Track multiple jobs for one customer

A customer is the person you work for. A job is one piece of work you do for them. Most of the time a customer has one job and you never think about it. But if you come back to the same customer for a second or third job, Jobs keep each one separate: its own quotes, its own invoices, its own photos and receipts, its own appointments.

The customer record stays put and holds the whole history. That means you keep the thing that matters most: a full picture of everyone you've worked for and everything you've done for them, without creating three copies of the same person.

A job has four simple states: Open (you've got the work but haven't started), In progress (you're doing it), Completed (it's done), and Cancelled (it fell through). Flip the status from the job's page as the work moves. That's the whole lifecycle. There's no complicated board to manage; the customer's pipeline stage still works the way it always has.

When you create a quote or invoice, or upload a file like a signed estimate or a materials receipt, you can attach it to a specific job. Then a job's page shows only that job's paperwork. The storm-repair receipts stay with the storm-repair job. Nothing you filed before Jobs existed moves or breaks: older quotes and files simply stay on the customer, not under a job, until you choose to file them.

Every job's page has a profit and loss strip at the top. It's the number most tools make you export to a spreadsheet to find. RadiusOS does the math for you: what you billed, minus your cost of work, minus your expenses, equals your profit, with the margin percentage right next to it.

To log an expense, open the job and use the Expenses section: type what you paid for, the amount, and a category (materials, labor, subcontractor, permit, equipment, or other). The profit strip updates the moment you save. This is yours alone; customers never see your costs, expenses, or margin on a quote, invoice, or anywhere else.

The Jobs page also totals profit across every job, so you can see at a glance which work is paying and which is running thin. Change a job's status (open, in progress, completed, cancelled) right from its page as the work moves, set who's on it (a crew, lead, or sub), and every job keeps its own activity log: creation, status changes, and any notes you jot ('crew ran late', 'waiting on the part', 'customer approved the change order') stay with that job. You can also record a Walk & Talk right from the job to capture a site visit.