Can office and field teams use different views?
Yes. Office staff manage the connected operation while workers receive a focused mobile view of assigned work.
For small service businesses
Keep a growing service business organized without adding more paperwork
Growth creates handoffs: the person answering a client may not be the person estimating, dispatching, doing, or billing the work. Obra keeps those handoffs attached to one operational record instead of spreading them across chats and spreadsheets.
Obra · Jobs · Active
Active jobs
12Visits this week
18To estimate
4Need attention
2JOBCLIENTSTATUS
J-0012 · Kitchen remodelCasa RiveraIn progress
J-0011 · Pool maintenanceMaría SolanoScheduled
J-0010 · Exterior paintJames RiveraNeeds review
J-0009 · Deck repairLucía VargasIn progress
J-0008 · Garden upkeepVilla Mar HOANeeds attention
J-0007 · Roof leakDiego MoraDone
Hartman Contracting · Costa Rica · USD + CRC
+ New jobThe problem
Make handoffs visible
Office and field teams work from different versions of the story.
Client details are copied into estimates, jobs, and invoices.
Unreviewed receipts and photos disappear into message threads.
The owner becomes the only person who knows what happens next.
How it works
A system the team can follow
01
One client and person record
Reuse the same person across leads, clients, workers, suppliers, and job relationships.
02
Jobs stay central
Visits, documents, photos, costs, tasks, messages, and payments remain attached to the work.
03
Permissions stay practical
Workers see their work; finance information stays limited to authorized roles.
04
Exceptions surface
Needs Review, incomplete checklists, conflicts, and unpaid work become visible.
Connected by design
Information enters once and keeps working.
- Keep every client, property, job, visit, document, cost, and payment connected.
- Give office staff, field workers, and clients a view designed for what each person needs.
- Capture screenshots, photos, PDFs, messages, and voice notes without losing the original.
- Work in English or Spanish and keep client-facing information clear.
Frequently asked questions
What to know before you start
Can clients see their project?
Yes. Shared schedules, documents, updates, messages, invoices, receipts, and payments can appear in the client hub.
Does Obra support recurring and one-off work?
Yes. Recurring services generate visits, while projects and repair work can use the same jobs, people, sites, documents, and money records.
Ready to organize the work from the start?
Join the waitlistJoin the waitlist for early access and launch offers.