Everything it does, block by block

Every company gets the core. Everything else is a module you switch on in Settings when you need it, and off again when you don't. Switching one off hides it; nothing is deleted.

Settings, Modules: a switch for each add-on, such as Projects, Price book, Quotes, Invoicing and Service plans. — Settings → Modules. Each one is a switch.

Included with every company

The core

Each company gets its own walled-off workspace, its own words for things, and only the screens it has switched on.

Dashboard: Today's visits, open jobs, jobs by status, receipts waiting and hours this week. Each person arranges their own.
Jobs: Statuses and steps per job type, checklists, notes, photos, signatures and custom fields.
Customers & sites: People and companies, several properties each, with access notes and one-tap Navigate and Call.
Scheduling: Day and week calendars, dispatcher boards, crews, repeating visits and route order.
Time tracking: Clock in and out from the phone, against a job or not. Managers approve timesheets.
Receipts: Snap a receipt on the job. The office approves or rejects it, and approved receipts count toward the job's costs.
Staff & roles: Owner, Office, Crew lead, Field and Subcontractor built in, or make your own. Each role gets No access, View or Edit per area.
Your wording: Call them Jobs or Projects, Customers or Clients, Crews or Teams. The whole app follows.
Branding: Your logo and colour on the app, quotes, invoices and every page customers see.
Audit log: Who changed what and when, for every company.

Schedule, Day · Staff: a column per person, the hours running down, unassigned work first.

The Week · Staff board: a row per person and a column per day, with visits colour-coded by crew. — Week · Staff: a row per person, unassigned work first.

Included with every company

Scheduling & dispatch

A day list on the phone, the week on a desktop, and two dispatcher boards for whoever runs the schedule.

Dispatcher boards: Day · Staff has a column per person and the hours running down. Week · Staff has a row per person. Unassigned work sits first.
Crews: Book a crew and all its members go on the visit. Change who's in the crew and its upcoming visits follow. Finished ones keep who actually went.
Repeating visits: Every week, every two weeks or monthly, limited to the months you work (weekly mowing April to October).
Route order: Each person's stops put in nearest-first order from your yard, with one tap to open the drive in Google Maps.
Rain warnings: Outdoor visits on a wet day are flagged, with “Move to next dry day” at the same time.
Calendar link: Each person can subscribe to their visits in Google, Outlook or Apple Calendar.

The crew app's Today screen: clock in, then the day's stops in route order.

The schedule on a phone: the day's visits as cards with times, addresses and crews. — The schedule on a phone.

Included with every company

Jobs & the crew app

Installs to the home screen like an app. Big buttons, a bottom bar a thumb can reach, and work saved on the phone until there's signal again.

Jobs: Statuses and steps per job type, checklists, notes, photos, signatures and custom fields.
Customers & sites: People and companies, several properties each, with access notes and one-tap Navigate and Call.
Today: Clock in, then the day's stops in route order with Navigate, Call and the job.
Works with poor signal: Checklist ticks, notes, photos, signatures, receipts and clock-ins wait on the phone and send themselves when signal comes back.
Receipts: Snap a receipt on the job. The office approves or rejects it, and approved receipts count toward the job's costs.
Themes & text size: Eleven light and dark themes and larger text, chosen by each person.
Your own menu: Drag pages into your own order and groups, pin favourites and hide the rest. The phone's bottom bar follows it.
Several companies, one login: A subcontractor or manager who works for more than one company switches between them.

Building a quote from the price book, with tax and a deposit to start.

A customer's quote page on a phone, with line items, tax, the deposit to start and Approve and Decline buttons. — The customer's quote page.

Add-ons: Price book & materials $9/mo, Quotes & estimates $19/mo, Invoicing $19/mo

Quotes, invoicing & payments

Quotes the customer approves on their phone, deposits and progress billing for big jobs, and every payment recorded against the right invoice.

Price book: Services and materials with price, cost, unit and tax setting. Pick from it on any quote or invoice.
Quotes: Line items, tax, a deposit percentage and a valid-until date. Send a link, and the customer approves by typing their name or declines with a reason. Branded PDF included.
Options and follow-ups: Good, better and best options in one quote, optional lines the customer can tick on or off, and automatic follow-ups when a quote goes unanswered.
Invoicing: Invoices from a job or a quote: deposit, progress percentage, then a final bill for exactly what's left. Payments by cash, check, card or bank; overpayments show as credit.
Online payments: Customers pay invoices by card through your own Square or PayPal account, tips included, and the payment is recorded for you. Automatic payment reminders chase what's unpaid.
Card on file & autopay: Save a customer's card with Square and charge recurring service plan bills automatically.
QuickBooks Online: Customers, invoices and payments sent to your QuickBooks.

A project with its phases, budget against actual and change orders.

A project on a phone: its phases, address, budget bar and change orders. — …and the same project on the phone.

Add-on: Projects $39/mo

Projects

For the patio-and-planting jobs and the builds: phases, change orders, daily logs and a punch list on the job itself.

Phases: Move a project through its steps: site visit, design, estimate, demolition, hardscape, planting, final walk-through.
Change orders: Add or take away work with a price. The customer approves it online and the budget updates.
Budget vs actual: The approved quote plus change orders, against receipts, crew hours at your cost rate, and materials used.
Daily logs: What got done, crew size, hours and weather, with photos.
Punch list: The last few things before handover, ticked off on site.
Gantt timeline: The phases laid out over the weeks they run.
Selections & allowances: The customer signs for the materials and finishes they picked, against the allowance.
Warranty claims & callbacks: Problems reported after handover, booked back in as visits.

Add-on: Service plans $19/mo

Service plans

Weekly mowing, monthly pest visits, a cleaning contract: set it up once and the visits and bills follow.

Schedules and bills itself: Recurring work that books its own visits and bills monthly or per visit. Bills are drafts until someone checks them.
Memberships: Member pricing, priority and renewal for the customers on a plan.
Per-event billing: For on-call plans like snow and storm clean-up: bill for each event, not by the month.

The customer portal: upcoming visits, quotes, invoices and a form to ask for more work.

The website booking form on a phone: name, phone, email, address and what they need. — The booking form for your website.

Add-on: Customer portal $19/mo

Customer portal & booking

No account for the customer to make. Each page opens from a link and shows only that customer's own things.

Customer portal: Upcoming visits, quotes and invoices in one place, plus a form to ask for more work.
Quote, invoice & change order links: Approve, decline, download a PDF or pay, from any phone.
Online self-scheduling: Customers book open time slots themselves.
Website booking form: Paste one line into your website. New enquiries land as work requests, with spam and flood protection built in.
Satisfaction ratings: One-tap satisfaction ratings after each job.
Google review requests: A text or email asking for a review a couple of hours after a job is done, at most once every 90 days per customer.

Leads by source and stage, with follow-ups and win rate by source.

Add-on: Sales pipeline & marketing $25/mo

Sales pipeline & marketing

Track enquiries from first call to signed quote, and see which sources actually bring in work.

Leads by source and stage: Every lead, where it came from and where it stands.
Follow-ups: Follow-up tasks on each lead, so nobody falls through the cracks.
Convert in one step: A won lead becomes a customer and a quote.
Email campaigns: Email campaigns to the customer groups you choose, with unsubscribe handled for you.
Source report: Win rate and revenue by lead source.

The Equipment page with maintenance due now for a skid steer and a dump truck. — Equipment, with maintenance due.

Add-ons: Inventory $19/mo, Equipment $12/mo, Purchasing $19/mo, Subcontractors $15/mo

Inventory, equipment, purchasing & subs

The rest of the business, each one a switch.

Inventory: Stock per yard and per truck. Receive, transfer and count. Materials used on a job are costed to it.
Equipment: Mowers, skid steers and trucks with maintenance due by days or engine hours. Crews log hours on what's assigned to them.
Purchasing: Vendors, purchase orders against a job or stock, receiving straight into inventory, and vendor bills, with the costs on the job.
Subcontractors: Other firms' people with their own limited login: only the jobs they're on, no customer list, no prices. Insurance expiry reminders.
Bid requests: Send a scope to several subs and compare their bids side by side.

Core, plus add-on: Payroll & commissions $19/mo

Time tracking & payroll

Hours come in from the phone, managers approve them, and payroll works out what's owed.

Time tracking: Clock in and out from the phone, against a job or not. Managers approve timesheets.
Payroll & commissions: Pay rates, overtime and commission rules.
Pay-period report: Ready to export to your payroll provider.

Add-on: Reports $15/mo

Reports

The numbers behind the work, from the work itself.

Job profit: What each job brought in against what it cost.
Labour: Hours per person per week.
Revenue: By month and by job type.
Crew productivity: Each crew's work, side by side.
CSV: Download any of them as CSV.

Where each person is while clocked in, their next stop, and who is nearest.

Add-on: Live crew map $15/mo

Live crew map

For the office: who's where right now, and who can get to an urgent job fastest.

Only while clocked in: Each person agrees first, and their phone shares where they are only while they're on the clock.
Next stop: Everyone on one map in the office, with where they're headed next.
Nearest person: The nearest person for urgent work.
Trail: The route someone took today. Locations are deleted after 30 days.

Add-on: Forms & inspections $12/mo

Forms & inspections

Safety checks, inspections and walk-throughs, the way you already do them on paper.

Build your own: Checklists with numbers, yes/no, choices, photos and signatures.
Filled in on the job: On the phone, attached to the job, signed on site.
Ready-made: The construction setup comes with a daily safety checklist and a final walk-through form ready to use.

Properties, their units, tenants and leases, and the jobs at each one.

Add-on: Property management $25/mo

Property management

For companies that manage buildings as well as work on them: commercial, residential, apartments, mixed-use, industrial, HOA and condo, and land.

Properties of every kind: Residential, apartments and multifamily, commercial, mixed use, industrial, HOA and condo, and land.
Units, tenants and leases: Each property's units (suites, spaces or lots), who's in them and on what lease.
Jobs at a property: The work done at each building, in the same jobs and schedule as everything else.
Deal calculator: “Is this property worth buying?” Cash flow, cap rate, cash-on-cash, DSCR and a verdict.

Property management in detail

Screenshots show a sample company, Cedar & Stone Landscaping; every name and address in them is made up.

Try it with your own jobs

Pick your trade, get its job types and checklists ready to go, and switch on only what you use.

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