect the operational job record to what has actually been collected, with project-scoped access for the team.
The decisions behind it
- Changing work, stable history
- A new job price and an issued invoice are not the same record. Adjustments need an explicit route instead of overwriting what was previously billed.
- Offline access still has boundaries
- Queued changes must be checked when they reach the server; having a local copy does not grant permission to update every project.
- Many jobs, many payments
- Billing and payment allocation must handle relationships that are more complex than one job, one invoice and one payment.
- Job lifecycle and crew assignments
- Offline field updates
- Quotes, invoices and customer access