Project Flow

How a project moves through JobZio.

From setup through closeout, JobZio is designed to keep project data, people, bids, files, schedules, and updates connected.

1

Project setup

Create a job, add owner/client information, assign PMs, and define project type.

2

Plan distribution

Upload plans, specs, and files, then select trades and subcontractors to notify.

3

Bid coordination

Subs submit initial bids or change orders; contractors review, accept, reject, or request revision.

4

Construction execution

Manage schedules, task dependencies, inspections, comments, photos, and delays.

5

Client visibility

Share approved updates, milestone progress, photos, and client-visible notes.

6

Closeout history

Preserve files, bids, photos, accepted changes, comments, and project completion records.

Settings and templates screenshot
Template and settings preview: standardize repeatable project workflows.
Templates

Standardize repeatable residential work.

Use project templates for common job types such as kitchen remodels, bathroom remodels, new builds, pool additions, ADUs, garage conversions, decks, and patios.

Field communication

Comments, photos, and notes stay tied to the project.

Mockup notes can include PM updates, subcontractor questions, client-visible summaries, and internal-only comments.

Project Notes

EL
Electrical

Panel location conflicts with cabinet layout. Need confirmation before rough-in.

PL
Plumbing

Tub valve installed. Waiting on tile wall depth before final trim.

PM
Project Manager

Electrical inspection moved to Thursday. Cabinet delivery remains Tuesday.

Electrical rough-in
Cabinet install
Punch list photo

Project Closeout

ItemStatus
Final photosComplete
Approved change ordersArchived
Subcontractor final filesPending
Client handoff notesDraft
Closeout

Keep a clean record of what happened.

Project closeout should not require digging through texts, inboxes, and random folders. JobZio is designed to preserve history by project.