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Job Desk
Job Desk · concept

Dashboard

Job Desk

Good morning, owner

Wednesday, August 12

Today at a glance

Needs you first

Sample Customer 01

Two-car garage floor coating · Sample address 01 (not a real location)

Draft needs review
Site visit completed today Handwritten notes uploaded Install estimate 1–2 days

Bid total

$4,800

Sample project and pricing for demonstration only.

Recent activity

    Leads

    New inquiries and scheduled site visits.

    New lead

    Sample Lead 01

    Driveway coating · Sample area A

    Came in yesterday from a phone call. Wants a look at cracking near the apron.

    New lead

    Sample Lead 02

    Two-car garage floor · Sample area B

    Referred by Sample Customer 09. Asked about flake color options.

    Visit scheduled

    Sample Lead 03

    Two-car garage floor · Sample area C

    Site visit Thursday, Aug 14 at 8:30 AM.

    Sample leads for demonstration only.

    Bids

    Bids grouped by what needs your review, what is waiting on the customer, and what is sold.

    Sample customers and pricing for demonstration only. Full walkthrough follows Sample Customer 01.

    Jobs

    Sold work - scheduled, in progress, and waiting on final payment.

    Sample jobs for demonstration only. Open Sample Customer 01's job for the full walkthrough.

    Job record

    Sample Customer 01 - Two-car garage floor

    Sample address 01 (not a real location)

    Ready to schedule

    Bid & payment timeline

      Customer

      NameSample Customer 01
      Phone000-555-0101
      Emailcustomer01@example.invalid
      Service addressSample address 01 (not a real location)

      Money

      Accepted bid$4,800
      Deposit paid$1,440
      Remaining$3,360

      Notes & photos

      Handwritten estimate (uploaded)

      Site photos

      BEFORE - cracks
      EDGE SPALLING
      GARAGE - 612 SQ FT

      Scope of work

        Scheduling

        Sample project and pricing for demonstration only.

        Payments

        Deposits and balances.

        Collected this month$3,045
        Deposit requests waiting0
        Final payments owed$3,360
        Jobs paid in full this season6

        Sample payment records for demonstration only. No real payments are processed anywhere in this concept.

        New bid

        Photograph your handwritten estimate. Job Desk builds a draft for review.

        1. 1Upload notes
        2. 2Review bid
        3. 3Send to customer

        Sample Customer 01 · Sample address 01 (not a real location) · 000-555-0101

        Photo of your handwritten estimate

        Photograph your notes

        Use the handwritten estimate from the site visit.

        Additional site photos (optional)

        No site photos added yet.

        Add a photo of your notes first - or tap Use Demo Note.

        What happens next

        • The draft pulls the customer, measurements, pricing, and deposit from your notes.
        • Uncertain details are flagged for review.
        • You review, correct, and send the bid.
        Nothing is sent automatically. Review all measurements, pricing, and terms before sending.

        Sample project and pricing for demonstration only.

        Review bid - Sample Customer 01

        Review the extracted details before sending.

        Draft - not sent
        1. Upload notes
        2. 2Review bid
        3. 3Send to customer
        View Original Notes

        Original notes

        Photographed on site - today, 9:52 AM

        Customer

        Project

        Read as 612 from “24 × 25½” - double-check
        “poly asp.” read as polyaspartic - double-check

        Scope of work

        One line per scope item. This appears word-for-word on the customer bid.

        Price breakdown

        Subtotal$4,800
        − $
        Bid total$4,800
        %
        Deposit to schedule$1,440
        Remaining balance at completion$3,360

        Terms

        Placeholder language. All warranty, exclusion, and acceptance wording requires business and legal review before real use.

        Bid total
        $4,800

        Double-check the 2 flagged items above, then you can send.

        Job Desk

        Sample concrete coating business

        Bid B-2026-118
        Bid date: August 12, 2026
        Valid through: September 11, 2026

        Prepared for

        Sample Customer 01
        Sample address 01
        Not a real location
        000-555-0101

        Prepared by

        Demo Owner, Owner
        Job Desk
        000-555-0100
        owner@example.invalid

        Two-car garage floor coating

        Full-flake polyaspartic system · approx. 612 sq ft · estimated installation 1–2 days

        Scope of work

          Pricing

          ItemQtyUnit priceTotal
          Bid total$4,800
          Deposit to reserve your dates$1,440
          Remaining balance at completion$3,360

          The finish you're getting

          Sample photo placeholder - full-flake finish, tan blend
          Illustrative sample finish. No client project is shown.

          Warranty

          Exclusions

          Schedule & payment

          Your installation date will be confirmed after the deposit is received.

          Concept preview - all names, prices, and project details are sample data. Legal wording is placeholder.

          Customer experience The checkout page Customer 01 would see. Demo only - no payment is processed.

          Deposit payment

          Job Desk

          Sample Customer 01 · Bid B-2026-118

          Demo only. No payment will be processed and no card details are collected.

          Deposit due

          $1,440

          Reserves your installation dates with Job Desk

          Total project price$4,800
          Deposit due today$1,440
          Remaining after deposit$3,360
          Fictional study by mu works · Demo only