Public booking appointments

Review booking details and complete or cancel appointments here.

Projected job totals

These forecasts include leads and estimates and are separate from actual revenue. Uncollected approved job value excludes jobs that have not been approved. Total job values include payments already received. Projected profit uses paid and planned job costs, before company overhead; future costs not yet recorded will reduce it.

Project breakdown

Project breakdown separates all-time payments received from projected job totals. Actual profit above also deducts company operating expenses.

Costs, refunds & payments

Filter or correct recorded entries here. To change a job value, open the project and edit its estimate, change order or closeout. Saved form entries open saved forms; invoice payments open Invoices.

Dates, type and search filter this list only. Excel and print include the selected project breakdown and filtered list. CSV exports the filtered list. Entries without a date are excluded when a date range is selected. Downloads are snapshots; editing a downloaded file does not change JobForge.

Actual revenue is money received and recorded, even for a deposit on an unfinished job. Linked invoice sales tax is excluded from revenue and profit; unlinked payments need any sales tax removed before recording them as revenue. Unpaid completed jobs stay in projected job values until payment is recorded. Actual gross profit is revenue excluding linked sales tax minus paid job expenses. Projected total job profit is the total job value minus paid and planned costs; it is a forecast, not additional money received. Expenses exist only when you record money the business actually paid. A material amount on an estimate does not become an expense by itself, even when the estimate says the contractor will buy it.

Older costs on unfinished jobs are treated as planned until marked paid. Historical completed/paid job costs retain their existing treatment. In the entry list, use Mark paid and enter the payment date, or Mark planned to correct an unpaid cost. Changing job status does not pay a cost.

If an older job was manually adjusted to force the previous dashboard totals to match, open Job Records → Costs and remove those old adjustment entries. They are real saved cost records and JobForge will not silently delete them.

Clock in / out

Crews

Three app-access seats are separate from unlimited employee records. Superintendent → general foreman → foreman → employee. Supervisors and crews do not need logins.

Organization roster

Employee records do not grant app access. Only the owner sees or changes pay. Crew job titles do not change account permissions.

Schedule a worker

Record actual time

Enter actual start and end times, including any missed clock. Submitted hours stay in planned costs until the owner records payment.

Schedule & timesheets

Filters select the lists by shift start date. Summary cards and CSV include all loaded records. Times display in your device's local timezone.

Scheduled shifts

Actual work

Cash basis uses dated customer payments. Accrual basis uses invoice subtotals by invoice date. Expenses use their recorded dates in either method. Choose the method you use with your tax preparer. Current-year projection is optional.

Tax preparer package

Prepare recorded income, expenses, mileage and equipment details for your accountant. Includes company records and your own personal tax inputs/payments. Projections are excluded. Review before sharing.

Up to 30 files, 30 MB total. Selected documents remain on your device. Nothing is uploaded, scanned or sent automatically. To include receipts already saved under a job, download them from Photos & Files first, then select them here.

IRS form references

The printable summary and CSV are workpapers to help prepare your return. They do not fill or submit official forms.

Additional business expenses and tools

These records add to expenses already entered under Job Records → Costs. Do not enter the same purchase twice. Tools or equipment saved as “needs review” are kept in the asset list and excluded from the tax estimate until their treatment is determined.

Business mileage

Record the date, vehicle, business reason, route, and miles. The estimate applies the IRS standard mileage rate for that trip date. Don’t use this method together with the same vehicle’s actual operating expenses.

Federal estimated tax payments

Enter federal estimated payments or extension payments already made for the selected tax year. These reduce the “still owed” estimate.

Team Members

Owners manage billing and access. Managers manage jobs and business records. Employees see assigned jobs and can add daily logs and upload files. Company tax expenses and mileage are visible to owners. Personal filing assumptions and federal payments stay private to each login.

Invite a User

Your plan includes three people total: you and two teammates. Pending invitations reserve a spot until accepted, canceled, or expired. No invitation email is sent automatically.

1. Create an invitation using your teammate’s email and access role.
2. Copy the link below and send it by text or email. Save it so they can reopen it.
3. They open the link and sign in with that email, or create an account.
4. If they create an account, they confirm their email, then reopen your invitation link and tap Accept Invitation.

Assign Projects

Employees only see jobs assigned to them. Owners and managers can access all company jobs.

Former team members

Removing a member ends their company access and frees their seat. Their work stays with the company under their original name. Use a new invitation and assignment for a replacement.

Project assignment history

Assignments transfer access, not ownership or authorship. Dates below show when a project changed hands. Older assignments start with a setup snapshot.

Post a team update

Message board

Select a date to see its tasks. Unfinished one-time tasks from earlier dates remain listed. Recurring tasks are completed separately for each scheduled date.

Add or edit a task / routine

Task & routine directory

Use this list to edit or reassign routines, including tasks assigned to a former teammate. Archive finished routines to preserve their completion history.

Company storage

Shared cloud storage for your company’s job files, receipts and Team Hub attachments. Archived and retained files still count. Database records, saved form text and embedded logos use separate database space and are not counted here.

Photos are optimized before upload when the optimized copy is smaller; source images stay on your device. PDFs are preserved. There is no guaranteed compression ratio. Uploads must still fit the 10 MB saved-file limit.

Company logo

Optional. Add a small logo beside your company name on new forms and printed reports. PNG, JPG or WebP, up to 5 MB.