Run the project, automate the admin
Delivery needs a clear record, stages that match how you operate, and follow-up that does not live in a separate project tool. Model Jobs as records, move them through a pipeline, and keep tasks, conversations, and documents next to the people involved.
Model the job
Set up the record type that matches how you deliver. Properties, layouts, and associations keep each job tied to the right people and organisations.
Custom objects
Create record types beyond the built-in CRM, such as Jobs, with labels and layouts that fit your process.
Fields that matter
Capture dates, status fields, files, and the details your team needs on every job.
Linked to people
Associate each job with people and organisations so the commercial trail and delivery trail stay connected.
Custom views
Filter and save collections so open work, by stage or owner, is one click away.
Move the work
Run each job through stages that match delivery, not only sales. Board or list, with history on the record as things move.
Board or list
Work open jobs the way your team prefers, without leaving Hubdash.
Stages that fit
Open, done, and dropped progress on stages you define for the job object.
Stage history
See how a job moved, so handovers do not depend on someone’s memory.
Forms into jobs
Capture requests on a form and create or update the job record where work starts.
Automate the process
Automate tasks, messages, and documents against jobs and the people involved, so delivery does not scatter across tools.
Tasks
Assign the next action so open work shows on My tasks.
Conversations
Email, SMS, or WhatsApp against the contact, with the job still in context.
Documents
Generate and share PDFs from templates, linked back to the CRM record.
Fifteen minutes. No obligation.
We’ll walk through Hubdash with your process in mind.
