Quotes customers can approve
Create a professional quote, send the /q/ link, and let the customer approve from their phone.
Features
Fewer scattered tools. More closed jobs.
Jefe keeps the workflow simple: fill the schedule better, keep the crew aligned, and put each day's actions in the right place.
Smart schedule
Find gaps, catch conflicts before promising times, and move visits without rebuilding the whole day.
Voice capture with visual confirmation
Dictate jobs, notes, and quick changes; Jefe shows what it understood before saving.
A customer page without confusion
Customers get the right link for each step: review a quote, see status, open an invoice, or pay.
Messages from your own phone
Jefe prepares texts for quotes, updates, and collections; you decide when to send them from your number.
Photos, notes, and history
Save before-and-after evidence, internal notes, and past jobs by customer and property.
Web for owners and managers
Review schedule, jobs, invoices, price book, reports, and imports from desktop when needed.
English and Spanish, both supported
The app works for bilingual teams: owners, managers, crew, and customers can see the language that fits.
Industries we serve
Built for trades that live on the schedule.
Jefe's model uses the trades the app already supports: services with price, duration, customer, property, crew, photos, invoice, and payment.
Cleaning
Plumbing
Electrical
HVAC
Landscaping
Painting
General contractor
Handyman
Roofing
Carpentry
Flooring
Masonry
Fencing
Pest control
Appliance repair
Other field service teams
Feature list
A clear list of what Jefe covers.
Based on the mobile and web app surfaces: work, money, customers, crew, and operations in one system.
Work and schedule
- Requests and intake forms
- Jobs, visits, routes, and statuses
- Smart schedule with gaps and conflicts
- Bulk schedule for many jobs and crews
- Schedule proposals and customer self-scheduling
- Recurring job templates
Quote and collect
- Professional quotes with approval
- Quote revisions and renewals
- Invoices connected to the job
- Jefe Payments and customer payment links
- Get Paid for ready, overdue, and paid invoices
- Price Book, services, materials, and line items
Customers and field work
- Customers, contacts, and properties
- Customer pages for quote, invoice, payment, and status
- Before-and-after photos, notes, and history
- Voice notes and voice capture with visual confirmation
- Prepared messages sent from your phone
- Ratings and customer feedback links
Team and operations
- Owner, manager, and crew roles
- Crew assignment and crew mobile app
- To Do for each day's operating actions
- Reports for revenue, pipeline, crew, customers, and expenses
- Web app for owners and managers
- Imports, referrals, settings, language, and bilingual support
How it works
Start wherever the job is.
Not every job needs a request and quote. Jefe lets you start with a request, a quote, or directly with a scheduled job when the customer already said yes.
1
Capture job details
If it comes from a call or form, save customer, property, photos, and notes. If it is not needed, create the job directly.
2
Quote only when needed
For variable jobs, send a quote for approval. For fixed jobs, move straight to the schedule.
3
Schedule intelligently
See gaps, conflicts, daily load, and the best way to fill the route before promising times.
4
Invoice and collect
Send the invoice and payment link to close the job faster.
Jefe does not force a heavy process. You don't have to use requests and quotes. They are there if you need it.
Today's schedule
2gaps to fill
1conflict avoided
$640ready to collect
8:30
HVAC diagnostic
On way
11:00
Back door
Assigned
2:15
Pending invoice
Collect
Smart schedule
The core value: fill the day better.
Smart scheduling is where Jefe should win. It shows gaps, jobs ready to schedule, overloaded routes, and opportunities to move visits without breaking customer promises.
Visible gaps
Do not lose half a day because nobody noticed a two-hour opening between visits.
Jobs ready to place
Jefe separates urgent, approved, and pending work so money does not sit waiting.
Safer promises
Before giving the customer a time, you see load, location, duration, and conflicts.
What needs action today
Quotes to send, jobs without crew, unconfirmed visits, missing photos, and tasks blocking the day.
The money waiting on you
Ready invoices, overdue collections, failed payments, and customers who need a clear message to close.
Bulk schedule
Schedule many jobs for multiple crews at once.
When you have a list of approved jobs, Jefe helps place them into the week with smart scheduling: open gaps, crew workload, and conflicts before you confirm.
Crew 13/4
Door repair8:30 AM • 90 min
Final inspection11:15 AM • 45 min
Crew 24/4
HVAC diagnostic9:00 AM • 2 hr
Approved job1:00 PM • 2 hr
Crew 32/4
Small install10:30 AM • 2 hr
+ recommended gap2:30 PM • nearby
Mobile app
Two languages, the same daily workflow.
Jefe keeps the core screens clear for English and Spanish teams: To Do shows what needs action, Get Paid separates the money waiting, Work keeps photos and notes, and Schedule helps place visits where the crew has room.
To DoEnglish
Assign crewBack door - tomorrow 11:00Assign
Confirm visitHVAC diagnostic - 8:30 AM
Missing photosCompleted job - close evidence
Pending quoteCustomer waiting for internal approval
Get PaidEnglish
Invoice readyDoor repair
$640
Send invoiceOverdue paymentFinal cleanup - 8 days
$1,250
Reminder readyInvoice sent, not paid
$920
WorkEnglish
Final cleanup
Oak Dental - 2401 Maple Ave
Voice note saved for the crew
ChecklistBefore photos, materials, customer signature
History3 previous jobs at this property
ScheduleEnglish
6visits today
$3.4kon route
8:30
HVAC diagnosticCrew 1 - 90 min
10:15
Recommended gapMove Oak Dental here
1:00
Back doorCrew 2 - approved
3:30
Invoice readyClose and collect
Por hacerEspañol
Asignar cuadrillaPuerta trasera - mañana 11:00Asignar
Confirmar visitaDiagnóstico HVAC - 8:30 AM
Faltan fotosTrabajo terminado - cerrar evidencia
Cotización pendienteCliente esperando aprobación interna
CobrarEspañol
Factura listaReparación de puerta
$640
Enviar facturaPago atrasadoLimpieza final - 8 días
$1,250
Recordatorio listoFactura enviada, no pagada
$920
TrabajoEspañol
Limpieza final
Oak Dental - 2401 Maple Ave
Nota de voz guardada para la cuadrilla
ChecklistFotos antes, materiales, firma del cliente
Historial3 trabajos anteriores en esta propiedad
AgendaEspañol
6visitas hoy
$3.4ken ruta
8:30
Diagnóstico HVACCuadrilla 1 - 90 min
10:15
Hueco recomendadoMover Oak Dental aquí
1:00
Puerta traseraCuadrilla 2 - aprobado
3:30
Factura listaCerrar y cobrar
Jefe Payments
Collect for the job without chasing checks.
Jefe Payments connects the invoice to customer collection. The team sees what is ready, what is overdue, and what needs follow-up in Get Paid.
Less friction for the customer
The customer opens the invoice and pays from their phone.
Collections visible to the owner
Get Paid shows ready, overdue, and paid invoices without digging through spreadsheets.
Cleaner closeout
Job, invoice, payment, and evidence stay connected to the same customer.
Invoice ready
Door repair
$640.00
Pay by card
Mark payment received
Send follow-up from your phone
Pricing
Simple pricing for small teams.
Jefe does not charge by module. Smart scheduling, To Do, Get Paid, quotes, invoices, photos, customers, crew, and English/Spanish support are included in the plans.
Jefe Solo
For an owner running solo
$39/mo
1 user: owner with admin access included.
- ✓All core features
- ✓Schedule, To Do, and Get Paid
- ✓No purchase inside the mobile app
Jefe Micro
For micro crews
$69/mo
5 total users: 1 owner/admin + 4 crew.
- ✓All core features
- ✓Bulk schedule for multiple crews
- ✓English and Spanish support
Custom
For teams with more than 5 users
Custom
Contact support if you have more than 5 users and want to use Jefe.
- ✓More users and guided setup
- ✓Manager workflows
- ✓Direct support contact
Access
Bring your real workflow. We'll review it with you.
The best demo for Jefe is not a generic video. It is taking one real job from your business and showing how it moves through quote, schedule, crew, invoice, and payment.
Request early access
Tell us your trade, crew size, and which part of the workflow costs you the most time.
No automated job SMS: Jefe prepares messages for you to send from your phone.
Zero live tracking: no GPS tracking that drains your battery.