Run the whole job — from quote to paid — in one place.
JobFlow is the office-and-field system for trades businesses. Quote, schedule, dispatch, track hours, invoice, and collect payment without juggling six apps or re-typing anything into QuickBooks.
Request access and we'll send you a private demo link — then explore at your own pace, no sales call. The built-in Field Guide walks you through it.
If a job lives in five places, something always falls through.
Most shops run on a quoting tool, a paper schedule, a texting thread, a timesheet binder, and an accountant who re-keys it all at month-end. JobFlow puts the whole job on one record so nothing gets lost between the truck and the books.
Without JobFlow
- ✕ Quotes in one app, jobs in another, hours on paper
- ✕ "Did anyone invoice the Henderson job?"
- ✕ Techs call the office to find out where they're going
- ✕ Real job cost is a guess until the accountant catches up
- ✕ Hours of double-entry into QuickBooks every month
With JobFlow
- ✓ Quote, schedule, hours, and invoice on one job record
- ✓ A live board shows exactly what's been billed and what hasn't
- ✓ Techs open their phone and see today's stops
- ✓ Labour, materials, and margin update as the job runs
- ✓ Invoices and payments flow straight into QuickBooks
Everything the office and the crew need, on one login.
Scheduling & dispatch
Day, week, and month boards. Drag a job onto a tech, see conflicts, and push the schedule straight to their phone.
jobs · schedule · dispatchQuotes & invoices
Build quotes from a priced catalogue, convert a winner to a job in a click, then invoice with GST/PST handled and a Pay Now button on the email.
quotes · invoices · paymentsTimesheets & job costing
Techs log hours against the job. Approve, lock the period, and see burdened labour cost and margin on every job — not at month-end.
time · approval · marginQuickBooks Online sync
Customers, invoices, and payments stay in step with QBO. Stop re-typing the same numbers into two systems every month.
QBO · payments syncTech app on any phone
Installs like an app, works in low signal. Today's jobs, add hours, snap site photos, and complete safety checklists from the field.
mobile · PWA · offline-readyReports that answer questions
Profitability, work-in-progress, A/R aging, tech scorecards, utilization, conversion — the numbers an owner actually checks.
30+ reportsThe crew updates the job. The office sees it the second they do.
No more end-of-day phone calls to find out what happened. When a tech logs hours or marks a job done, it's already on the board in the office — ready to invoice.
Techs see their stops, get directions, log time, photograph the work, and close out safety checklists — all from their phone.
Dispatch the day, watch jobs move through the pipeline, approve hours, and invoice the moment work is done.
One live picture of what's booked, what's in progress, what's unbilled, and what each job actually made.
Built for Canadian trades — not adapted for them.
The big US platforms make you bend your taxes, currency, and accounting to fit them. JobFlow was built here, for the way you actually invoice.
Provincial tax handled on every quote and invoice, the way the CRA expects — no workarounds.
Pricing, payments, and reporting all in Canadian dollars, end to end.
Native sync with the accounting software your bookkeeper already runs.
Turn on more as you scale.
Start with the core. Switch on premium modules when you're ready — several tie into a Primate WebFX website for booking and customer self-service.
GPS & smart dispatch
Live tech locations and route suggestions on the board.
Online booking
Customers self-schedule from your website; jobs land in the CRM.
Customer portal
Clients approve quotes, track jobs, and pay online.
Inventory & reviews
Stock levels, reorder alerts, and automated review requests.
Common questions
Yes — JobFlow connects to QuickBooks Online. Customers, invoices, and payments stay in sync, so your bookkeeper isn't re-entering anything.
It depends on what you're leaving — and we'll tell you straight before you commit. If your current system exports cleanly, customers, jobs, and invoices come over quickly. Coming off a bigger platform is more variable: the core records usually move fine, but full history, attachments, and custom fields can be harder to pull out cleanly, and some vendors don't make leaving easy. So we look at your exact setup first, handle the export and import for you, and tell you up front what will and won't carry over — no surprises mid-switch.
No. The field app installs like any phone app and is built around three things — see today's jobs, log hours, and finish the paperwork. Most crews are running on it the same week.
The mobile app is built for spotty coverage and keeps working when the connection drops, then catches up once signal returns.
Yes. Permissions are set per person, so a tech, an office admin, and an owner each see exactly what they should — nothing more.
It's self-guided — no call to book and no rep on the line. Request access and we'll send you a private demo link. From there the built-in Field Guide walks you through the real flows at your own pace: building a quote, opening a work order, invoicing, dispatch, safety forms. Poke around as long as you like. If you like what you see, that's when we talk.
Request your self-guided demo
Tell us where to send it and we'll email you a private demo link — yours to explore at your own pace, no sales call. Prefer to talk first? Get in touch.