Track Every Job Start to Finish
From first call to final invoice. Manage single visits or multi-day projects with ease. Nothing falls through the cracks.
AC Installation
Johnson Residence
AC Installation - 3 Day Job
Johnson Residence
Mon, Dec 18
Site prep & old unit removal
9:00 AM
Ductwork inspection
2:00 PM
Multi-Day Projects Made Simple
Big installations, phased renovations, recurring maintenance - schedule jobs that span days or weeks with clear task breakdowns for each visit.
- Break complex jobs into daily tasks
- Track progress across multiple visits
- Keep clients informed at every stage
Coordinate Large Teams with Ease
Whether it's two techs or twenty, match jobs to the right people based on skills, availability, and location. Multi-crew scheduling keeps everyone aligned on complex projects.
- Assign multiple techs and crews to jobs
- See team availability at a glance
- Technicians get instant mobile notifications
- Multi-crew coordination for large projects
Assign Team
0 assignedMike Thompson
Lead Tech
Sarah Kim
HVAC Specialist
James Wilson
Electrician
AC Installation - Job #247
Johnson Residence
Full Job History, All in One Place
Every visit, every file, every dollar - in a single view. No more digging through emails or spreadsheets. The complete story of every job lives right where your team can find it.
- Multiple visits tracked on a timeline
- Photos, documents, and file uploads per visit
- Finance tab: invoices, estimates, and payments
- Communication history and notes
Visual Pipeline & Kanban Boards
See every job at a glance. Drag cards across custom stages to move work forward. Build pipelines that match how your business actually operates - from quote to completion.
- Drag-and-drop kanban boards
- Custom pipeline stages
- Filter by status, team, or priority
Job Pipeline
The Complete Job Lifecycle
From the first phone call to the final payment, WorkZen keeps everything connected and moving forward.
Lead
Capture inquiry
Estimate
Send quote
Scheduled
Book the job
In Progress
Work on-site
Completed
Invoice & pay
Lead
Capture inquiry
Estimate
Send quote
Scheduled
Book the job
In Progress
Work on-site
Completed
Invoice & pay
Frequently Asked Questions
Everything you need to know about job management in WorkZen
Yes! Schedule jobs spanning days or weeks with different tasks for each visit. Perfect for installations, renovations, or phased projects.
Ready to Manage Jobs Like a Pro?
Track every job from first call to final invoice. Never miss a beat.
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