Streamline Your Job Sites

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  • Add New Projects
  • Project Cards on the dashboard. Keeps you focused on your active Projects. Change the Status of a job from Quote to In Progress to Completed by dragging and dropping a card into a category.
  • View Projects lets you see & alter the details of any Project.
  • Click the Open in Maps next to a site address to open the address in your GPS to make finding your way to a site easy.
  • Site Media button enables you to add site photos. Adding before and after photos is a fantastic way to record your Projects.
  • Project Schedules is a type of Gannt table enabling you to see, alter and track the progress of your active Projects.
  • Projects works in conjunction with Tasks, with the project being the shell and tasks being all the elements that make up the project.
  • Add new Clients, along with all their details to your database.
  • Click on a Client phone number to make a call to them when using the operating system on your mobile phone.
  • Click on a Client email address to open your default email service to send them an email.
  • You can link more than one Project to a Client.
  • Tasks database works in conjunction with Projects.
  • Assign Tasks to a Project, such as ‘Receive the deposit’ or ‘pick up materials’.
  • Use Project Schedules to view your tasks in a timeline. You can alter the start and end times you set for tasks.
  • View Tasks lets you drag and drop a Task from not started to in progress to completed.
  • Add before and after site photos.
  • Add photos of incidents related to a Project.
  • Add photos of receipts related to a Project.
  • Take notes attached to your Projects so you don’t have to try and remember or search for that small piece of paper.

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