Frame the whole engagement
Record project status, working dates, budget and lead technician before managing individual visits.
Keep multi-visit work together
Give longer work one home for dates, milestones, linked jobs, proof and cost.
Projects organize multi-day or multi-visit work around a lead technician, budget, milestones and linked jobs, with progress, completion photos and costing tools in context.
Owner controlRules and results stay visible✓
01Project status, dates, budget and lead technician02Milestones and progress tracking03Linking and unlinking of existing jobs04Project photos, completion proof and cost tools
What is already in the product
The details that make the workflow useful in real operations.
Break work into milestones
Milestones provide a visible way to describe important stages within the project.
Connect existing jobs
Link or unlink job records so visits remain operationally independent while contributing to the project.
See progress across visits
Project progress brings the connected work into one higher-level view.
Keep proof at both levels
Store direct project photos alongside completion photos from linked jobs.
Review the project economics
Cost and profit tools bring available budget, job and expense context together for review.
How the handoff works
Your rules define the guardrails. Serberus carries the routine work.
Every major workflow answers the same five questions: what starts it, which rules apply, what Serberus completes, when it asks, and where the result remains visible.
Trigger
The office creates a project for work that spans multiple days or job records.
Rules
You set the dates, budget, lead technician, milestones and which existing jobs belong.
Serberus does
Serberus connects the selected jobs, progress, proof and available cost context under the project.
When it asks
It asks when a person must change project scope, links, budget or milestone status.
Where you see it
See it in the project overview, milestone list, linked jobs, photo collections and cost tools.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Real product screen
Built into Serberus, not staged for the website.
This image comes from the current Serberus application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.
Serberus
Put the handoffs somewhere dependable.
Serberus does the heavy lifting, brings the exceptions back to you, and keeps the result visible.