1
Build Your Workflow
Start with a template or create a board and columns for the process your team already follows.
Project Management
Keep every job, task, and follow-up moving
Keep every job, task, and follow-up moving with visual boards built for the way your team works. Plan the work, assign clear ownership, connect customer records, and see what needs attention next.
How It Works
Simple steps to transform how you handle customer interactions.
2
Create and Assign the Work
Add the task, choose the owner, set priority and timing, then connect the customer or business record.
3
Move Work Forward
Drag tasks across the board, resolve blockers, review approvals, and mark completed work without refreshing the page.
What Makes Project Management Different
Built specifically for service businesses, not generic software adapted for trades.
Visualize Work on Kanban Boards
Create boards and columns that match your real process, from the first follow-up through final completion.
Give Every Task an Owner
Assign work to human team members, set priorities, schedule dates, add reminders, and track expected duration.
Connect Work to the Customer
Link tasks to contacts, jobs, estimates, invoices, and automations so the full business context stays attached.
Keep Decisions Together
Add comments, approvals, blockers, and activity history directly to the task.
Works With Everything
Project Management connects seamlessly with other features to power your entire business
Jobs
Connect tasks to active jobs and operational work
CRM
Keep customer context attached to every task
Estimates
Track estimate follow-up and next actions
Automations
Connect tasks to repeatable workflows
Notifications
Keep assigned team members aware of changes
Dashboard
See operational progress and workload trends
Everything You Get
All the features you need, none of the complexity you do not.
Custom boards and columns
Human team members, clear assignments, and priorities
Due dates, reminders, durations, and recurring schedules
Links to contacts, jobs, estimates, invoices, and automations
Comments, approvals, blockers, and audit history
Instant updates across the task drawer and Kanban board
Common Questions
Is Project Management only for sales?
No. Use it for field work, customer follow-up, estimates, operations, administration, marketing, compliance, or any repeatable process your team needs to move forward.
Can tasks connect to existing Local Business Pro records?
Yes. Tasks can be connected to contacts, jobs, estimates, invoices, and automations so your team can move from the work item to the underlying business record.
Can my team customize the workflow?
Yes. Create boards and columns for different teams or processes, use templates, and move tasks as the work advances.
Where do I find Project Management in the app?
Open Operations → Pipeline. Access follows the Jobs permission assigned to each team member’s role.
Ready to keep every job, task, and follow-up moving ?
See exactly how Project Management would work for your business. We will show you a live demo with your actual services and scenarios.
Free 15-minute demo
No credit card required
Talk to a real human