Operator command center
You run delivery. Contractors approve and send.
This is the CloseTheJob admin side: intake records, triage value, draft the next touch, route it to the contractor, and track what happened.
Loading workspace
Open value
$276,600
7 active records
Approvals
2
Contractor review needed
Replies
1
Needs operator action
Logged wins
$3,900
Booked or collected
48-hour setup checklist
Current operating rhythm
Intake call
Map tools, tone, approval rules
Record audit
Tag estimates and final balances
Draft batch
Prepare first 10 touches
Owner approval
Confirm send-ready messages
Reply tracking
Log customer responses
You
CloseTheJob admin/operator
Run the concierge service and keep every record moving.
- Book intake and capture the contractor's tools, tone, and approval rules.
- Import ghosted estimates and final-payment records.
- Triage value, urgency, and next action.
Customer business owner
Contractor
Approve the message and send it from tools customers already trust.
- Review the follow-up for accuracy and tone.
- Approve it or request an edit.
- Copy and send from Jobber, QuickBooks, email, SMS, or their normal phone.
Their customer
Homeowner/customer
They only receive normal follow-up from the contractor.
- No CloseTheJob login.
- No new portal.
- Reply, book, pay, pause, or decline in the existing conversation.
Weekly flow
Touches and logged payments
Pipeline value
Where the money is sitting now
Highest-leverage queue
Sorted by priority and value
Watson kitchen remodel
DraftingCustomer liked the design but stopped responding after the allowance revision.
Barton Springs HOA
ApprovalBoard asked for the quote, then stopped replying after price questions.
Contractor accounts
Pilot book
Hill Country Roofing
Roofer · Austin, TX
$70,600
Open value
3
Records
North Loop Remodel
Remodeler · Round Rock, TX
$187,800
Open value
3
Records
Clear Air HVAC
HVAC · San Antonio, TX
$18,200
Open value
2
Records
Recent product activity
Operator and contractor actions share one workflow state
System
Pilot workspace created
Seeded operator and contractor workflows for CloseTheJob.