A project manager's morning, on one page
What needs attention, what's coming up, each job's health, Planner tasks and recent documents, for the jobs that person manages. Admins set the default layout and each person can arrange their own.
Built for contractors.
Run every job from Microsoft 365.
JobsViz brings your clients, contracts, jobs, documents, schedules, site forms and open issues together in SharePoint and Teams, inside your own Microsoft 365. No new system to learn, and no data leaving your company.
- Runs in your Microsoft 365
- Installed in about an hour
- A setup wizard, no scripts
- 19 languages
5 appsJob Hub, Admin, Reports, Wizards and a PM Dashboard in one install, set up for you by a guided setup wizard, plus Leads and Estimating for pre-construction
Your tenantData lives in your Dataverse and SharePoint, under your security
Your wordsJobs, projects or work orders. JobsViz speaks your language
19 languagesEnglish (US and UK) included, others as language packs
Why JobsViz
Everything about a job, where your people already work.
Spreadsheets, shared drives and email threads don't tell you which job needs attention today. JobsViz gives every client, contract and job a home, with its documents, dates and issues beside it.
One list of every job
Browse by client, by industry or on a map, find any job in seconds, and save views such as My jobs, Finishing in 60 days or On hold.
Problems surface on their own
JobsViz reads your RFI logs, change orders, pay apps, insurance certificates and meeting minutes, and flags what's late, expiring or waiting.
Documents without hunting
Each job's library opens right in the app, with a folder tree, drag and drop, previews, sharing and links that open the exact file. Tick files to make a numbered document package, route it for review and send it with a link that ends when you say.
Dates that line up
A timeline of jobs, milestones and contract dates, with Planner tasks on top. Drag a date to move it, and add it all to Outlook.
Set up in a few clicks
Step-by-step wizards create clients, contracts and jobs, with their SharePoint sites, Teams channels and people, all at once.
Weather without typing it
Daily reports fill in the day's weather, temperatures, rain and wind, and each job shows the forecast.
Job Hub
Open a client. See every contract and job.
The Job Hub is where your team works day to day. Start from your own jobs or every client, open a client to see its contracts beside their jobs, then open a job's page for its details, weather, schedule of values, documents, forms and calendar.
- By client, by industry or on a map, in a list or as cards
- Find any client, contract or job as you type
- Document packages: numbered sets of drawings and files, reviewed, sent and acknowledged
- On a client's or a job's own site, it shows just that one
Forms
The day on site, recorded properly.
Ten construction forms ready for your jobs, with routed approvals, files, photos and print in your letterhead. The Daily Report fills in the weather and copies yesterday's crew and equipment, so it takes minutes.
- "Ball in court" shows who has each form now
- A daily log per job, and equipment on site day by day
- Make a form final and it's locked, with a PDF copy in the job's documents
For managers
Know where every job stands.
Charts the boss will read
Status, workload, late milestones, contracts ending, jobs on the map and more. Click any bar to see the jobs behind it, and export to Excel, CSV or a picture.
Pre-construction
From the first call to the first day on site.
With the Leads and Estimating modules, the work you win arrives as a job that's ready to go, with nothing typed twice.
- Leads
Track every lead
A board of enquiries with their value, chance of winning and next follow-up. New leads come straight from email.
- Estimating
Bid on it
The lead becomes an estimate with its own document library, Teams channel, and a bid date in Outlook.
- Job Hub
Win it, and it's a job
Convert to a job and the won estimate becomes the job, its documents copied across and the lead marked won.
Your data stays yours
It runs inside your Microsoft 365. We never see your jobs.
JobsViz is installed in your own tenant. Your clients, contracts, jobs and documents live in your Dataverse environment and your SharePoint sites, protected by the sign-in, permissions and policies you already have.
How your data is handled- No separate cloud service holding your project data
- Access through your own Microsoft Entra groups
- Documents stay in SharePoint, with version history and retention
- We receive only a daily licence check with your licence key, tenant ID and app version, and the same key and tenant ID when JobsViz fetches an update
- Updates install with one click, signed by us and checked before they go in your App Catalog
- Optional maps and weather send an address or a map position and a date, never names, people or documents
- A document package's I've received it button sends us only a random code and a time
Made for the way you work
Your words, your trade, your language.
Call them jobs, projects or work orders. Pick a starting point for your trade, or type your own words, and every screen follows. Screens, help and emails come in 19 languages, with dates, numbers and currency in your region's style.
- Construction · jobs and pay apps
- Engineering & consulting · projects and deliverables
- Facilities & maintenance · work orders
- Utilities & public works · programmes of work
Getting started
Up and running in about an hour.
A setup wizard does the work with you, step by step. Your SharePoint, Power Platform and JobsViz admins each take a short step. No IT project, no scripts.
Upload one app
Add the JobsViz package to your SharePoint app catalog and approve its access.
Plan it in a workbook
Download the planning workbook, answer its questions and list your existing clients, contracts and jobs.
Follow the setup wizard
It installs the data tables, takes your licence, sets up your sites and lists, and brings in your clients, jobs and old documents, with Undo.
Open the Job Hub
At the end the Job Hub is on your hub's home page, with every job and its library ready.
See JobsViz with your own jobs in mind.
Book a 30-minute walkthrough, or start a trial in your Microsoft 365.