Jobs and projects
Service calls, multi-week projects, visits and change orders.
Jobs, visits and projects
How Homeforce organizes work - a job holds one or more visits, and a project is a job with phases, a budget and change orders.
Create a job or project
Add a job or project for a new or existing customer, schedule its first visit or send it to the unscheduled queue.
Find your way around a job
What's on the job page - the header actions, money and summary panels, job details, and the Activity, Visits, Estimates, Invoices, Costs and Files tabs.
Job statuses and closing out a job
What each job status means, which ones change on their own, how to use the Jobs board, and how to finish and bill a job.
Notes, photos, checklists and sign-off
Add notes for the team, upload before and after photos, fill out checklists and forms, and get the customer's signature on a visit.
Manage a project
Break a project into phases, see them on a Gantt schedule, update percent complete, tie visits to phases, and bill progress.
Daily logs, punch lists and progress reports
Record what happened on site each day, track the punch list to the finish, and share a progress report and photo timeline with the customer.
Change orders
Price added or changed scope on a project, get the customer's signature, and roll it into the contract, budget and progress billing.
Track job costs and margin
Record costs on a job, compare a project's budget to actual spend, and see margin across your recent jobs on the Job costing page.
Subcontractors on projects
Keep your subs' insurance and W-9 on file, enter their bills against a project, and approve and pay them so the cost lands in job costing.
Parts and inventory on jobs
Record parts used from a truck or warehouse on a job, so stock goes down and the cost lands on the job.
Job and project workflows by trade
How HVAC, plumbing, electrical, painting, roofing, remodeling, route-based and cleaning companies typically set up jobs, visits and projects in Homeforce.