How it works
JB Field keeps your operation in one clean flow: create the job, send it to the right crew, collect a clear closeout, and keep payment tied to the job. No spreadsheets. No digging through texts.
Step 1
Create the job
- Capture the key details once (address, notes, price, due date)
- Set what “done” looks like so the crew doesn’t guess
- Everything is saved to the customer and job history
Step 2
Assign a crew
- Keep work cleanly separated by crew/team
- Your crew sees only what they need for that job
- Assignments are clear — no daily check-ins to sort out who's doing what
Step 3
Crew completes and submits
- Crew submits a clean closeout (notes, outcome, photos if you use them)
- Boss gets a ready-to-review summary
- You keep an audit trail for the customer
Step 4
Boss reviews and tracks payment
- Approve or send back for correction
- Track paid / partial / due tied directly to the job
- Optional: send payment links and keep records consistent
Step 5
Keep customers in the loop
- Send the right message at the right time — scheduled, completed, payment due
- Fewer inbound calls asking for status updates
- Every message is tied to the customer and job record
Step 6
Build a clean paper trail
- Every job has a clear history: what happened, when, and by who
- Photos/notes live with the job so you can answer questions fast
- When a customer calls weeks later, you have receipts — instantly
Boss view
You run the pipeline.
- See every job across crews
- Review completed work
- Track payments + history
- Keep customer info organized
Crew view
They just do the work.
- See today’s assigned jobs
- Open job details on-site
- Submit notes and closeouts
- No access to sensitive business settings
Want a walkthrough?
We’ll show you the full workflow and answer any questions.