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Project Management
Plan, track, and deliver complex field service projects in Joblogic, with full visibility over jobs, costs, and profitability.
by Joblogic MarketplaceJoblogic’s Project Management module is built for field service businesses managing project-based work. From multi-site installations to phased refurbishments and long-term upgrade rollouts, it brings jobs, costs, invoices, milestones, and performance reporting into one structured workspace.
For operations, finance, and delivery teams, it brings delivery, cost, and progress into one live view, so the team has oversight of what is moving, what is outstanding, and where attention is needed.
The result is better visibility, more accurate invoicing, and the control you need to deliver field service project management at scale.
Who it’s for
Joblogic’s Project Management module is designed for service businesses delivering project-based work alongside reactive callouts and maintenance contracts, from single-site installations to complex multi-stage rollouts.
It is most valuable for teams that:
- Need to manage multiple engineers or subcontractors across a single project
- Want to track project costs and margins without leaving their job management system
- Handle milestone billing, staged invoicing or retention-based contracts
- Need a clear record of scope changes and project variations
- Want finance, operations and delivery teams working from the same project data
Business benefits
See the full picture of every project
Bring cost, delivery, and progress into one place, so every team can see what is moving, what is slipping, and where action is needed.
Know your project margins in real time
Live cost and invoice tracking lets you compare estimated and actual performance at any point in the project, not just at the end.
Invoice projects accurately, every time
Automated payment applications, retention tracking, and structured billing cut out the admin that slows billing down and leaves room for dispute.
Manage changes without losing control
A structured variation workflow keeps scope changes recorded, approved, and billed.
Get started
Hit the ‘Request App’ button to speak with your CSM about enabling Project Management. Give your team one place to manage project work from first job to final invoice.
01
See every project in one place
Bring jobs, costs, invoices, tasks, and notes into one place, so the team can see exactly where the project stands without chasing updates or stitching information together.
02
Track costs and margins in real time
The Projects Dashboard brings live project value, costs, retentions, and profit margin into one view, so your team can see where each project stands without waiting for month-end.
03
Link jobs directly to the project record
Log and manage jobs from within each project, so every engineer visit, subcontractor task, and cost line stays tied to the right record. That gives your team a clear view of delivery activity as the project moves forward.
04
Invoice accurately at every stage
Support both fixed-price staged invoicing and time-and-materials billing. Generate payment applications on schedule and manage retention in the same workflow. Then issue invoices without manual recalculation.
05
Manage scope changes with a clear audit trail
Track every variation to project value with a structured workflow. Record what changed and when, so extra work is properly captured, approved, and billed.
06
Give customers a clear view of their project
Share quotes, applications, and invoices directly through the customer portal. Customers can review and approve project sections without extra emails or calls.
Price Available on
Request
Version
1.0.0
Categories
Scheduling and resource management
Recommended for
Service delivery team
Project manager
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Joblogic’s Project Management module is built for field service businesses managing project-based work. From multi-site installations to phased refurbishments and long-term upgrade rollouts, it brings jobs, costs, invoices, milestones, and performance reporting into one structured workspace.
For operations, finance, and delivery teams, it brings delivery, cost, and progress into one live view, so the team has oversight of what is moving, what is outstanding, and where attention is needed.
The result is better visibility, more accurate invoicing, and the control you need to deliver field service project management at scale.
Who it’s for
Joblogic’s Project Management module is designed for service businesses delivering project-based work alongside reactive callouts and maintenance contracts, from single-site installations to complex multi-stage rollouts.
It is most valuable for teams that:
- Need to manage multiple engineers or subcontractors across a single project
- Want to track project costs and margins without leaving their job management system
- Handle milestone billing, staged invoicing or retention-based contracts
- Need a clear record of scope changes and project variations
- Want finance, operations and delivery teams working from the same project data
Business benefits
See the full picture of every project
Bring cost, delivery, and progress into one place, so every team can see what is moving, what is slipping, and where action is needed.
Know your project margins in real time
Live cost and invoice tracking lets you compare estimated and actual performance at any point in the project, not just at the end.
Invoice projects accurately, every time
Automated payment applications, retention tracking, and structured billing cut out the admin that slows billing down and leaves room for dispute.
Manage changes without losing control
A structured variation workflow keeps scope changes recorded, approved, and billed.
Get started
Hit the ‘Request App’ button to speak with your CSM about enabling Project Management. Give your team one place to manage project work from first job to final invoice.
01
See every project in one place
Bring jobs, costs, invoices, tasks, and notes into one place, so the team can see exactly where the project stands without chasing updates or stitching information together.
02
Track costs and margins in real time
The Projects Dashboard brings live project value, costs, retentions, and profit margin into one view, so your team can see where each project stands without waiting for month-end.
03
Link jobs directly to the project record
Log and manage jobs from within each project, so every engineer visit, subcontractor task, and cost line stays tied to the right record. That gives your team a clear view of delivery activity as the project moves forward.
04
Invoice accurately at every stage
Support both fixed-price staged invoicing and time-and-materials billing. Generate payment applications on schedule and manage retention in the same workflow. Then issue invoices without manual recalculation.
05
Manage scope changes with a clear audit trail
Track every variation to project value with a structured workflow. Record what changed and when, so extra work is properly captured, approved, and billed.
06
Give customers a clear view of their project
Share quotes, applications, and invoices directly through the customer portal. Customers can review and approve project sections without extra emails or calls.
Price Available on
Request
Version
1.0.0
Categories
Scheduling and resource management
Recommended for
Service delivery team
Project manager
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