Jefe - Field service, simplified

Features

Fewer scattered tools. More closed jobs.

Every step of the workflow lives in one place - so the schedule fills, the crew stays aligned, and each day's actions land where they belong.

Tuesday · 4 stops Optimized

HVAC tune-upMueller · 8:00

On route

Faucet installHyde Park · 10:30

Next

Door repairDowntown · 1:00

Drain clearZilker · 3:30

Smart schedule

Fill the day with the smartest route

Jefe finds gaps, catches conflicts before you promise a time, and recommends the most efficient order for the day so the crew drives less and bills more.

Straight-line route view of the daily schedule
Bulk-schedule a full day in a few taps
Conflict and overlap warnings before you commit

Bulk Schedule

Schedule many jobs without rebuilding the day

When you have a list of approved jobs, Jefe helps place them into the week with open gaps, crew workload, and conflicts before you confirm.

Place approved jobs by crew and time
See capacity before promising another visit
Confirm many changes from one view

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

To Do7 today

Assign crewBack door · tomorrow 11:00

Confirm visitHVAC diagnostic · 8:30 AM

Missing photosCompleted job · close evidence

Get Paid$2.8k

Invoice readyDoor repair$640

Overdue paymentFinal cleanup · 8 days$1,250

Send follow-upInvoice sent, not paid$920

To Do / Get Paid

Every morning starts with what matters

To Do lines up the operations. Get Paid lines up the money. Instead of hunting through jobs, messages, and invoices, Jefe shows what to do first.

Operational tasks separated from collections
Ready, overdue, and follow-up invoices
Less digging through jobs and messages

Crew Map view

See the day by zone, crew, and order

The map view shows scheduled stops and route order for planning the day. No live GPS tracking or crew surveillance.

Daily stops grouped by crew
Visual order to spot unnecessary backtracking
No continuous location or extra battery drain

1 2 3 4

Crew 1Mueller → Downtown → Zilker

Crew 2Hyde Park → East Austin

New job for Taylor on Friday morning, replace the back door, quote it around six forty.

Jefe understood

✓ Customer: Taylor G.✓ Fri · AM✓ Replace back door✓ Quote $640

Voice capture

Talk it in - see it before it saves

Dictate jobs, notes, and quick changes from the truck. Jefe shows you exactly what it understood and lets you confirm before anything is saved.

Hands-free capture between stops
Visual confirmation of every detail
Fewer typos, fewer missed details

Request Job details

Turn an inquiry into a job-ready request

When a customer asks for help, Jefe collects name, address, photos, notes, and preferred timing so you can quote or schedule with context.

Details, photos, and property in one place
Fewer calls to understand the problem
Move to quote or schedule when it is clear

New inquiry Ready to review

CustomerTaylor G.

JobBack door will not close

Preferred timeFriday morning

Photo 1 Photo 2 Note

Create quote or job

Queued messages Review and send

Quote ready

Taylor, your quote is ready to review.

From your number

Arrival update

We are on the way for today's visit.

Pending

Payment follow-up

Your invoice is ready when you have a moment.

Ready

Open on phone to send

Queued SMS messages

Messages ready, sent by you

Jefe prepares clear messages for quotes, updates, and collections. You review and send them from your phone; there are no automated SMS.

Drafts ready to review before sending
Correct links for quote, invoice, or visit
No automated messages or customer spam

Everything included

One system for schedule, crew, customers, and collections.

Jefe is broad, but it should not feel heavy. Features are grouped around the real micro-contractor workflow: fill the calendar, do the work, close the payment, and keep everyone aligned.

Scheduling

Day calendar and list on one screen.
Switch days and open any visit fast.
Filter by crew and catch conflicts before confirming.
Works from mobile or admin desktop.

Smart Scheduling and Routes

Jefe recommends better slots for placing work.
Accept dispatch and route-order recommendations.
See owner and crew route maps with daily stops in order.
Handle unmappable stops and plan routes without live GPS tracking.

Online Booking

Send three preselected times for the customer to choose from.
Send a smart scheduling request with feasible slots.
Customers can request schedule changes, and you review them before acting.
Appointment links, reminders, and self-scheduling reduce back-and-forth.

Bulk Scheduling

Schedule one or more services for many customers at once.
Search customers, import contacts, and fix addresses before generating the plan.
Assign one member or multiple teams with crew leads.
Preview jobs, revenue, crew groups, and skipped rows before submitting.

Crew

Invite by SMS or link, resend invites, and cancel pending invites.
See active members, suspended members, seat capacity, and join date.
Use nicknames, avatar colors, and rating summaries.
Suspend, restore, or remove access when the team changes.

Crew Controls

Set manager or crew role for each teammate.
Control whether they can send quotes, send invoices, or mark paid.
Decide whether they can see prices and payment information.
Crew can save a home address for routing and choose whether the owner sees it.
Set weekly availability, split shifts, and work windows for the crew.

Crew App

Daily dashboard for assigned jobs and route map.
Job detail, address, status, notes, photos, and voice notes.
Update visit progress without exposing continuous location.
Language, comfort text size, and help/feedback settings for crew.

Reports

Revenue and payments, crew performance, and customer insights.
Expenses, margin, job pipeline, and quote-to-invoice funnel.
Mobile reports for quick review from the field.
Web panels for reviewing numbers with more room.

Price Book

Trade-ready catalog structure.
Multiple books by company or trade.
Services, materials, and labor with warranty and tax settings.
Update once for jobs, quotes, invoices, and recurring work.

Jobs and Visits

Create jobs manually, by voice, from requests, quotes, or recurring schedules.
Job numbers, statuses, assigned team, schedule, and address.
Notes, property notes, photos, receipts, expenses, materials, and costs.
Quote, invoice, reminder, recurring, communication history, and job activity sections.

Requests and Customers

Public request form for name, contact, address, urgency, description, and photos.
Request list and detail, quick scheduling, and conversion to quote.
CRM with search, multiple contacts, multiple properties, global property notes, lead source, and notes.
Import contacts, detect duplicates, see job history, and track customer lifetime value.

Quotes and Invoices

Build quotes with price book items, line items, notes, deposits, and images.
Customer can approve or decline; Jefe keeps revisions, renewals, and follow-up.
Invoices with due dates, warranty, line items, preview, send, and void.
Confirm reported or manual payments, prompt receipts, and follow up on open invoices.

Jefe Payments

Stripe Connect onboarding for online payments where Stripe is available.
Invoice checkout, saved cards, autopay, and autopay recovery.
Tap to Pay / Stripe Terminal for in-person collection when eligible.
Also track cash, Zelle, Venmo, Cash App, ACH, check, and other methods.

Customer Links

Public links for quotes, invoices, appointments, photos, saved card, and autopay.
Payment, verification, report-payment, and autopay management pages.
Crew-share page so someone without a seat can open job details, progress, notes, map, photos, and voice notes.
Crew invite, download, referral, and rating pages.

To Do, Get Paid, and Today Dashboard

Needs Attention for schedule, reminders, overdue, and unscheduled work.
Today's dashboard with jobs, progress, revenue, and timeline.
Quick actions for invoices, drafts, and follow-up.
Briefings and queues to start the day.

Scheduled SMS and Templates

Prepare messages ahead of time and get a queue when they are ready.
Edit, snooze, discard, open native SMS, and confirm whether it sent.
Editable localized SMS templates with AI-assisted drafts.
Jefe prepares messages, but you review and send them from your phone.

Voice

Navigate, search, and open customers, jobs, quotes, invoices, and requests by voice.
Create request, customer, job, quote, or invoice drafts.
Add notes, create quote/invoice, mark complete or paid with risk-based confirmations.
Voice notes on requests, jobs, and visits, with language detection and on-demand translation for bilingual review.

Recurring Scheduling

Weekly, bi-weekly, every-four-weeks, monthly, quarterly, or planned-date templates.
Duplicate, edit, extend, archive, and batch-apply templates.
Preserve services, crew, notes, property, ranges, and dates.
Apply recurring work to customers and properties without rebuilding every visit.

Admin Desktop and Imports

Desktop web for owners and admins across dashboard, schedule, jobs, invoices, price book, reports, and settings.
Web wizards to migrate price book and operating data from Jobber, Housecall Pro, and spreadsheets.
AI mapping assistant, workspace review, commit, revert, error CSV, and metadata export.
Help, feedback, payment settings, download, and app deep-link support.

Language, Country, and Currency

English and Spanish visible at launch across the app, SMS, and documents, with Portuguese resources preserved in data.
Customer documents, price book, SMS, payments, quotes, and invoices with localized text.
Business country, property country, and country-based currency for document math.
If you do not use Jefe Payments, you can operate with manual payment tracking in countries not covered by Stripe.

Activity Feed and Audit Trail

Daily feed for jobs, quotes, collections, and requests.
See who changed status, sent documents, added notes, or marked paid.
Activity summaries on jobs, quotes, and requests without hunting across screens.
Historical activity stays attached to crew profiles and performance reporting.

Communication History

Job-detail history for SMS, photo share, quotes, invoices, and collection follow-ups.
Track recipients, prepared drafts, native SMS confirmations, and failures.
Queued attempts stay anchored to the right customer, job, and visit.
It stays human-reviewed: Jefe organizes the history, and you decide what gets sent.

Help, Readability, and Feedback

Owners and crew can open help/feedback from settings.
Report bugs or ideas and track statuses like in progress, added, or closed.
Readability support with comfort sizing and bounded larger scaling for dense screens.
Owner help pages on the web when you need a bigger screen.

No Paywalls and Referrals

No extra module unlocks for smart schedule, To Do, Get Paid, crew, quotes, or invoices.
Referral codes, shareable referral links, and referral tracking inside the app.
See active referrals, total referrals, and subscription status.
Only high-usage communication features may vary; the core FSM stack stays included.

Included in Jefe

Tools for every step of the job.

Schedule, routes, customers, quotes, invoices, payments, reports, and crew all live in one system.

Schedule

Calendar and list
Any day
Visible conflicts

Smart Routes

Better order
Less driving
No live GPS

Bulk Schedule

Many customers
Multiple crews
Preview first

Online Booking

Three time options
Smart booking request
Customer reschedules

Crew App

Today's jobs
Notes and photos
Route map

Activity History

Who did what
Job, quote, and pay
Daily feed

Crew Controls

Clear roles
Hide prices
Action permissions
Availability windows

Price Book

Saved services
Average prices
Books by trade

Requests

Public form
Customer photos
Convert to job

Quotes

Fast line items
Online approval
Deposits

Quote Renewals

Review expired
Update price
Resend fast

Invoices

From the job
Preview
Follow-up

Payments

Payment links
Saved cards
Manual payments

Card Reader

In-person pay
Tap to Pay
Stripe Terminal

Real-time Notifications

Important changes
Pays and approvals
Open actions

On My Way Texts

Draft ready
Send from phone
Visit context

Reminders

Upcoming visits
Overdue invoices
Clear follow-up

Scheduled SMS

Review queue
Templates ready
Not automated

Communication History

SMS and links
Send/result log
Job context

Google Reviews

Ask for reviews
Link ready
Happy customers

Customer Links

Quote
Invoice
Payment
No-seat crew share

Recurring Service Plans

Weekly or monthly
Templates
Future visits

Voice

Create jobs
Add notes
Search fast

Bilingual Voice Notes

Detect source
Translate for review
Bilingual review

Photos and Notes

Before and after
Receipts
Voice notes

Property Context

Multiple properties
Global notes
Carries across jobs

Reports

Revenue
Expenses and margin
Crew performance

Admin Desktop

Wide-screen ops
Migrate from Jobber/HCP
AI review

Language and Country

Dual-language app
Country currency
Stripe optional

Help and Readability

Comfort sizing
Larger scaling
Track tickets

No Paywalls

No paywalls, ever
Referral discounts
No locked modules

How it works

Start with the inquiry, the quote, or the job itself.

Not every job follows the same path. Jefe fits the work you are still scoping and the work the customer already approved, without duplicating the customer, property, history, or payment trail.

Inquiry Quote Schedule Collect

Flexible entry

Jefe does not force every job through every step.

Some calls need photos, notes, and diagnosis first. Some repeat customers just need time on the calendar. You can start at the right point and keep one operating thread all the way through.

Inquiry when the details are still messy.
Quote when pricing needs approval.
Direct job when the customer already said yes.

Optional

Capture and qualify

Save the customer, property, photos, urgency, and context when the call still needs structure.

Optional

Quote only when needed

Build the quote, renew it if scope changed, and let the customer approve before you move crew time.

Schedule and assign

Fill gaps, review conflicts, send times to the customer, and assign the right crew for the day.

Do the work and collect

Close with notes, photos, the invoice, a payment link, and clear follow-up so the money does not cool off.

Requests and quotes still exist, but they never block a job that is already ready to get done.

Today's dashboard Monday · owner view

All categories

5 time-sensitive reminders

$2,140 revenue needing action

2 schedule issues

Time-sensitive 5

Quote renewal due11:00

Visit unconfirmed1:30

On my way textBefore 3:00

Revenue reminders $2,140

Invoices ready to send$640

Overdue collections$980

Reported payment to review$520

Schedule issues 2

Job missing crewToday

Overloaded route4:15 PM

Address needs fixBefore dispatch

Core value

Today's dashboard keeps the whole day under control.

This is where Jefe should win for a busy micro-contractor: one place to see what is due today, what is putting revenue at risk, and what is going to break the schedule before you find out too late.

✓

Time-sensitive reminders

Quote renewals, visits to confirm, on-my-way texts, approvals, and team replies that cannot wait.

✓

Revenue reminders

Ready invoices, overdue collections, failed payments, reported payments, and quote renewals so money does not get stuck.

✓

Schedule issues

Gaps, jobs without crew, overloaded routes, bad addresses, or suspect durations before you promise anything to the customer.

Category 1

Urgent work surfaces first.

Unconfirmed visits
Quote follow-ups
Reminders and arrival texts

Category 2

Money waiting on action stays visible.

Invoices ready to send
Overdue or failed collections
Reported payments and renewals

Category 3

Schedule trouble shows up early.

Gaps to fill
Unassigned jobs
Overloaded routes or bad data

Jefe Payments

Collect for the job without chasing checks.

Jefe Payments, powered by Stripe, 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. Only high-usage communication features may have variable charges.

Jefe Solo

For an owner running solo

$39/mo

2 total members: owner + one manager/admin.

✓All core features
✓Schedule, To Do, and Get Paid
✓Quotes, invoices, and reminders included

Jefe Micro

For micro crews

$79/mo

5 total users: 1 owner/admin + 4 crew.

✓All core features
✓Bulk schedule for multiple crews
✓English and Spanish support
✓$49/mo when you qualify through Stripe-powered Jefe Payments

Jefe Micro is built for teams up to 5 total members. The Jefe Payments discount applies to active Micro accounts that process qualifying volume through Jefe Payments. There is no purchase inside the mobile app.

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.

Send email See pricing

No automated job SMS: Jefe prepares messages for you to send from your phone.

Zero live tracking: no GPS tracking that drains your battery.