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QELM Docs

How a Job Moves Through QELM

Workflow

One job. One connected path.

QELM works best when your team understands the job flow. A job starts as an estimate, becomes scheduled work, turns into an invoice, gets paid, and shows up in reports.

Main path

Follow the work.

Use this path to train a new owner, office admin, manager, or field user.

EstimatePrice the workDispatchSchedule the crewJobTrack progressInvoiceBill the customerReportRead the result

What each step means

Do not skip the handoff.

Each step gives the next step better information.

Estimate

Write down the scope and price before work starts. This keeps the office and customer aligned.

Dispatch

Put the work on the calendar and assign the right people to it.

Job

Track cost, labor, income, files, and profit while the work happens.

Invoice and payment

Bill the customer, record payment, and keep the balance clear.

Training version

Run one test job.

Use a small fake or real job to teach the flow before entering everything.

  1. Create a small estimate.

    Use a simple scope and a small amount. The goal is training, not perfect accounting.

  2. Schedule the work on dispatch.

    Put it on the board so the manager and field user can see it.

  3. Open the job.

    Review its seven tabs: Overview, Line Items, Expenses / Income, Labor, Profitability, Change Orders, and Blueprints.

  4. Create or review the invoice.

    Make sure the customer-facing document is clear.

  5. Record payment or test the payment path.

    If Stripe is connected, use the online payment flow only when you are ready.

  6. Open reports.

    Check that the numbers tell the same story as the job.

By role

What each person should watch.

Watch job profit, open invoices, payment collection, and reports.