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JobStack

Product

Keep your jobs and team organised in one place.

JobStack connects the office, the workshop and site around each job: what’s booked, who owns the next step, which drawings to build from, what changed and what it cost.

See JobStack in action

One kitchen install, from the office to site and back.

Follow the Brunswick East kitchen install in five steps. These are real JobStack screens, shown with a sample job — click any of them to see it full size.

  1. 1

    Plan the job and assign the team

    The install is booked on the crew planner for Wednesday, with Casey, Jordan and Sam on it. Each of them is notified, and the booking appears in their app.

  2. 2

    Everyone sees their work and drawings

    On the day, Sam’s phone shows the job he’s on, his hours so far and the plans at Rev C. The issued drawings are marked “build from these”, so nobody works from an old set.

  3. 3

    Site reports a problem

    The corner cabinet door would open into the fridge. Sam takes a photo, sets the type to Question and sends it from the job — without leaving the screen he’s working from.

  4. 4

    The office resolves it, or asks the client to approve extra work

    The question lands with Jordan, who checks with the client and replies to Sam: leave the panel loose for now. When a fix means extra work, the office prices a variation and sends it to the client to approve from a link.

  5. 5

    Hours, costs and progress stay on the job

    Clocked hours, approved variations and recorded expenses all land on the job, so its margin to date is current without anyone rebuilding it at the end of the week.

The walkthrough uses sample job data: the business, clients, people and figures are made up.

Jobs and enquiries

Separate boards for winning work and doing it.

Enquiries move from first contact to quote on their own board. Once one is approved, it moves to the Jobs board, where the people running the work don’t have to wade through leads.

  • Rename, reorder, recolour and add stages on either board
  • Each stage can say what a job should have first — like crew before it’s scheduled — and warns you if it’s missing
  • Status labels flag health: On track, Blocked, Waiting on client, Waiting on supplier
  • Cards show overdue tasks and questions from site that are holding a job up
  • Updates, files, bookings, variations and costs all stay with the job they belong to
  • An AI summary of each job refreshes when there’s new activity, and flags missing details like a site address

Tasks and handovers

Know who’s doing it, and who it’s waiting on.

Every task has one owner. Others can join as collaborators to add files and comments, and a reviewer can approve the work or send it back with changes — without starting a new thread.

  • “Needs my action” shows work that’s ready for you, including reviews
  • “Waiting” shows work sitting with someone else, and why
  • Record which plans the work was done from, and attach what was produced
  • @mention someone to notify them by email and on their phone
  • Keep sensitive lists, like estimating, to the people on the task

Scheduling

Plan ahead, then run the week.

Look weeks ahead for planning, then use the crew planner — one row per person, one column per day — to spot double bookings before they happen.

Your booking types

Install, manufacture, delivery, site measure, defect visit — rename or add your own.

Tentative bookings

Pencil something in. It looks different on the calendar, and the dashboard reminds you to confirm it.

Notified when booked

People get an email and a push notification, and the booking appears on their Today screen.

A login is optional

Anyone on your team list can be scheduled. Only give logins to people who’ll use the app.

iOS and Android app

A practical app for site and workshop.

The app shows each person their work and lets them report back from the job. It’s included for your whole team at no extra cost.

Today

The job they’re on, directions, the client contact to call, files and the tasks to do — for site bookings and workshop work alike.

Updates and photos

Post progress with photos from the job. Tag photos as before, during, completed or defect for the completion pack.

Questions and defects

Raise a problem with photos attached. It goes to the person who can answer it, can be marked as holding up the job, and can be passed to the client. Replies stay in one thread.

Issued drawings

The latest issued revision is marked “build from this”. Save it to the phone to open without signal.

Time on the job

Start and finish work from the job. Hours go on the timesheet and into the job’s labour cost.

Works without reception

Updates, photos, questions, variations, expenses and clock punches are saved and sent when signal returns. Other job details need to have been loaded beforehand.

Variations and expenses

Raise extra work or log a cost from site. Pricing and client approval stay with the office.

Notifications

A push notification when someone is booked, assigned a task or mentioned.

Variations and costs

Keep extra work and its approval on record.

Variations are raised from site or the office, priced, and approved internally or by the client from a link. Approved variations add to the job’s value.

Recorded expenses
Materials, subcontractors and other costs logged against the job.
Clocked labour
Hours clocked on the job multiplied by each person’s hourly cost.
Margin to date
Value plus approved variations, less recorded expenses and clocked labour.
Scheduled estimate
Labour estimated from bookings, shown separately for comparison.

Invoiced and paid amounts are entered by hand. JobStack doesn’t create invoices or connect to accounting software.

Clients and sharing

Keep clients informed while internal discussions stay internal.

Client records

Each client’s contacts and job history stay together. The AI can suggest new client records and link incoming emails to the right client and job, for you to approve.

A client page per job

Share chosen updates, photos, variations and bookings on a page the client opens from a link. Nothing appears there until someone with permission shares it.

Approvals and proposals

Clients approve variations, answer questions and accept branded proposals online, without creating an account.

Email and quoting AI

Less retyping, more reviewing.

The AI reads what comes in and prepares the follow-up; your team decides what happens. You can use JobStack without it.

Emails and notes into actions

  • Connect Gmail (read-only, checked every five minutes) or forward mail to your workspace address
  • Paste in a message or a week’s plan written in shorthand, and review what it becomes
  • Suggestions for new jobs, tasks, bookings, clients, notes and job updates — approve or dismiss each one
  • Optionally link emails to jobs automatically when the match is above a confidence level you set
  • A suggestion that would book crew waits for someone allowed to schedule

Quotes drafted for your review

  • Set your rates and quoting rules once, in plain English
  • Choose the emails, plans and notes the draft should be based on
  • Get line items, inclusions, exclusions and assumptions, plus questions it couldn’t answer
  • Edit everything, send a PDF or a branded proposal the client can accept online

Who sees what

Access that follows each person’s work.

Choose a role for each login. Team members see the jobs, tasks and bookings they’re assigned to. Anyone working on a job can see its client contacts, so they can call site — but the Clients section, enquiries and job financials are for office roles.

Job financials means the job’s value, prices, costs and margin. Files are shared by audience: a file marked Office only stays with people who can see financials, while a file shared with everyone on the job, with the people on a task, or in a chat is visible to them.

Role What they can do
Owner and Admin Everything, plus settings, people and billing.
Manager Runs the work day to day: quoting, clients, the inbox, scheduling the crew and the team’s timesheets.
Supervisor Runs the crew: every job, the whole schedule, assigning tasks and updating production status. No enquiries or job financials.
Team Member The jobs, tasks and bookings they’re assigned to. Posts updates and photos, raises questions, defects and variations, and records their time. No job financials.
Your own roles Make a role for an estimator, a designer or anyone else, and tick exactly what it can see and do.

Also included

Completion packs

A PDF of the job’s photos by tag, ready to send to the builder or client.

Morning digest

An email with the day’s bookings, tasks due and suggestions waiting.

Activity timeline

A history of what changed on each job, and who changed it.

Several businesses

Separate workspaces with separate data, under one login.

Keep your jobs and team organised in one place.

Try JobStack free for 14 days with your whole team. No credit card needed to start.

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