Customer
Roadmaps

Built for staged project approvals

Split a big job into stages customers can review and approve one at a time — from the first quote to the day you're on site.

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A $40k reno quote is a hard no. Four $10k stages aren't.

Send a homeowner one number for a full reno and they go quiet for three weeks while they get two more quotes and talk themselves out of it. Split the same job into demo, rough-in, fit-out and finishing, price each stage on its own, and they can say yes to demo this week without locking in a fit-out spec that isn't even finalised yet.

Chasing sign-off on a 12-week job before anyone's picked up a tool means the whole thing sits in your pipeline instead of on your calendar. Get stage one approved, get on site, and let the customer sign off stage two while your crew's already earning on stage one.

What makes Roadmaps different to just emailing a staged quote?

A roadmap isn't a PDF split into sections. Each stage is a live quote sitting inside one shareable link — reorderable if the scope changes, tracked for status, and approved with an actual signature captured on the customer's own phone. No separate e-sign tool, no re-typing a stage total off a photo of a handwritten variation.

How Roadmaps Work

Build the roadmap

Break the job into stages — demo, rough-in, fit-out, final clean. Attach a quote to each one.

Send one link

They see every stage, what it costs, and where things stand.

Approve stage by stage

Sign off on stage one, you're on site. Stage three's price can still be getting finalised while you're mid-demo.

Everything in Roadmaps

Multi-stage structure
As many stages as the job needs — drag them around if the plan changes halfway through.
A quote per stage
Stage three's price doesn't have to exist yet for stage one to get approved.
One link, no login
Customer opens it on their phone, sees the whole project, no account needed.
Signature on the spot
Approve or reject a stage right there, signature captured in the browser.
Status at a glance
Pending, approved, in progress, complete — across every stage, every job.
Links can expire
Set a cut-off date if the pricing's only good for a couple of weeks.

Built for Multi-Stage Jobs

Extensions, renos, bigger commercial fit-outs — these don't happen in one hit, and customers know it. Roadmaps suits builders, carpenters, carpenters, electricians, anyone running a job where the customer needs to sign off on each phase before you touch it.

Roadmaps FAQ

What's a customer roadmap in JobbTrakr?

A staged project plan shared with one link. Instead of one quote for a multi-stage job, you break it into steps — each with its own price — and the customer approves them one at a time as the project moves along, not all upfront.

How does a customer actually approve a stage?

They open their link, review the stage and its quote, and sign off — or reject it — right in the browser. No app, no login, no account.

Can a customer reject a stage without killing the whole job?

Yes. Rejecting a stage doesn't touch the others — you can revise that stage's quote and resend it while approved stages keep running.

Can I track how a project's going?

Yes — pending, approved, in progress, complete, per stage, visible to both of you.

Do I need a specific plan to get roadmaps?

No — it's a toggle, available on every JobbTrakr plan. Flip it on in Settings when you're ready to use it.

Stop Sending One Giant Quote

Break the job into stages your customers can actually say yes to, one at a time.