Field staff finish a job and nothing updates — office calls tech, tech calls customer, status stays "In Progress" all day
0%
GPS check-in compliance without automation
Manual clock-in/out for field crews fails within weeks — the habit never forms without automated location triggers
1 week
work-ordered to invoice sent
HouseCall Pro user — every manual handoff between job status and billing adds days; projects must auto-advance the pipeline
75%
of CRM failures trace to field adoption
Techs revert to texting the office — project records go stale, job costing becomes fiction, scheduling breaks down
Projects are the core unit of work in the CRM. A project represents a single job for a customer — from the initial estimate through completion and payment. Every piece of field data (photos, time entries, receipts, notes) attaches to a project. Every financial transaction (estimate, invoice, change order) links to a project. The project record is the single source of truth for what happened on a job.
AllIn ProgressScheduledCompleteOverdue
43 projects
ProjectCustomerStatusTech AssignedDue DateAmount
Roof Repair — Park ResidenceSarah ParkIn ProgressRoofing Crew AMay 18$8,400
Gutter Install — Elm StreetMike TorresScheduledJake TorresMay 19$2,200
The same project data renders in five interchangeable views. A view switcher in the toolbar lets office staff jump from list to kanban to gantt to calendar to map without leaving the page — the underlying filter and date range carry across.
Each bar is a project, sized to scheduled date → estimated completion. Drag the bar to reschedule. Drag the edge to extend. Overlapping crew assignments highlight in red.
The project list mockup at the top of this page shows the full column set: project name, customer, status badge, assigned tech, due date, and contract value. Use the tab filters (All / In Progress / Scheduled / Complete / Overdue) to narrow the view. The list supports sorting by any column and inline status updates without opening the full record.