Every job on its own calendar. The homeowner sees it. The subs see their days.
A kitchen, a bath, an addition, a new build. Each job gets a calendar the homeowner can see, so they know when the crew is coming and when the counters go in. Your electrician and plumber see the days they are on the job and nothing else.
Client kinds: Remodel, Repair, New build, Addition. Every step counts from the start date.
The homeowner and their family. Your subs and suppliers.
The family sees the whole job calendar and can add to it if you let them. Each sub sees only the days they are part of, on every job you put them on.
The Remodel checklist, counting from the start date.
Apply it to a client and every step lands on that client with a date worked out from the start date. Tick them off as you go, skip the ones this client doesn't need, and send any step to your own My Work when you want it on your shelves.
- Add a step for one client and the app asks whether to add it to the checklist for next time
- Change the days on any step; the "around" date follows
- Change the days to match how you work, add your own steps, or paste in the schedule you already give customers.
Three things that stop being a problem.
The start date slips a week
Move it once. Permits, long-lead orders, the subs' days, the inspection and the walkthrough all move with it, and the homeowner sees the new plan.
The homeowner calls to ask when the tile guy is coming
Their family sees the job calendar. The tile day is on it. So is the day the water is off.
Four jobs, three subs, one week
Your Clients page shows every job with its next step. Each sub, added as a vendor, sees their days across every job you have them on.
They keep the calendar. You keep your records.
When the job is done, the family can keep the calendar on a free account of their own, with the warranty walk-through and next year's service dates already on it.
The Entrepreneur plan.
Five days free. Unlimited clients, a calendar for each, their family and your vendors on it, and your whole team, no limits. Outlook and Google sync, reminders and Daily To Do's come with every plan.
Entrepreneur
5 days free
- Unlimited clients
- A calendar per client
- Client family, guests and vendors
- Checklists and Client Work
- Your whole team, no limits
Also built for: Real estate Event planners Photographers Coaches and tutors
Put every client's year where they can see it.
Coming soon. Five days free for Entrepreneurs.