UrbanJet Pro

Field service tools

Choose the tool you need. Estimates and waivers are separate and can be completed in any order.

Data

Owner customer database and CSV downloads.

Dates use Miami time. Amounts reflect saved documents, not verified bank payments.

List Search From date Through date Status Possible duplicates only

Customer groups require matching name, email, phone and address. Shared contact details are flagged for review.

Google review QR code

Show this to a customer after the job is complete. Scanning opens the Google review page.

Business expenses

Owner-only expense log. Entries are recorded in US dollars; keep your receipts separately.

FromThroughCategorySearch

Independent tool

Create Estimate

Build a customer estimate using calculated services or manually priced custom work.

Estimate number Estimate date Valid through Prepared by

Customer and property

Customer name Customer email Customer phone Service date

Service property address

Services and pricing

Add calculated services or manually priced custom work such as window washing.

Estimated total $0.00

Estimate notes Terms

Save estimate record

Save this estimate so it can be found later and converted into an invoice.

Staff PIN

Independent tool

Create Invoice

Create an itemized invoice, generate its Square payment link, and share both with the customer.

Invoice number Invoice date Payment due Prepared by

Customer and property

Customer name Customer email Customer phone Service date

Service property address

Invoice items

Add a standard UrbanJet Pro service or any custom work completed.

Invoice total$0.00

Amount already paid

Amount due$0.00

Invoice notes Payment terms

Square payment link

The link will charge the exact amount currently shown as Amount due. Card information is entered only on Square's secure checkout page.

Staff payment PIN Payment link

Staff-only tool

Records

Search website requests, waivers, estimates, and invoices. Turn a website request into an editable estimate, reopen documents, or create an invoice.

New website request notifications

Enable notifications on this device after entering the staff PIN.

Customer phone signing

Scan to Sign Waiver

Create a secure one-time QR code for the customer. It expires after 30 minutes or immediately after the waiver is signed.

Staff PIN

1Customer
2Agreement
3Signature

Step 1 of 3

Customer and service details

Enter the person authorizing the work and the property where service will be performed.

Customer full legal name Email for signed copy Phone number Scheduled service date

Service property address

Services authorized

Roof soft washing House exterior washing Driveway & sidewalk Patio & pool deck Paver cleaning Screen enclosure Fence & wall Commercial exterior

Other service or known property conditions

Employee Sign In

Employee account approval

Field service tools

Data

Google review QR code

Business expenses

Create Estimate

Customer and property

Services and pricing

Save estimate record

Create Invoice

Customer and property

Invoice items

Square payment link

Records

Scan to Sign Waiver

Customer: scan with the phone camera

Customer and service details

Service authorization and waiver

Sign and submit

Waiver signed and stored