Job ManagementUpdated July 2026

Managing jobs and the pipeline

QuoteMate isn't just quoting — it tracks each job from first enquiry through to paid, so you can see where everything stands from the dashboard.

The 9-stage pipeline

Every job moves through these stages, each stamped with a time:

Inquiry → Quoted → Accepted → Scheduled → In progress → Completed → Paid → Closed (plus Cancelled).

Update a job's stage as work progresses and see your whole pipeline at a glance on the dashboard.

Scheduling

Schedule jobs with a date so you know what's on. You can connect Google Calendar in Settings to keep scheduled jobs alongside your calendar. (See the note below on calendar sync.)

Calendar sync note: connecting Google Calendar is available in Settings. If you rely on scheduled jobs appearing automatically on your Google Calendar, confirm the behaviour on your device first — see Google Calendar integration.

On-site photos

Attach photos to a job and annotate them with arrows, circles, and dimensions — handy for recording site conditions, marking up where things go, or documenting completed work.

Checklists

Add checklists to a job for materials and to-dos, so nothing gets missed on-site.

Follow-ups

QuoteMate can automatically follow up on quotes that haven't been accepted and remind customers about unpaid invoices. See Tracking payments and reminders.

Related

Still stuck?

Email [email protected] with what you were trying to do and a screenshot if you have one. You get a reply from the person who builds the app.

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Free plan, no card needed. Describe the job, check the priced materials list, send it from your phone.

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