Big Projects,
Broken Into Stages

JobbTrakr's Customer Roadmaps let you split a big job into stages, each with its own quote, so customers can approve one step at a time instead of committing to everything upfront. No more one giant scary quote. No more chasing sign-off on the whole project before work can start.

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How Roadmaps Work

Build the roadmap

Break the project into stages - e.g. "Demolition", "Rough-in", "Fit-out". Attach a quote to each stage.

Share one link

Send the customer a single roadmap link. They see every stage, its status, and its cost - all in one place.

Approve stage by stage

Customer signs off on each stage as you reach it. You start work on approved stages while later ones are still being finalized.

Everything in Roadmaps

Multi-stage project structure
Add as many stages as the job needs. Reorder them as plans change.
Per-stage quotes
Each stage links to its own quote, so pricing stays clear and specific to that piece of work.
Shareable customer link
One URL gives customers a live view of the whole project - no login required.
Digital signature approval
Customers approve or reject each stage right from their phone or computer, with a signature captured on the spot.
Stage status tracking
Pending, approved, in progress, complete - know where every stage of every project stands.
Link expiry control
Set an expiry date on roadmap links for time-sensitive pricing.

Built for Multi-Stage Jobs

Renovations, extensions, and larger commercial fit-outs rarely happen in one hit. Roadmaps are built for builders, carpenters, electricians, and any contractor running a project with distinct phases customers need to sign off on individually.

Roadmaps FAQ

What is a customer roadmap in JobbTrakr?

A customer roadmap is a shareable, staged project plan. Instead of sending one big quote for a multi-stage job, you break it into steps, each with its own quote. Customers get a single link where they can see the whole project and approve each stage as it comes up.

How do customers approve a roadmap stage?

Customers open their unique roadmap link, review the stage details and quote, and approve or reject with a digital signature captured right in the browser - no app download, login, or account needed.

Can I track project progress with roadmaps?

Yes. Each stage shows a status (pending, approved, in progress, complete) so both you and the customer can see exactly where a multi-stage project stands at any time.

Is the roadmap feature included in every plan?

Customer Roadmaps is a toggleable feature available on JobbTrakr - turn it on in Settings and start building staged project plans for any customer.

Stop Sending One Giant Quote

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