Company Code:
User Name:
Password:
Login
Welcome to the JobTrack Mobile System
Workflow
To-Dos
Scheduler
Contacts
Add a Contact
Find a Contact
List My Contacts and Jobs
Map My Contacts and Jobs
Videos
The value of a New Roof
What to expect when getting your Roof Replaced
What to expect when getting your Siding Replaced
Testimonials
Testimonials
#1
#2
#3
Utilities
Estimate prices
Check Approval
Sign Out
Find a Customer
Start Typing to Search:
Customers found
Back
Current
All
Prospects
Jobs
Collections
Commision
Sales Total:
$0
Total Collected:
$0
Balance:
$0
Running Commission Total:
$0
Back
Contact Information
Contact Options
Address and Information
Contract
Estimate
Photos and Document Images
Job Detail / Financial Overview
Notes
Rooftop View / Map
Generate Documents
Invoices
Customer Invoice
Insurance Invoice
Custom Invoice
Purchase Orders
Purchase Order: Roofing (blank)
Purchase Order: Roofing (filled)
Add a To-Do for this Customer / Job
Create a New Proposal / Estimate for this Contact
Back
Estimate
Add
Single
Item
Create
Estimate
from Contract
Delete
Zero
Items
TOTALS
Subtotal
$0.00
Overhead
%
$
Profit
%
$
Tax
%
$
TOTAL
$1.00
Insurance Amount
$
Back
Preview
Import
Line Item
Select From List
Custom
Item:
Quantity:
Price:
Total:
Back
Save
Customer Information
First Name
Last Name
Company
Address
City
State
Zip
Home Phone
Work Phone
Cell Phone
Email
Sales Person:
-2
Contact Status:
Lead
Prospect
Customer
Inactive
Back
Save
Email
Scheduler
Today
Yester
day
Tomor
row
This
Week
Last
Week
Next
Week
This
Month
Last
Month
Next
Month
All
From Date
To Date
Update List
Back
Create Appointment
Appointment
Appointment Type:
Customer
Other
Customer:
Jim Smith, 112 South 12th Avenue, Tulsa
Robert Johnson, 112 South 12th Avenue, Tulsa
R Johnson, 112 South 12th Avenue, Tulsa
Description
Appt Date:
From
To
Notes
Back
Save
Workflow
Back
To-Dos
Back
Create To-do
To-Do
To-do Category:
Call
Fax
Email
Other
To-do Priority:
None
Low
Medium
High
Due Date:
Description
Complete Date:
Back
Save
Job Details / Financial
Charges
Contract Amount:
Discount:
Additional Charge:
Charge Total:
Paid
Paid Total:
Unpaid Balance:
Cost
Material Total Cost:
Labor Cost:
Office Cost %:
Job Cost Total:
Status
Status:
Closed:
Inspected:
Measurements
Valleys (ft):
Actual Squares (#):
Total Squares (#):
Hip & Ridge (ft):
Ridge Vent (ft):
Pitch:
Perimeter (ft):
Job Address
Address:
City:
State:
Zip:
Sales Person
Sales Person #1:
Sales Person #2:
Back
Notes
Back
Create Note
Add/Edit a Note
Date Entered:
Note
Back
Save
Roof Top View / Map
Pitch:
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
/12
Back
Save
Attached Files
Email Files
Add Files to
Delete Files
Back
Take Pic
Upload
select photo(s)
Delete Selected Files?
Are you sure you want to delete these files?
This action cannot be undone.
Cancel
Delete
Complete
Email
