One card that tells you where the job stands, all the way to paid

Open a customer and the whole job reads top to bottom on one card: what it sold for, what the contract says, what was paid, what is scheduled and what paperwork has landed. Lock the pricing in from that card and the job number comes back on its own — nothing re-keyed, nobody waiting on the office. The house is on the card too, so you know what you are walking up to.

Once a job is sold, the status at the top moves on its own as the job does — waiting to install, scheduled with the real date (booked from the card), dispatched, installed, collected, funded and paid. Each step comes straight from the company's own records, so you never have to call the office to ask where it stands.

Payment wording is honest. A job only shows as collected when the money has landed; until then an installed job says “unfunded”, so a short payday never catches you out. A payment that was canceled, declined or voided is never counted as money received. Funded means the customer's money has landed and cleared, and that is what decides the pay period.

Cancellations, handled from the card. If a customer cancels while the job is still waiting to install, tap ✕ Cancel next to the status, pick the reason the company uses, and confirm. The opportunity is set to Canceled Contract in Salesforce first, and only once that is confirmed does the card show a red ⛔ Canceled contract flag. Nothing changes on a single tap.

An expanded customer card for a sold job: the status column reading top to bottom, a booked install date, street and satellite views of the house, and the priced work order. — The customer appears by first name only; surname, address, phone and the pictures of the house are obscured on purpose. Tap the image to fill the screen.

1Where the job really stands, start to finish
2A real install date, booked while you're at the table
3See the house before you pull up
4Pricing locked in, job number back — nothing re-keyed

How you use it

Tap a customer to open the card. The column on the right reads the job start to finish.
Lock the pricing in from the card. The job number comes back to you — you never type it anywhere.
Glance at Status: it is always the job's current stage. An installed job that isn't collected yet says unfunded, so you know which ones to chase.
Customer canceled before install? Tap ✕ Cancel beside the status, choose the reason, confirm.

What it does, step by step

Tap a customer. The column on the right reads the job from start to finish.
Lock the pricing in from the card. The job number comes back on its own.
Book the install date from the card. Only open dates show, and the best fits are starred.
The status moves as the job does: waiting, scheduled, dispatched, installed, collected, funded, paid. Each step comes from the company's own records.
An installed job says unfunded until the money lands. A canceled payment never counts.
Customer cancels before install? Tap ✕ Cancel, pick the reason, confirm. Salesforce is updated first.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Waiting on the office for a job number	Hours to a day	Comes back on its own
Calling back to set an install date	10–15 min and phone tag	Booked at the table
Calling the office to ask where a job is	10–15 min a call, a few a week	A glance

Typically 15–30 minutes per sale, plus 30–60 minutes a week of status calls.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

A job number typed wrongIt is never typed. It comes back from Salesforce.Guesstimate: mistyped job numbers gone
An install date promised that isn't openOnly genuinely open dates are shown.Guesstimate: about 1 reschedule a month avoided
A canceled payment counted as moneyCanceled, declined or voided payments are never counted.Guesstimate: no surprise short paydays
A cancel made by a stray tapIt takes a reason and a confirm, and Salesforce changes first.Guesstimate: accidental cancels gone
An unfunded job nobody chasedIt says unfunded until the money lands.Guesstimate: about 1 late chase a month avoided

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repOne card for the whole job, all the way to paid.
Office & installersNo re-keying, nobody waiting on them for a number, and fewer status calls.
The customerLeaves the table with a real install date, and a cancel is handled properly.
The managerEvery sold job's stage on one card, honestly labeled.