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One customer and property
Have the company name, contact details, and Florida license number ready.
Build one job everyone can follow.
Start the guided setup About 20 minutes · pause at any step
Choose a job that is already moving.
A real job makes each step easier to understand. Start with one that is already moving so every step has real context.
- One customer and property
- A real scope and expected price
- The current permit or scheduling state
Company details
Put your company name and license on every record you create.
Prepare Do now Confirm the company details every later record will carry.
Check before moving on The company profile shows the name and license the team expects.
First customer
Bring the contact and property into one record.
Prepare Choose one active customer and the property where work will occur.
Do now Add the primary contact and property before creating the job.
Check before moving on The customer record can be opened without searching another tool.
The job
Give the office and the field one place to follow the work.
Prepare Know the job name, owner, expected scope, and current stage.
Do now Create the job so the office and the field read the same record.
Check before moving on The job has an owner and a stage that matches reality.
Scope and proposal
Keep sold scope and price attached to the job.
Prepare Gather the sold scope, price, terms, and any customer options.
Do now Attach the proposal so the accepted scope is readable later.
Check before moving on Scope and price can be traced back to the same job.
Permit record
Track authority status, proof, and review timing together.
Prepare Have the authority, application reference, status, and review timing.
Do now Create the permit record and name the next action it needs.
Check before moving on The review clock and the authority are visible on the job.
Crew and schedule
Put the next crew visit on the job.
Prepare Choose the crew, the date, the start time, and who runs the visit.
Do now Put the crew visit on the job's schedule.
Check before moving on The office can open the job straight from the schedule.
Photos and files
Give the job its first photo or document you can find again.
Prepare Choose one permit, contract, or field photo.
Do now Store it on the job so it can be found later.
Check before moving on The file has enough context to be useful during review or closeout.
Payment progress
See how completed work moves toward collection.
Prepare Know the current application amount, retainage, and approval state.
Do now Review the pay application attached to completed work.
Check before moving on The next collection decision is visible without rebuilding the job history.
One job, all in one place.
The customer, the scope, the permit, the schedule, the photos, and the money can now be opened from one job, without reconstructing the story.