BUSINESS TOOL
Job Management: No Job Falls Through the Cracks
Kanban board with drag & drop, inline editing, checklists, job chat and post-calculation
Start 29€/month, cancel anytime
DEMO
THE PROBLEM
Jobs in Excel, WhatsApp and on sticky notes
Enquiry by email, approval by WhatsApp, appointment in the calendar, measurements on paper. With 15 active jobs, you lose track. A forgotten job = a lost client
No overview, no post-calculation
THE SOLUTION
One board for the complete lifecycle
Enquiry → quote → production → installation → invoice — on one board
Inline editing, checklists and job chat included
- ✓Kanban with drag & drop
- ✓Inline editing
- ✓Job chat and checklists
- ✓Post-calculation (estimated vs. actual)
- ✓Workflow templates
How it works
Create job
Manually or from a quote
Move status
Via drag & drop
Coordinate team
Chat and checklists
Invoice
Invoice from the job
A sign shop job goes through at least six stages — from inquiry to installation. When each stage means a different tool, oversight is lost. The PlotonIQ Job Management maps the complete lifecycle on one board
Jobs on one board
Create a new inquiry — via form, from a quote or directly from the client
Kanban board with drag & drop from inquiry to completed
Checklists per job: measurements, approval, production, installation — no step is forgotten
Create invoice directly from the job — all line items are transferred
YOUR BENEFITS
- ✓No job gets lost — all phases visible
- ✓Inline editing without opening separate forms
- ✓Job chat for communication and notes directly on the order
- ✓Checklists prevent forgotten steps
- ✓Direct link from job to quote and invoice
19
KI-Module
30s
zum Angebot
17
Sprachen
29€
/ Monat
Frequently Asked Questions
How many jobs can I manage simultaneously?
No technical limit. The board stays organized through filters by status, client, due date and assignee
Can multiple employees work on a job?
Yes. Jobs can be assigned to team members. The job chat notifies all parties about changes
Is there a connection to the production module?
Yes. Jobs in the production stage automatically appear in the machine schedule of the production module
Can I define custom status labels?
The standard stages are predefined. Custom stages are planned for the Business plan