Jobs
In Review Monster's CRM, every job gets one page that holds everything about it. The customer and address, who's on the crew, what you're charging, the photos, the payments, and a timeline of what happened and when.
On a computer the page is split into tabs: Details, Items, Payments, Estimates and Attachments. On a phone it's three: Details, Finance and Timeline, so there's less to hit with a thumb.
Statuses that match how you work
Set up your own statuses and sub-statuses in Settings, then move a job through them as the day goes. A sub-status like On my way can text the customer by itself, and Done can send a review request.
Job types work the same way. You decide which types get a review request when they're marked Done, so a warranty callback doesn't ask a customer for a review they don't want to give.
- Your own statuses and sub-statuses
- Job types, tags and lead sources
- Done can trigger a review request
- Duplicate a job or set it to repeat
Items, crew and the money
Add line items from your price book or type a one-off. Taxes, discounts and tips total up as you go, and the job shows what's been paid and what's still due.
Put one tech on a job or a whole crew. Everyone assigned gets a push notification, and the job shows up on their schedule in the app.
A timeline that fills itself in
The Timeline tab lists what happened on the job: status changes, texts sent, estimates viewed, payments taken. When your techs have location turned on, it also stamps when each one arrived and left, and the same for a tracked truck.
That means a customer who says nobody showed up gets a straight answer, and you didn't have to ask anyone to log anything.
Photos, video and notes in one place
Attach photos and videos from the camera or the photo library, on the web or in the app. Large videos upload in the background and finish even if the app gets closed halfway.
Office notes, the job description and comments sit on the Details tab where the crew can read them before they knock on the door.
In practice
On a normal Tuesday a tech finishes a garage cleanout, adds two extra items from the price book on their phone, snaps a few after photos and marks the job Done. The office sees the new total on the job page, the customer gets a review request, and the Timeline shows the tech arrived at 9:12 and left at 11:40.
Step-by-step help for jobs is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can I attach videos to a job?
Yes. Jobs take photos and videos from the web or the phone app. Big video files upload in the background, so the tech can put the phone away and the upload still finishes.
How does the job know when the tech arrived?
It uses the tech's phone location or a vehicle tracker. Once a job is set to On my way, the CRM watches for the assigned tech or truck to reach the address and stamps the arrival and departure times on the job's Timeline.
Can I make my own job statuses?
Yes. Statuses, sub-statuses, job types and tags are all set in the CRM's settings, so the board matches the way your business already runs.
Works well with
A calendar built for crews: day, week, month, timeline and map, with jobs you can drag into place.
EstimatesBuild an estimate from your price book, add photos, and let the customer sign to approve it from their phone.
Job photos and videosA photo bucket for every job, a link to share it with the customer, and uploads that survive a closed app.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
Jobs comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.