Customers
Keep contact details, notes, job history, quotes and invoices together for every customer.
Simple software for managing your leads
Stop Losing Leads. Start Winning More Jobs.
Manage customers, track quotes, organize jobs, and stay on top of follow-ups — all from one simple dashboard.
The tools you need
Everything stays organized.
Practical tools for managing customer work from the first inquiry through payment.
Leads
Add opportunities, update their stage and see which potential jobs need attention.
Quotes
Create clear quotes, record their status and convert them into invoices when the work moves forward.
Follow-Ups
Schedule reminders, see what is overdue and keep a record of completed follow-ups.
Invoices
Build itemized invoices, download PDFs, share secure links and record manual payments.
Dashboard
See active leads, total customers and follow-ups needing attention as soon as you sign in.
A simple customer workflow
How It Works
From the first lead to the final payment, JobWise keeps each step connected.
Step 1
Create Account
Sign up and set up your private business dashboard.
Step 2
Add Lead
Save the customer and job details in one place.
Step 3
Manage Quote
Create a quote and update its status as the job progresses.
Step 4
Follow Up
Schedule a reminder and contact the customer yourself.
Step 5
Track Payment
Create an invoice and record payments as you receive them.
Your work, in one place
A clear view of every lead.
See the same simple dashboard you will use to manage customers and follow-ups.
Fictional previewDashboard
A quick look at your business
Active leads
3Open opportunitiesTotal customers
3Saved customer profilesFollow-ups needing attention
0Overdue or due todayUpcoming follow-ups
All follow-upsNo reminders scheduled
Schedule a follow-up from any customer or lead profile.
Pricing that grows with you
Simple Pricing. No Complications.
Compare the features planned for each account level.
Starter
For small businesses that want to stay organized.
$29/month
- Customer profiles and notes
- Lead and pipeline tracking
- Quotes and invoices
- Manual follow-up reminders
- Dashboard overview
- Search and filtering
Professional
For growing businesses that want to manage leads more efficiently.
$59/month
Everything in Starter, plus:
- Website lead capture forms
- Customer import and export
- Customer activity history
- Invoice PDFs and secure sharing
- Manual payment tracking
- Advanced filtering
Early access: create your account now. Paid checkout and plan-based feature limits are not configured, so no payment is collected and existing accounts keep their current access.
Frequently asked questions
Keep the next job moving.
Bring your leads, customer details and follow-ups together.