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Job Management

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

Lead
Lead
Estimate
Scheduled
In Progress
Completed
123 Main St, Springfield
Dec 18-20, 2025
Mike T., Sarah K.

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

Assign the Right Team

Match jobs to technicians based on skills, availability, and location. Everyone knows where they need to be and what they need to do.

  • Assign multiple techs to complex jobs
  • See team availability at a glance
  • Technicians get instant notifications

Assign Team

0 assigned
👨‍🔧

Mike Thompson

Lead Tech

👩‍🔧

Sarah Kim

HVAC Specialist

👨‍🔧

James Wilson

Electrician

The Complete Job Lifecycle

From the first phone call to the final payment, WorkZen keeps everything connected and moving forward.

1

Lead

Capture inquiry

2

Estimate

Send quote

3

Scheduled

Book the job

4

In Progress

Work on-site

5

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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