Crews, schedule, materials, tasks, photos and change orders, through to Completed.
Who: Project managerOfficeCrewAll plans
Production is everything between the signature and the final walkthrough: crew, dates, materials, tasks, photos and any change in scope. The project manager runs it from the job page; the crew sees their part on their phones.
The production board
1Jobs shows every job by production stage, from Contract signed to Completed, with the count and value of each column.
Drag a card to move a job to its next stage, or open the job and change Job stage. The stages are Contract signed, Permit, Materials ordered, Materials delivered, Scheduled, In progress, Final inspection, Completed and Closed.
Plan the job
Plan the job · 14 s, no soundWho: Project manager1Assign a crew. Their foreman sees the job on their phone right away.2Set the start and end dates and a scope summary for the crew, then Save.
Materials and tasks
Materials and tasks · 9 s, no soundWho: Project managerOffice1Materials come from the option the homeowner chose. Mark each line Ordered, then Delivered.2The standard checklist is already on the job. Tick tasks off as they're done, or add your own.
Owners and admins set up the standard checklist in Settings → Job checklists.
Photos
Photos are grouped into before, during and after. The crew can add them from their phones.
Change orders
When the scope changes after signing, write a change order. The homeowners sign it the same way they signed the contract, and the contract value goes up (or down, for a credit) only once it's signed.
A change order · 13 s, no soundWho: Project managerSales rep1Found something extra once the old roof was off? Create a change order with a description and the amount.2Send gives you a signing link for the homeowners, just like the proposal.The homeowners sign the change · 9 s, no soundWho: Homeowner1The homeowners see the change, its price and the new contract total, and sign the same way they signed the contract.
What the crew sees
A crew member's account shows only the jobs assigned to their crew, and only what they need to do the work.
What the crew sees · 8 s, no soundWho: Crew
1The crew foreman sees only the jobs assigned to their crew.They get the address with Navigate, the dates, the scope, the materials, the tasks and photo upload. No prices, contract or billing.
Through to Completed
Through to Completed · 5 s, no soundWho: Project manager1Move the job along as work happens: In progress on install day, then Completed after the final walkthrough.
Completing the job adds it to the lead's timeline, opens the review request (chapter 14) and makes the rep's commission (if they have a plan).
