Job & Project Execution Engine

Built for field service execution

Every job tracked from ready to closed — with the photo evidence to prove it.

FieldGauge's Jobs & Projects gives plumbing, HVAC, electrical, roofing, landscaping, and field service businesses one execution engine for the actual work — tasks, visits, notes, photos, and a real status lifecycle from the moment an estimate is accepted to the moment it's invoiced.

A simple job stands on its own. Bigger work — a remodel, a multi-phase install — groups multiple jobs under one Project, with progress tracked automatically as each piece gets marked complete.

Why it matters

A job that isn't documented might as well not have happened.

Most field service disputes and callbacks come down to one thing: nobody can prove what was actually done.

Multi-phase work has no home.

A remodel isn't one task — it's demo, framing, electrical, and finish work, each with its own crew and timeline. FieldGauge groups related jobs under one Project, with progress computed automatically as each job closes out.

"Did we actually take the before photo?"

A checklist item that just says "done" proves nothing. FieldGauge's photo checklists require real evidence — an item isn't satisfied until enough photos are actually attached to it.

Nobody remembers what happened on-site.

Details fade between the visit and the invoice. Every note, status change, and system event writes to a permanent timeline on the job — and AI can summarize the whole thing in seconds when you need it.

A finished job doesn't prove itself.

When a customer disputes the work, "trust us" isn't evidence. FieldGauge scores every job's documentation — before and after photos, open findings — and can generate a completion report from the real record.

The system behind the job

How FieldGauge's Jobs & Projects works.

From the accepted estimate to the closed-out invoice, every job carries its own real record.

1

A job is born from an estimate

Accepted option converts straight into a job — same numbers.

When a customer accepts an estimate option, FieldGauge creates a job automatically — carrying the subtotal, total, cost, and margin forward untouched, ready for scheduling. Bigger scopes of work get grouped into a Project instead, with each phase becoming its own job underneath it.

2

Break it into tasks and visits

AI can suggest the task list; Dispatch handles the schedule.

FieldGauge's AI can suggest a task breakdown for the job, and every scheduled visit — whether booked through Calendar or assigned on the Dispatch board — links straight back to the same job record, so nothing gets tracked twice.

3

Document the work as it happens

Photos, findings, and annotations — organized by visit.

Photos and documents attach to the job in organized media groups, checked against photo checklist templates that require a minimum number of images before an item counts as satisfied. Findings and annotations capture what a technician actually observed on-site.

4

Let AI watch the evidence

Before/after comparison, checklist validation, risk detection.

FieldGauge's AI can analyze uploaded media, compare before-and-after photos, confirm a photo checklist is genuinely complete rather than just marked done, and flag execution risk on the job before it becomes a callback.

5

Close it out

A generated report, then straight to invoicing.

When the work is done, FieldGauge can generate a completion report from the real record — tasks, photos, findings, and notes — and convert the finished job directly into an invoice with one action.

No paper checklist. No "trust us." Just a job record that can prove what actually happened.

Connected to FieldGauge

Not just a task list. The bridge from signed estimate to paid invoice.

A job doesn't start from a blank page and doesn't end at "done" — it starts with the numbers from a signed estimate and ends with a one-click conversion into an invoice, carrying the same totals the whole way.

  • Estimate option accepted

    Job created automatically, numbers carried forward

  • Work happens, gets documented

    Visits, photos, and notes tied to the same record

  • Job closes, converts to invoice

    Same totals, zero re-entry

What's in Jobs & Projects

Everything you need to run the work and prove it happened.

From a single service call to a multi-phase remodel, FieldGauge's Jobs & Projects keeps every piece connected.

Real Status Lifecycle

Every job moves through Draft, Ready, Scheduled, In Progress, Blocked, Completed, and Closed — a true state, not a label.

Projects

Group related jobs under one project with its own dates and status — progress computed automatically as jobs complete.

Estimate → Job Conversion

An accepted estimate option becomes a job automatically, carrying the exact subtotal, cost, and margin forward.

AI Task Breakdown

Let AI suggest the task list for a job scope so your team isn't starting the checklist from a blank page.

Photo Checklists

Build reusable checklist templates that require real photo evidence before an item is marked satisfied.

Media Intelligence

AI analyzes uploaded photos, compares before-and-after evidence, and logs findings tied to the exact visit.

Documentation Health Score

A single score reflecting before/after evidence and open findings, so gaps in documentation show up before close-out.

AI Completion Reports

Generate a close-out report from the job's real record — tasks, photos, findings, and notes — not a blank template.

Job → Invoice Conversion

Convert a completed job into an invoice in one action — same numbers, no separate billing entry.

Fewer
disputes over what was actually done
Faster
turnaround from job completion to invoice
Clearer
documentation trail on every job, every time

Build the record everything else runs on

Stop hoping the work speaks for itself. Start proving it.

FieldGauge's Jobs & Projects keeps every task, photo, note, and invoice connected — from the accepted estimate to the last signature.