The problem
You open the client's card, see their history, decide you want to bid them another job. Now you have to go to the jobs screen, create a new job, search for the client again, and re-select them. Two minutes for something that should take one tap.
Why we built it
Any action you'd take on a client should be available from the client's card. Create bid, create job, send invoice — without navigating away.
How it works
- 1
Open a client card.
- 2
Tap "New bid" or "New job" — available directly from the card.
- 3
The new record pre-fills the client name and contact info. Just add the job details.
What changes for your business
Before
Go to jobs screen, create new, search for client, re-select. Three extra steps.
After
Tap "New job" from the client card. Client info pre-filled. On the job in ten seconds.
Common questions
Can I create a new bid directly from a client's record in DIRT?
Yes. Open the client card and tap "New bid." DIRT creates a draft bid with the client name and contact info already filled in. You add the scope, line items, and total — the client lookup step is already done.
Can I start a new job from a client card without going to the jobs screen?
Yes. Tap "New job" from any client card and DIRT creates a job with that client pre-linked. You go directly to entering job details without navigating away and re-searching for the client.
What information pre-fills when I create a bid or job from a client?
The client name, contact info, and any address you have on file. Everything that would normally require you to search for and re-select the client is already there. You skip that step entirely.
Is this faster than starting a job from the main jobs screen?
Yes. Starting from the jobs screen means creating the record, then searching for the client, then confirming the selection. Starting from the client card skips all of that. When a repeat client calls and says they have another job, you can have a draft started before you hang up.
Does this feature help most with repeat clients?
Exactly. Most contractors who use this do so for their regulars. You know who's calling, you open their card, you have the context from past jobs right there, and you start the new bid or job without navigating anywhere else.
Can I see the new job in both the client record and the main jobs list?
Yes. Any job you create from a client card shows up in the main jobs list and in the client's 360 view. It's the same record — accessible from both places.
Start free
Try it free.
Every DIRT plan includes this feature — Solo included. No credit card, no trial that expires. Set up in minutes and use it on your next job from the truck.