Dylan Lindeberg

Contractor Daily Project Hub

Sample Pools Co. - office view

What it needs to work

A working version would need the data below. These accounts and integrations are not connected in this demo.
FeatureData it would needHow it would be provided
JobsJob numbers, site addresses, scope, phase, and status.Would be typed in by the office.
Crew assignments by siteCrew roster, site assignments, dates, and crew leads.Would be typed in by the office.
InspectionsInspection type, requested and confirmed windows, contact, and result.Would be entered by hand where the town has no online feed; a linked feed would still need confirmation.
Milestone schedulePlanned dates, phases, and completion updates for each job.Would be typed in by the office.
JournalDated site notes, job number, and source tag.Would be typed or pasted in and reviewed before saving.
Action itemsTask, job, owner, due date, and completion status.Would be typed in or confirmed from a journal note.
CostJob budget, committed costs, and spending to date.Would need an accounting export imported by the office, or a linked accounting account.
FilesPlans, permits, and other job documents with access permissions.Would need a linked shared files folder.
6:00 AM text previewCrew lead mobile numbers, daily assignments, inspection windows, and action items.Would need an entered crew roster and a linked SMS account to send scheduled texts.