Jobix platform

Features built around field service reality.

A clean workspace for the office, sales team, technicians, and ownership.

🧲

Request intake

Capture service requests with contact details, service category, notes, photos, and source tracking.

🧮

Estimate builder

Create consistent quotes with packages, custom line items, taxes, discounts, deposits, and approval status.

🚚

Dispatch board

Assign work to crews, filter by city, watch status changes, and keep the day organized.

🧰

Job records

Store work notes, tasks, before-and-after photos, checklist items, materials, and internal comments.

👥

Client CRM

Keep client history, locations, preferences, quotes, jobs, invoices, and follow-ups in one place.

📊

Owner reports

Track revenue, conversion rate, unpaid invoices, team load, job type performance, and pipeline value.

Suggested original menu for Jobix

This structure is made to be familiar to service businesses while staying broad enough to be your own product.

Today — urgent view for owners and dispatch
Inbox — new website and phone requests
Quotes — estimates waiting, approved, or declined
Schedule — calendar and route planning
Work — active jobs and technician notes
Money — invoices, payments, balances
People — clients, properties, team
Insights — reports and activity