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Small-business job management

Job management software for small service businesses

You do not need to be a construction company to work by the job. A property clean, repaint, repair or installation all need a clear scope, a place to keep costs and a way to bill the client.

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Amount dueCA$7,500.00
Open invoices1
InvoiceClientStatusTotalUnpaidOpen
ProgressMay 18Example HomeownerSample Deck RenovationOverdueDue Jun 1 · 164 days lateCA$7,500.00CA$7,500.00
ProgressMay 10Example HomeownerSample Deck RenovationPaidPaid in fullCA$4,250.00—
ProgressMay 2Example HomeownerSample Deck RenovationPaidPaid in fullCA$4,000.00—

Interactive project workspace · sample data

The problem

Where the work slips.

Small gaps between the estimate and the work add up.

  • Client details are copied into every new document.
  • The calendar does not explain what the job includes.
  • Small expenses are lost before the job is reviewed.
  • Adding a second worker makes office-to-field handoffs harder.

In Ordvero

How the work moves.

From the agreed scope to the final invoice, on one project.

  1. Step 1

    Start with the next real job

    Name the project and add its client and location. Keep instructions with it. You can begin with the information you have and add team assignments or a schedule later.

  2. Step 2

    Keep the scope and documents together

    Create estimates and invoices using saved business details and document defaults. Review each document’s description and amounts for the particular job.

  3. Step 3

    Add costs as work happens

    Review scanned receipts or enter purchases and assign them to the project. Record labour when needed so your cost review reflects more than the supplier total.

  4. Step 4

    Review the balance and the next visit

    Use the schedule for planned work and recorded payments for outstanding balances. As more people join, assign work and permissions instead of sharing one account.

Is it a fit?

Common questions

For solo operators, small service companies and growing office-and-field teams. Cleaning, maintenance and property services fit alongside contractors; the common requirement is work organized around identifiable jobs.

Do I need a crew to create a job?

No. You can create a project before assigning people or scheduling work. Saved crews are optional and useful when the same people regularly work together.

Can I try it without a credit card?

Eligible new workspaces can choose a plan and start its free trial without a credit card. Add a payment method before the trial ends to continue; without one, the trial ends without a charge. Business phone numbers and client texting are not included in the free trial. Current durations and limits are listed on the pricing page.

Related

Start with your next job.

See how the project record fits your business, then choose a plan.

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