Get the job ready before the crew arrives.
When a job is sold, everything production needs goes with it: measurements, colors, materials and notes. Material orders and deliveries are checked against the install date, and conflicts reach the production manager before the crew drives out.
- Lead
- Estimate
- Sold
- Production
- Paid
Most install-day problems start at the sale.
The rep knows the exact model and color. The office doesn’t. The supplier moved the delivery and nobody told the crew. The homeowner hears about the new date when the truck doesn’t show up.
None of it is hard. It just depends on someone remembering to pass it along.
Siding install
- Sold
- Materials
- Crew
- Ready
- Your teamJob sold and handed to production
- SystemMaterial order sent to the supplier
Delivery requested for Tuesday. Install set for Wednesday.
- SystemSupplier moved delivery to Thursday
That now lands after the install date.
- SystemConflict flagged to the production manager
Before the crew drove out to an empty driveway.
- Your teamInstall moved to Friday. Crew notified.
- SystemHomeowner told the new date
A sold job, ready to build.
- Builds the job packet from the signed contract
- Flags missing details to the rep before production sees the job
- Prepares the material order for your supplier
- Compares delivery and install dates, and flags conflicts
- Tells the crew and the homeowner when the schedule changes
- Keeps the status on the job record for the office to see
Done on site, invoiced the same day.
When the crew marks the job complete with photos, the final invoice can go out with any change orders attached, and payment follow-up starts on its own.
Questions about production
Does it order materials on its own?
We run production from a spreadsheet. Does that work?
Can crews use it from their phones?
Walk us through your last messy install.
Book a free 20-minute call. We will trace where the handoff broke and what would have caught it.