DVT Software • Job & Sales Tracker

See Every Job and What It's Worth

A simple board that shows every potential job, from the first call to the paid deposit. Drag a job from one column to the next as it moves forward, and see how much money is on the way. Follow-ups can send automatically when a job moves.

Job Tracker: Estimates
Total Value of Open Jobs: $74,500.00 Across 14 Jobs
Drag to Move
New Inquiries (3) $14,500
Marcus Vance
$4,800.00
Source: Google Local Ads • 2h ago
Lisa Reynolds
$9,700.00
Source: Missed Call Text • 4h ago
Consult Booked (2) $18,000
David Mitchell
$12,500.00
Thu Oct 15 @ 10:00 AM • Rep: Dave
Quote Sent (2) $21,000
Summit Properties
$15,000.00
Auto Follow-Up On (Step 2)
Won (3) $21,000
Apex Dental Clinic
$7,000.00
Deposit Paid by Text Link

Always Know What Work Is Coming In

Without a clear view, it's hard to know which quotes are going nowhere, which team members win the most jobs, or how much money is coming in next month.

The DVT Job & Sales Tracker puts every job on a board with columns like "New," "Quote Sent," and "Won." Each card is one job, showing what it's worth, how the customer found you, who's handling it, and when to follow up.

Best of all: automatic follow-ups. When someone moves a job to "Quote Sent," DVT texts the customer 48 hours later to ask if they have any questions.

What Happens Automatically

• Move to "Estimate Sent": 3 friendly check-ins by text and email.
• Move to "Won": Stops sales messages and sends a welcome.
• Move to "Lost": Reaches back out with a seasonal offer 6 months later.
• See What Your Ads Earn: Shows which Google or Facebook ad each paying customer came from.

More Ways to Stay Organized

Separate Boards for Different Work

Use different boards for new customers, commercial jobs, maintenance plans, and warranty work.

Job Size & Win Rate

See your average job size, how much you won this month, and how many quotes turn into jobs, so you can spot where things get stuck.

See How Your Team Is Doing

Filter the board by team member to see who's following up and who's hitting their goals.

Know Exactly Where Every Job Stands

Book a free call and we'll set up a job tracker that matches how your business works.

Book a Free Call