Your Central Hub for Every Client, Every Job

The Problem: Scattered Client Info Costs You Time and Money

Sticky notes, outdated spreadsheets, and contact info buried in email chains—sound familiar? When your client data is scattered, your team wastes valuable time hunting for information. This leads to mistakes, like sending an invoice to the wrong office, using outdated rates, or forgetting a key contact on a job. For a busy land surveying firm, these small errors add up to big headaches and lost revenue.

The Solution: A Central Hub for All Your Client Data

Job Book’s Customer Relationship Management (CRM) system is your single source of truth for every client. Designed specifically for the needs of land surveyors, it’s a simple, powerful tool to keep your entire team in sync, whether they’re in the office or the field.

Stop digging through emails and start giving your team the clear, accessible client information they need to do their jobs right.

How This Helps Your Firm

• ✅ Standardize Your Rates: Assign default rate sheets and payment terms to clients, ensuring consistent and accurate billing on every job.
• ✅ Keep Everyone Updated: Store multiple contacts and office locations for each client, eliminating confusion and making sure the right people are always in the loop.
• ✅ Access Info & Documents from Anywhere: Stop digging through emails. Attach crucial files, PDFs, and images directly to a client’s record, and access their complete history from the office or the field.
• ✅ Streamline Job Setup: Create new jobs faster by instantly pulling in all associated client data, from contacts to billing addresses.
• ✅ Unlock Business Insights: Tag clients by type (e.g., commercial, residential, government) to easily filter jobs and run reports that show you which client categories are most profitable.

Why Job Book’s CRM is Different

Generic CRM software is built for salespeople, not surveyors. Job Book is different. We built our CRM with the specific workflows of a land surveying firm in mind.

• Job-Centric by Design: Our system is built around your jobs. Client information seamlessly integrates with every project, from initial setup to final invoice.
• Simple for Your Team: We focus on the essential features you need, without the confusing clutter of complex sales software. It’s intuitive for everyone, from the crew chief to the office manager.
• Built for Surveyors: We speak your language. The system is designed to handle the unique demands of your work, including multiple job sites, legal addresses, and client-specific billing and reporting.
• Data That Drives Decisions: Go beyond simple contact storage. Use client types to analyze your job history, identify your most valuable client segments, and make smarter decisions about where to focus your business development efforts.