JoblineCRM for Canadian trades
First call to final invoice
Track leads, send estimates, log change orders and bill each job from one board. Jobline works out what is left to bill.
Try the billing math
Move the sliders. Jobline sizes the final invoice so the job closes at $0.00 owing.
| Contract | $10,850.00 |
| Change orders | + $850.00 |
| Revised contract | $11,700.00 |
| INV-1001 · Deposit30% of contract | − $3,255.00 |
| INV-1002 · Progress25% of revised contract | − $2,925.00 |
| INV-1003 · Final invoice | $5,520.00 |
| Owing after final | $0.00 |
Before tax. Jobline adds GST, PST or HST to each invoice based on your province.
Set up for your trade
Pick a trade at sign-up and you start with its units and line items. The prices below are examples; you set your own.
| Line item | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| 5" seamless aluminum gutter | 142 | lin ft | $9.50 | $1,349.00 |
| Downspouts, 3"x4" | 6 | ea | $95.00 | $570.00 |
| Gutter guards | 142 | lin ft | $7.00 | $994.00 |
| Remove and haul old gutters | 1 | ls | $280.00 | $280.00 |
| Estimate subtotal | $3,193.00 | |||
Seven stages
- 01LeadA call, a web form or a missed call
- 02Site visitMeasurements and notes on the job
- 03EstimateLines from your price list
- 04ApprovedJobline sends the deposit invoice
- 05In progressCrew, dates, change orders
- 06InvoicedProgress and final bills
- 07PaidCloses when the balance hits zero
Also in the box
- Your name on the emailClients see your company on estimates and invoices. Add your own domain when you want.
- Replies stay with the jobWhen a client answers, your office reads it on that job.
- PDFs with a signature lineDownload any estimate or invoice to send or print.
- Owner, office and crew loginsCrew see their own jobs. They don't see your prices.
- GST, PST and HSTPick your province and Jobline adds the right tax lines.
- Hosted in MontréalYour data stays on Canadian servers.
Questions
What is Jobline?
Jobline is a CRM and invoicing app for Canadian contractors and trades. It tracks each job through seven stages: lead, site visit, estimate, approved, in progress, invoiced and paid.
Who is Jobline for?
Small and mid-sized trade businesses in Canada: general contractors and renovators, exterior trades such as roofing, gutters and siding, mechanical trades such as HVAC, plumbing and electrical, and installers of blinds, flooring and cabinets.
How does Jobline calculate the final invoice?
Jobline adds approved change orders to the contract, subtracts the deposit and any progress invoices already issued, and bills the remainder as the final invoice, so the job closes at $0.00 owing. Example: a $10,850 contract plus an $850 change order is $11,700. After a 30% deposit of $3,255 and a 25% progress bill of $2,925, the final invoice is $5,520.
Does Jobline handle GST, PST and HST?
Yes. Each company picks its province and Jobline adds the matching GST, PST or HST lines to every invoice.
How do clients approve an estimate?
The client gets a link by email, opens the estimate on their phone and taps Approve. Jobline then marks the job approved and issues the deposit invoice.
Can Jobline send email from my own domain if I use Google Workspace?
Yes. Jobline sends and receives job email on a subdomain such as jobs.yourcompany.ca, so your Google Workspace or Microsoft 365 mailbox keeps working unchanged. Client replies are filed on the job inside Jobline.
Where is Jobline data stored?
On servers in Canada, in the Montréal region.
How much does Jobline cost?
Jobline is free during the beta. Pricing will be announced at launch. You can join the beta at the top of this page.
Try Jobline on your next job
Beta shops use it free and tell us what to build next. We'll set pricing at launch.