Company Settings: Projects – Services & Jobs
This guide will walk you through what services and jobs are within a project and how to manage them within your company settings.
Understanding Services vs. Jobs
Before setting up this section, it’s important to understand the difference between a Service and a Job:
Service – The type of trade or work you’re offering to the customer.
Examples: Roof replacement, roof repair, siding installation, gutter installation, soffit/fascia repair.
Once your services are added they can be linked within a quote template by clicking the gear icon on any Option or Add-On page.
This connection allows ProLine to automatically create a job for the selected service and sync the associated value to QuickBoo
Job – The management layer that tracks a service through its workflow.
If you add a service called Roof Replacement, you can create a Roof Replacement Job to track its progress across defined stages.
Jobs are how you monitor the status of each service within a project.
You can provide multiple services for one customer within a single project (Roof Replacement, Siding Installation, Gutters). Each of those services can have its own job, allowing you to track their progress separately.
Accessing & Adding Services
Open the hamburger menu in your ProLine account.
Go to Company Settings → Projects.
Scroll to the Project Services section.
Click Add Service.
When adding a service:
Service Name: Enter the name of the service (ex: Roof Replacement).
Create Job Automatically: Choose Yes if you want a job to be created automatically whenever this service is added to a project through a quote and that quote is approved by contact.
You will see the jobs within the job tab of the project.
Color: Select a color to help visually identify this service on your boards.
Once created, the service will appear as a dropdown in this section.
Configuring Job Stages for Each Service
Every service can have its own job pipeline, which is shown on the boards page and is a series of stages that track progress for that type of work.
Expand the service by clicking the dropdown arrow.
In the Job Stages area, click Add Stage.
For each stage:
Stage Name: Give the step a clear title (Inspection Scheduled, Materials Ordered, Installation Complete).
Status: Statuses will be important for reporting once job-level report analytics are introduced. Choose one of the four standard statuses:
Planning – For early preparation or pre-work.
In Progress – For active work stages.
Blocked – For stalled or waiting stages.
Complete – For finished work.
Color: Pick a color for quick visual reference on your job board.
To manage stages:
Click the eye icon to archive a stage. Archived stages will only show job counts, not the jobs’ information.
Click the trash can to permanently remove a stage you no longer need.
Your Jobs Board, which is found by selecting Boards in the left sidebar and then clicking the Jobs tab, will now display the custom pipelines and stages associated with that service whenever it’s used.
Adding Dynamic Fields to Services
Below the Job Stages area, you’ll find Dynamic Fields — customizable fields to store extra information about a service or job.
Click Add Field.
Complete the following:
Display Name: How the field will appear to users (e.g., Permit Number or Insurance Policy).
Type: Choose from Single Line, Multi-Line, Number, Dropdown, Checkbox, or Date.
Unique Identifier: Enter a system-friendly name (lowercase, no spaces, unique across all dynamic fields).
Dynamic fields let you store job-specific details in a structured way (like start dates, insurance info, or gate codes) and make sure your team collects consistent data. For a more detailed breakdown of this item, click the link here!