# Project Management

CurbSight includes a full project management module — kanban board, job tracking, crew scheduling, photo uploads — built into the same platform that finds your leads. This is the core reason CurbSight is replacing Jobber, AccuLynx, and JobNimbus for our customers.

## Why Project Management Belongs in a Lead-Gen Platform

Most contractors run two separate tools: a lead-gen tool (HomeAdvisor, Sales Rabbit) and a project management or CRM tool (Jobber, AccuLynx, JobNimbus). The two don't talk to each other. A won lead is manually re-entered into the project management tool, photos and notes are stored in two places, and visibility across the lifecycle is broken.

CurbSight's bet: every job starts as a property in your dashboard. Why force you to copy it into a second tool the moment you win it?

## What's In the Project Management Module

### Kanban Board
Drag-and-drop pipeline with configurable status columns. Default pipeline:

- **Lead** — property surfaced from the scoring engine, not yet contacted
- **Contacted** — outreach attempted (knock, call, email)
- **Inspection Scheduled** — appointment set
- **Inspection Complete** — visited the property, captured photos and notes
- **Estimate Sent** — quote provided to the homeowner
- **Contract Signed** — won the job
- **In Production** — work scheduled or underway
- **Complete** — work finished
- **Invoiced** — billed
- **Paid** — collected

You can customize column names and add stages on Pro and Enterprise.

### Job Cards
Every job in the kanban links back to its underlying property in the lead explorer. Each card carries:

- Property address, owner, year built, value
- Contact info (phone, email if available)
- Scoring breakdown (so you remember *why* this property mattered)
- Photo uploads (before, during, after)
- Notes and activity log
- Estimate and invoice attachments
- Crew assignment and scheduled dates

### Crew Scheduling
Assign jobs to specific crews and dates. Calendar view shows the week's load by crew. Drag jobs between days to rebalance.

### Photo Uploads
Upload site photos directly to the job card from the field. Photos are stored in Supabase storage with timestamps. Useful for insurance documentation, before/after marketing, and crew handoffs.

### Activity Log
Every interaction with a job (status change, note added, photo uploaded, estimate sent) is timestamped and logged. The activity log is the source of truth for "what happened on this job."

## How It Differs From Standalone PM Tools

**Jobber** is a generic field-service PM tool. It works for landscapers, plumbers, cleaners, and contractors. It has no property intelligence layer — every job starts as a manually-entered customer. CurbSight is the opposite: every job starts as scored property data.

**AccuLynx** is roofing-specific PM with strong insurance claim workflows. It has no lead-gen layer; you bring the leads from somewhere else. CurbSight bundles both.

**JobNimbus** is exterior-trades PM with workflow automation. Same gap — you bring leads from elsewhere. CurbSight bundles both.

For a roofing or exterior contractor doing 20–200 jobs/month, CurbSight + the built-in PM module typically replaces both AccuLynx and Jobber, eliminating ~$300–$500/month in tool stack.

## When You'd Still Want a Separate PM Tool

CurbSight's PM is built for the core 80% workflow: track jobs from lead to paid, manage your crews, document with photos. If you need:

- Heavy QuickBooks or Xero accounting integration
- Advanced scheduling optimization (multi-crew, skill-based routing)
- Subcontractor management
- Customer-facing portal with self-service quote acceptance

...you may still want AccuLynx or JobNimbus as a complement. CurbSight Enterprise includes API access so you can sync jobs out to whatever PM you use.

But most CurbSight customers in the 5–25 job/week range use the built-in PM and never look back.

## See Also

- [CurbSight vs Jobber](../compare/curbsight-vs-jobber.md)
- [CurbSight vs AccuLynx](../compare/curbsight-vs-acculynx.md)
- [CurbSight vs JobNimbus](../compare/curbsight-vs-jobnimbus.md)
- [Property Intelligence Dashboard](./dashboard.md)
- [Pricing](../pricing.md)