Structured names
Keep a display or company name plus optional prefix, first name, last name, and preferred greeting without guessing how a legacy name should be split.
Feature overview
Customer relationships and job records in one practical system
JobFrame focuses on the real chain of service work: know the customer, price the job, document what happened, preserve the receipt, follow up responsibly, and keep the records portable.
Customer relationships
A searchable Customer Hub, not a loose contact list
Tags, notes, and follow-up
Organize customers with searchable tags, private notes, follow-up dates, and upcoming filters.
Activity and job history
Review customer changes, consent updates, linked jobs, estimates, receipts, and other recorded activity from one customer record.
Archive and restore
Move inactive customers out of the main hub without deleting their history, then restore them when work returns.
Plan the work
Jobs, pricing, estimates, and business identities
Business profiles
Maintain separate business names, contact information, logos, icons, and social or review links, then select the right identity for each job.
Job templates
Copy common job titles, categories, pricing lines, receipt descriptions, and business defaults.
Flexible pricing
Combine flat-rate, per-item, and square-foot calculations in the same job with separate internal and customer-facing descriptions.
Estimate revisions
Set expiration dates, preserve issued pricing snapshots, and create a new revision when pricing changes.
Approve and document
Proof of what was approved and what was completed
In-person estimate approval
Collect estimate approval on the business Android device. Browser-based remote approval links are planned, not currently available.
Before-and-after photos
Keep visual proof with the job and include it on detailed receipts when appropriate.
Completion signatures
Record signer name, date, and signature separately from estimate approval.
Separate permissions
Keep receipt delivery, promotional email, promotional text, and photo-use choices independent and optional.
Preserve the record
A chronological Receipt Book with honest revision history
Three receipt modes
Generate detailed visual, summary, or payment-only PDFs based on what the customer needs.
Immutable snapshots
Preserve issued receipt details instead of silently changing a historical customer document when the working job is edited.
Grouped revisions
Keep R1, R2, R3, and later corrections together under the latest receipt so the ledger stays readable.
Search, preview, and reissue
Find receipts quickly, open older revisions, prepare delivery, and create a corrected revision without deleting the original.
Follow through
Consent-aware outreach drafts that stay under human control
Separate eligibility
Track email and text permission separately, honor Do Not Contact status, and recalculate eligibility from the current customer record.
Safe personalization
Resolve greetings from preferred greeting, then first name, then “Hi there” without guessing from prefixes, display names, or company names.
Reusable templates
Store reusable content while customer names and the selected business identity are applied only when a personalized draft is previewed.
Drafts, not automatic sending
Review prepared email or text content before opening a compatible Android app. JobFrame does not send outreach by itself.
Learn and protect
Guided setup, contextual help, and portable local records
First-launch Quick Setup
Move through business profile, customer, first job, and first backup steps using the real app screens.
Guided feature tour
Replay a complete in-app reference covering current tools, limitations, and recommended workflows.
Destination-aware help
Open help from a feature and continue to the relevant job section, photo tool, signature tool, receipt controls, or prerequisite.
Backup and restore
Create versioned ZIP backups with JSON, CSV, optional media and PDFs, validation, and an automatic recovery backup before restore.
Designed to remain useful offline
Core customer records, jobs, estimates, photos, signatures, outreach drafts, receipts, and backups remain available without a JobFrame account. Future remote approval, cloud delivery, and accounting connections are planned as optional extensions rather than requirements.