Cloud Job Manager

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Core Features

Cloud Job Manager comes loaded with powerful features to run your service business smoothly.

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Cloud Job Manager
comes loaded with powerful features to run your service business smoothly

Cloud Job Manager
comes loaded with powerful features to run your service business smoothly

It functions as your all-in-one CRM, scheduling system, and contractor invoicing software, integrating all the tools you need to streamline work and impress customers.
Below is an overview of Cloud Job Manager’s core capabilities – each designed to save you time, get you paid faster, and give you complete control over your operations, whether in the office or out in the field

Built for the trades, built for your business

Cloud Job Manager comes loaded with powerful features to run your service business smoothly

Customer Management

Keep all your client details, notes, and communication history in one place. With a centralized customer database, you’ll never scramble for an address or forget a past job – every client interaction is logged for quick reference and better service.

Job Quoting & Invoicing

Create professional estimates and invoices in just a few clicks, no matter if you’re in the office or on site. Cloud Job Manager’s quoting and invoicing tools help you win more jobs and get paid faster by allowing on-the-spot quotes and easy online invoice payments – a true contractor invoicing software solution.

Recurring Billing & Payments

Easily set up repeat jobs or maintenance contracts with flexible recurring billing options. Schedule invoices to go out automatically at set intervals, and let clients enroll in autopay via credit card or ACH for ongoing services. Steady work and subscription jobs become effortless to manage (and you’ll enjoy predictable cash flow).

Smart Payment Options

Offset processing costs or reward your customers’ payment choices automatically. Cloud Job Manager supports built-in surcharging and cash discount programs – automatically adding card surcharges or applying cash-payment discounts within the invoice, according to your configuration. This encourages cost savings and boosts your margins without extra manual steps .

Scheduling & Dispatch

Dispatch jobs to your team with an intuitive drag-and-drop calendar. See each technician’s schedule at a glance and assign jobs without conflicts. Automated reminders and route optimization help ensure your crew gets to the right place on time, increasing efficiency and keeping customers happy.

Contracts & e-Signatures

Generate professional work contracts or service agreements and collect legally binding e-signatures in minutes. Clients can review and sign documents from their phone or computer. No printing, scanning, or snail mail – just faster approvals and peace of mind for you and your customers.

Integrated Payment Processing

Offset processing costs or reward your customers’ payment choices automatically. Cloud Job Manager supports built-in surcharging and cash discount programs – automatically adding card surcharges or applying cash-payment discounts within the invoice, according to your configuration. This encourages cost savings and boosts your margins without extra manual steps.

Mobile App Access

Work on the go with Cloud Job Manager’s full-featured mobile app for iOS and Android. In the field or at a job site, you can schedule new appointments, update job details, send invoices, and even take payments right from your phone. The mobile experience syncs in real time with your office, so everyone – field techs and office staff – stays on the same page.

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to experience the difference, or Schedule a Demo to see Cloud Job Manager in action. We’re confident it will be the last field service management software you’ll ever need to grow your contracting business.

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Integrated communication
(email & SMS)

Keep your clients in the loop effortlessly. Cloud Job Manager can automatically send appointment reminders, job confirmations, and status updates via email or text message. You can even send out newsletters or promotional emails to your client list to generate repeat business.
All communications are logged under each customer, so you maintain a
professional, timely touch with minimal effort.

Integrated communication
(email & SMS)

Custom templates & tracking

Custom templates & tracking

Save time and present a consistent brand image with customizable email templates for quotes, invoices, and follow-ups. Design your templates with your logo and messaging once, then reuse them for every job. You’ll also know exactly when a client opens your email or estimate – Cloud Job Manager notifies you when emails are viewed.
With open tracking, you can time your follow-up calls perfectly or resend an invoice if you suspect it got lost in a customer’s inbox.

Smarter business tools

Real-Time
Dashboard

Get instant insight into your business at a glance. Cloud Job Manager’s dashboard shows live status of jobs (scheduled, in progress, or completed) and payments received versus outstanding. Track your day’s progress and your cash flow in real time – so you’re never in the dark about what’s going on across your operations.

Insightful
Reports

Make data-driven decisions with built-in reports on revenue, expenses, and staff productivity. In a few clicks, see which services are your biggest earners, which technicians are most efficient, and how your monthly performance stacks up. These reports help you identify trends and opportunities to grow smarter, not harder.

Versatile
Job Management

Handle one-off jobs and long-term service contracts with equal ease. Need to schedule a single emergency repair? Done. Setting up a season-long landscaping contract or a yearly maintenance plan? That’s handled too. Cloud Job Manager lets you manage recurring jobs alongside ad-hoc work orders, ensuring nothing falls through the cracks and every job gets the attention it deserves.

Anywhere
Anytime Access

Because it’s a cloud platform, Cloud Job Manager gives you a seamless experience on any device. Start a quote on your office computer, and finish it on your phone at the job site – all your data stays synced automatically. Whether you’re at the office, on the road, or at home, you have the full power of your business software at your fingertips.