Track Every Job from Quote to Completion in One Dashboard
Get complete visibility across all your projects so no opportunity falls through the cracks
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View all active contacts and their proposals in one easy-to-
access location
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Filter by Work Order status, deal value, completion date, risk
factor, etc.
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Integrated Work Orders with role-based scheduling for
Estimators, Field Managers, and Subcontractors
View all active contacts and their proposals in one easy-to-
access location
Stop losing track of jobs between proposal and completion
When proposals, schedules, and project updates live in different places, jobs slip and teams lose accountability.
ClientTether's Job Board Management puts everything in a single platform so you can track every job from initial quote to final delivery, reduce delays, and respond to opportunities faster.
See everything you need right in your Franchise Software
Say goodbye to scattered spreadsheets or lost opportunities
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See All Active Contacts & Proposals
Stop switching between spreadsheets, email threads, and separate tools. View every active contact and their associated proposals in one dashboard so opportunities don't get lost between team members. -
CRM-Native Integration
Unlike standalone tools, Job Board Management lives inside your CRM so proposal data, contact history, and project status stay connected. -
Built for Franchises
Get complete visibility into ongoing opportunities across all your locations with standardized workflows and central oversight built in.
Customize Your View to Focus on What Matters
Advanced filters and smart sorting put the right jobs in front of the right people
Quote status, unscheduled jobs, work order status
When you can't quickly see which jobs need attention, follow-ups get missed and payments lag. Filter proposals by Quoted, Closed, Completed, Unscheduled, or Unpaid so you can focus on what matters most: closing quotes, scheduling work, and collecting payment.
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See all quoted opportunities at a glance
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Track unscheduled jobs that need assignment
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Flag unpaid or outstanding invoices
Integrated Work Order Management
Without clear task assignments, jobs stall and deadlines get missed. Access Work Order statuses directly from the Job Board and schedule tasks for Estimators, Field Managers, and Subcontractors. This ensures every job progresses smoothly from proposal to completion with clear accountability.
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View work order status in real time
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Assign tasks by role (Estimator, Field Manager, Subcontractor)
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Reduce delays with clear accountability
Calendar View for Appointments & Timelines
Missed appointments and scheduling conflicts hurt your reputation. Utilize the built-in calendar view to see what's scheduled, what's overdue, and what needs assignment. All in one visual timeline that keeps projects moving and customers satisfied.
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Visual calendar for all projects
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Schedule and track appointments by location
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Improve accountability across teams
Ensure consistent service quality across multiple locations
With ClientTether, Franchise Organizations Get Standardized Workflows & Central Oversight
When you can't see what's happening at each location, problems compound before you notice. Franchise owners and their staff can view job boards for every location from one dashboard, spotting bottlenecks, supporting underperforming units, and identifying best practices in real time.
Define how jobs should progress from quote to delivery, then apply those workflows across your entire franchise network. Consistency drives quality.
Estimators see quotes that need attention. Field Managers see jobs ready for scheduling. Subcontractors see their assigned work. Everyone knows what's next.
Ready to streamline your field services?
Put all your job information in one easy-to-access location built for franchise-scale operations
FAQs
ClientTether's Job Board Management is CRM-native, meaning it's fully integrated with your contact data, proposals, and communication history. You're seeing the full customer journey from lead to completed project, not just managing jobs in isolation, all in a single Franchise Management Software system. What this means is that you can see all client communications and initiate calls, texts, and emails from the same platform that is tracking job scheduling and margin calculation. Your franchise owners will love not trying to live in two separate systems to grow their businesses.
Yes, they can filter and organize jobs by location, service type, priority level, date, payment status, assigned team member, or any custom criteria you define. This makes it easy to focus on what matters most and can serve as an effective dashboard for franchisees to manage success.
Because ClientTether was designed to be a franchise CRM it natively supports parent-child data structures. Multi-unit franchise owners, franchisors, and even FSOs get central oversight across all locations or brands in a single franchise management system.. Easily navigate between locations to dig into job schedule details, or look down into multiple locations in the roll-up dashboards. This helps you standardize workflows, identify best practices, and support underperforming locations with real-time visibility.
The Job Board provides real-time visibility for all team members, shows who's working on what, allows for instant updates and notes, shows which projects are behind, and when coupled with effective action plans, you can tie client and team communications into the project management processes.
When a proposal is created, it automatically appears in the job board with the appropriate status. This gives the scheduling team visibility into upcoming jobs and potential close dates, as well as jobs that are currently closed and scheduled. You can then schedule overdue jobs, send and verify work orders have been signed, assign team members, and track progress—all without re-entering data. It's a seamless handoff from sales to operations.