Jobs stay central
Open work, client, site, value, status, and the next action without rebuilding the record.

obra. — work, organized.
Obra keeps leads, clients, sites, jobs, field teams, documents, materials, invoices, and payments connected—so the business stays organized even when the owner is busy.
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A real Obra dashboard
Demo business · fictional data

One connected system
No detached lead lists, duplicate contacts, or separate systems for field work and money.
See the actual product
These are Obra screens filled with a clean fictional service business, so you can see how clients, jobs, and field work stay connected.
Open work, client, site, value, status, and the next action without rebuilding the record.

See every site, job, document, payment, message, and visit tied to the same person.

Assign and order real visits while the recurring service remains the source of truth.

See what needs review, what is due, and what the team is doing today.

Receipt to useful record
Obra reads the supplier, lines, prices, and total; suggests the job and materials; and waits for confirmation before anything becomes official.
Nothing disappears. Confirm and it files itself.
FERRETERÍA CENTRAL
PVC pipe 1" × 2
Primer × 1
TOTAL $45.50
Materials purchased for the Villa Mar pool service.
Suggested job: Villa Mar pool service
The receipt stays attached to the expense and the correct job.
Confirmed materials update paid-price history without overwriting older records.
The real purchase reaches job cost once—without duplicate transactions.
Materials price memory
Confirmed material lists join your own directory—what each item cost, where you bought it, and when. The next estimate starts from remembered prices instead of guesswork, with quoted and paid prices kept apart.
VILLA MAR POOL SERVICE
The next estimate for this client starts from these confirmed prices—quoted and paid kept apart.
What Obra connects
Open a client, job, site, visit, receipt, or proposal and follow the real relationships—not copies.
Explore the productSee what needs attention, then act without hunting through messages.
Give every worker a clear day, checklist, site access, and place to report back.
Turn recurring service into ordered visits without duplicate schedules.
One person, every relationship, every linked job and conversation.
Build, send, revise, accept, and sign from connected job information.
Keep costs, client prices, invoices, payments, and worker pay distinct.
Remember what you buy, where you buy it, and what it actually cost.
Upload once, connect everywhere, and control what clients may see.
Connect leads, campaigns, reviews, and outreach to real jobs and revenue.
See how the business is doing with reports you can print, download, or email.
The field view
Where to go. How to get in. What to do. What to photograph. What needs attention. No client pricing or margin unless their role permits it.
Today — Coastal route
Playa Hermosa
Smart Capture
Bring in a WhatsApp message or screenshot, receipt, photo, PDF, handwritten list, or voice note. AI reads it, suggests the right records and connections, and waits for your confirmation.
Nothing disappears. Confirm and it files itself.
FERRETERÍA CENTRAL
PVC pipe 1" × 2
Primer × 1
TOTAL $45.50
Materials purchased for the Villa Mar pool service.
Suggested job: Villa Mar pool service
Forward, photograph, upload, paste, or dictate what arrived.
Obra reads the original without replacing or hiding it.
Names, dates, costs, jobs, people, and next steps are suggested.
You review uncertainty before anything becomes official.
The confirmed information joins the right client, site, job, or record.
AI + follow-through
Obra uses connected records to prepare booking confirmations, reminders, follow-ups, and client updates in the right language—while keeping every sent message and reply tied to the work.
WhatsApp stays part of the workflow. Bring in messages, screenshots, photos, and voice notes, then share Obra links back through the channel your client already uses. Native automatic WhatsApp sending is planned, not presented as live today.
Date, client, site and assigned worker stay together
Use the client’s language and the latest visit details
Track whether the communication still needs to go out
Keep the message with the client, visit and job history
Recurring work
Recurring Service defines what the property receives. Individual visits are generated once. Routes simply assign and order the work—without a second recurrence rule.

The client view
Give each client one clear place for approved updates, schedules, documents, messages, invoices, payments, and proof—branded for the business and available in their preferred language.
Cedar & Coast
Powered by obra.
CASA HARTMAN
Next visit
Oct 8 · 8:00 AMCurrent phase
FinishesBalance due
$1,250.00Exterior painting is complete. The approved progress photos and visit report are ready.
Built for real service businesses
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