Jobs
One hub for every project. Nothing scattered.
Scattered files, missing docs, and status updates buried in email slow your team down. Aimsio keeps every project's crew, tickets, documents, and financials in one place.
Before & After
What changes when you switch to Aimsio
Without Proper Job Management
- Job details scattered across emails and spreadsheets - No single place to see what a job involves, who's on it, or what's been done.
- No central place to store job documents - Contracts, drawings, and safety files live in email attachments or shared drives nobody can find.
- Progress only known by calling the site - Managers waste time chasing updates instead of working from live data.
- Finance disconnected from job status - Billing teams don't know what work is complete, leading to delayed invoicing and missed revenue.
With Aimsio Jobs
- Everything about a project in one place - Client, scope, crew, documents, tickets, and invoices all linked in a single record.
- Documents accessible from the office or the field - Attach files to the job and access them from any device, anywhere.
- Progress visible without a phone call - Job status updates in real time as crews complete work.
- Finance and operations working from the same source - Billing connects directly to job progress, so invoices go out faster.
Core Capabilities
Everything your team needs to manage field jobs
One hub to create, track, and close every job - from first assignment to final invoice.
Job Creation & Management
Create jobs with all relevant details such as client, location, scope, price book, AFE, and contacts in a single structured record. Jobs are the anchor point for everything that follows.
Document Storage
Attach contracts, safety docs, drawings, and photos directly to each job. Everything accessible from the office or the field.
Multiple Job Views
See all your jobs as a table, on a map, or as a Gantt-style timeline. Filter by date, client, or status to find what you need instantly.
Job Status Dashboard
Jobs move through confirmed statuses (Unassigned, Assigned, Active, Finished, and Cancelled) so the entire team always knows where a project stands.
Team Assignment
Assign crews, supervisors, and contacts to each job. Everyone knows their role and can access job details from any device.
Centralized Data
Jobs connect directly to tickets, timesheets, purchase orders, invoices, and job performance tracking. Every action taken under a job is linked, so nothing falls through the cracks.
How It Works
From job creation to close-out in one system
Create the job with all details
Set up a job record with client info, scope of work, location, price book, and key contacts. Attach documents before crews hit the road. Assign a supervisor so field teams know who is responsible from day one.
- Client, location, and price book set at creation
- Attach contracts and documents upfront
- Assign crews and supervisors immediately
Create a JobClick to Zoom Crew executes and captures work
Field crews complete tickets and timesheets linked directly to the job. Every submission is visible from the office in real time. Job status updates automatically as work progresses. Crews can work offline and sync when connectivity returns.
- Tickets and timesheets linked to the job
- Live progress updates without phone calls
- Offline capability for remote sites
Crew ExecutionClick to Zoom Approve, invoice, and close the job
Once work is complete and approved, all connected data flows into invoicing automatically. Close out the job with a complete audit trail of everything that happened.
- Approved tickets flow directly to invoices
- Full job history retained on close-out
- Closed jobs automatically get removed from active views
Close & InvoiceClick to Zoom Before using Aimsio, our data was scattered across numerous spreadsheets. We used to spend days putting together reports. Now, we’re able to track costs to jobs and know where we’re at compared to budget.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Aimsio Jobs is a centralized hub for creating and managing field jobs from start to finish. It holds all job details - client info, scope, crew assignments, documents, and linked tickets - so your entire team works from one source of truth.
Aimsio offers three ways to view your jobs: a table view for sorting and filtering, a map view that plots active job sites using location coordinates, and a timeline view that displays jobs in a Gantt chart format using start and end dates. All three views can be filtered by date, client, or status.
Field tickets and timesheets completed under a job all link back to it automatically. When it's time to invoice, your billing team pulls all approved work into an invoice with a single click. No manual data transfer required.
Yes. You can attach JPG, PNG, and PDF files directly to a job record. These files are accessible from any device so field crews and office staff always have what they need.
As field crews complete tickets and timesheets linked to a job, the job's status and activity log update automatically. Managers can see what's been done, what's in progress, and what's pending - without needing to call the site.
Absolutely. Aimsio supports multiple crew assignments per job. Each crew captures their own tickets and timesheets, which all roll up under the same job record for consolidated reporting and invoicing.
Aimsio is designed for field service companies in oil & gas, construction, pipeline, transportation, and industrial maintenance. Any operation that dispatches crews to job sites and needs to track work, costs, and billing will benefit from Jobs.
Jobs are included in every Aimsio plan: Lite, Essentials, Performance, and Ultimate.
Ready to stop leaving
revenue in the field?
See how Aimsio can transform your operations in a 30-minute demo.