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JobCard

Private betaBuilt for QuickBooks-based service teams

Turn approved QuickBooks quotes into job cards your team can follow.

Stop copying quote details into spreadsheets, messages, and job sheets. Create a clear internal job card from the work your customer already approved.

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See how it works

No credit card required. Early access for QuickBooks-based service teams.

Quote or invoice → operational job card → team-ready handoff
QuickBooks quote or invoice
Estimate #1042
Approved
ABC Installations
Customer-facing lines
Consumer unit kit£186
20m 2.5mm cable£64
Labour, half day£240
Internal job card
JobCard
Shared with team
JC-1042 · Consumer unit swap
Operational detail (not on the customer document)
Internal notes

Customer out. Key under plant pot. Mind the dog.

Materials & locations
Consumer unit kitShelf B4
20m 2.5mm cableAisle 2
Checklist
Isolate supply & prove dead
Test RCDs after install
Secure link · 7 daysSend
Team-ready handoff
Field & workshop
Ready to start

Everything in one place before work begins

  • Scope, materials, and site notes match the approved quote
  • Safety and install checklist visible before leaving the yard
  • One link — no QuickBooks login on site
Admin stays in QuickBooks. The team runs from the job card.
  • No duplicate entry
    Pull approved quote details into a reusable job card.
  • Internal instructions stay internal
    Keep customer-facing quotes separate from team notes.
  • One handoff view
    Give office and field teams the same source of truth.

The gap

Quotes are for customers.Job cards are for the team.

QuickBooks is great for getting work approved. It is not where crews should hunt for instructions, internal notes, files, or job status. JobCard turns the approved quote into the operational handoff your team actually needs.

Workflow

From approved quote to team-ready job card

Start with the work your customer approved, then add the internal details your team needs to deliver it.

  1. 1

    Import the approved quote

    Bring across customer, scope, line items, and job context from QuickBooks.

  2. 2

    Add internal instructions

    Attach notes, tasks, files, photos, and team-only details.

  3. 3

    Assign and track the work

    Give the job a status, owner, and clear next step.

  4. 4

    Keep the handoff clean

    Separate customer-facing pricing from internal delivery details.

Operational layer

Add the operational details QuickBooks was not designed to carry.

Keep pricing and approval in QuickBooks. Use JobCard for the internal work: instructions, assignments, files, notes, and status.

  • Team-only instructions
  • Files, photos, and job context
  • Status from approved to completed
  • Cleaner handoff from office to field
  • Less copying into spreadsheets or messages
Job card

JC-1042 · Consumer unit swap

Shared with team

Customer / site

ABC Installations · 14 Oak Lane, Bristol

Customer out — key under plant pot. Mind the dog.

Job scope

Replace consumer unit, test final circuits, certify and hand back.

Materials

Consumer unit kitShelf B4
20m 2.5mm cableAisle 2

Checklist

Isolate supply and prove dead
Test RCDs after install

Assigned team

Alex & Jordan · Van 2

Due date

Tue 14th · AM slot

Use cases

Built for service teams turning approved quotes into scheduled work.

Give office staff and field teams a shared job card without changing how you quote in QuickBooks.

Office admins

Create job cards without rebuilding the quote in another tool.

Operations managers

Track what is ready, assigned, in progress, and completed.

Field teams

See the instructions, files, and context needed to do the job right.

Day-one outcomes

What your team gets on day one

A cleaner handoff process without rebuilding your quoting workflow.

Approved quote intake

Start job cards from approved QuickBooks quote details.

Internal job notes

Add the instructions customers should never see.

Task and status tracking

Know what is approved, assigned, active, and done.

Files and context

Keep photos, documents, and job details attached to the work.

QuickBooks fit

Keep quoting in QuickBooks. Run the job from JobCard.

JobCard is designed for teams that already use QuickBooks for quotes, customers, and approvals. It adds the internal execution layer after the quote is approved.

  • No new quoting workflow
  • No customer-facing quote changes
  • Internal team details stay separate
  • Built for approved quote handoff

Before & after

Less admin cleanup. Fewer missed job details.

Replace scattered spreadsheets, messages, and copied quote details with one internal job card.

Before JobCard

Scattered work after a quote is approved

  • Quote approved in QuickBooks
  • Admin copies details into a spreadsheet or message
  • Internal notes spread across email and chat
  • Field team asks for missing context
  • Job status is hard to track

After JobCard

One internal path after approval

  • Approved quote becomes a job card
  • Internal notes and files stay with the job
  • Team sees the same instructions
  • Status is visible from handoff to completion
  • Less re-entry and fewer missed details

Pricing

Simple pricing for operators, not procurement teams.

Start with one workspace for the team that turns approved quotes into completed jobs.

Founding customer planOperator
Freeduring beta

Founding plans from $49/month per workspace after beta.

For service teams that want to turn approved QuickBooks quotes into clear internal job cards.

  • Approved quote to job card workflow
  • Unlimited job cards
  • Internal notes, files, tasks, and statuses
  • Team members included during beta
  • QuickBooks-based workflow support
  • Email support during beta

No credit card required during beta.

Founding customers keep early-access pricing for 12 months after launch.

Frequently asked questions

Straight answers about QuickBooks fit, beta access, and what happens next.

No. QuickBooks remains your system for customers, quotes, invoices, and accounting. JobCard adds the internal job handoff layer after work is approved.