JobSiteCore is built around a proven workflow that takes you from a new lead through the final invoice. Each step feeds the next, so you set things up once and reuse them everywhere.
The 6-step workflow
- Set up your company profile — logo, contact info, branding.
- Add a customer with their contact details and properties.
- Build a quote with line items, photos, and a signature line.
- Send it — the customer reviews and e-signs from the portal.
- Convert the signed quote into a project to track work.
- Invoice from project progress and send it to the customer.
Start with your company profile
Everything you send carries your company's identity. Set up your logo, business address, license numbers, and branding once and they appear on every quote, invoice, change order, and the customer portal.
Common questions
Do I need to create customers before quotes? — Yes. Customers are the parent record for quotes, projects, and invoices, so add them before you quote.
Can I create a project without a quote? — Yes. Standalone projects are fine for quick jobs that don't need a formal quote.
How do customers access the portal? — When you send a quote, the customer receives an email with a secure portal link. They see all their quotes, projects, and invoices in one place.
Simple vs. structured projects? — Simple projects have basic line items. Structured projects have construction phases, scheduling, and team assignments. The system recommends a mode based on the quote.