Pricing
Sign inOne job. Start to finish.
Customer. Crew. Permit. Money. Keep the details with the work.
The stages every company starts with
LeadA new lead lands on the board as a job, with nothing typed twice. Proposal SentA proposal sent with no job makes one here. A proposal already on a job leaves that job where it is. WonThe customer signs and the job moves to Won on its own. Permitting to BillingYou move it through Permitting, In Production and Billing as the work goes. ClosedClose it when it is done. A closed job can be reopened.
The list says what is next. The job holds the file.
Rename the stages or add your own. Open any job and the permit dates, inspections, photos and draws are already on it, entered once and read by the office and the crew.
One thing to do next
A line above the list names it: jobs missing a stage, a manager, an address or a customer, jobs past their target date, or the next one due. One tap opens them.
Every job on the board
Each job sits in a stage, so the office sees what is stuck without asking. Each row names the customer it belongs to.
Price it when you create it
Enter the job price on the new-job form and the job opens ready to bill: one schedule line for the whole price, which you split later. Leave it blank and nothing is assumed.
Your trade's templates first
Your company's trade puts its own job templates at the top of the new-job form. Picking a trade never writes scope or a price for you.
Permit, photos and files on the job
Permit status, dates and inspections live on the job, not in a separate tracker. So do the field photos, documents and change orders.
Bill from the same job
The schedule of values, draws, retainage and payroll all read from this job. Once it is billed, its next step is the money: send the draft draw, or record the payment. Only teammates you give money permissions see those steps.
Start with the jobs you're running this week.
Bring in your open jobs and put each permit on its job. The board shows where everything stands from day one.