Explore the entire quote-to-cash process with every record, beginning with the initial estimate and ending with the final invoice, with the signed contract in between.
Text customers from the system; we even handle the setup of the toll-free and 10DLC numbers as well as the carrier registrations for you.
Multi-day jobs span the customer's calendar cleanly and one-off jobs are as simple as creating a visit; visit times are the same for everyone (admins, workers, and customers).
Cloud Job Manager doesn't charge you for quoting, scheduling, invoicing, and time tracking. Payment processing through Host Merchant Services is integrated right into the same platform.
Simplifies the payment process for the customer by sending a one-click payment link via SMS.
Balances and payments are indicated on the invoice itself. Outstanding balances can be seen on the invoices list. Payment methods are listed on receipts.
Include PayPal, Venmo, Cash App, and even cryptocurrency on the payment method forms (cash, check, and ACH payments are recorded for tax reporting).
Subscription renewals halt automatically for delinquent accounts, protecting your balance.
Invoice-level discounts and codes are available during the checkout process.
Payment processing occurs via a connection to Host Merchant Services and works hand in hand with the quoting, invoicing, and billing modules of Cloud Job Manager.
Scheduling jobs that span multiple days won't mess up your customer's calendar. Single-day jobs automatically create a visit — the same across all admins, employees, and customers, so there's no misalignment of office-to-field schedules.
Geofence auto clock-out closes punches. A limit of 24 hours per day caps payroll entries so a bad punch doesn't become a bad paycheck. Payroll reports can be previewed before downloading in CSV, PDF, or Excel format.
Per-company integration with QuickBooks and full support for Xero keep the books balanced without unnecessary data entry. A guided CSV import keeps records current, and attachments up to 25 MB upload through an engine that splits big files into chunks.
Two-factor authentication can be set to deliver a code via an application or SMS. Our new interface is quick, with faster form filling, formatted dates and times, anti-clickjacking, and hardened team-access and settlement security.
For the core tools of quoting, scheduling, invoicing, and time tracking, Cloud Job Manager does not charge any fees. With Cloud Job Manager you also get more ways to accept and manage payments such as text-to-pay invoicing, clear “Balance Due” or “Amount Paid,” and reliable recurring billing — all are just a click away.
No charge for quoting, scheduling, invoicing, or time tracking.
Clear balance-due and amount-paid status on every invoice.
Our team sets up your Host Merchant Services connection start to finish.
No more copy/paste between tools; quotes, schedules, invoices, time logs and customer texting all reside in a single system.
Cloud Job Manager charges no per-user cost and charges nothing for functionality. Payment processing runs through Host Merchant Services.
Per-company integration with QuickBooks and full support for Xero. No customer data is lost during book synchronization.
Auto clock-out with geofence, payroll safety mechanisms, large file uploads, job documents and photos, plus an improved dark mode, in an app that stays fast on the desktop or in the truck.
