Today
Today is made for the phone: today's quote visits and jobs as cards. Use the arrows for the previous or next day, and Back to today. Every default role has it.
- People who see the whole schedule see everyone's visits and every crew's jobs. Everyone else sees their own visits and their own crew's jobs.
- A job card shows the crews and start time, status, customer and job number, address, scope and photo count. Prices show only to people who can see leads or invoices, never to crews.
Tap a card for the full breakdown. A job shows the address with Directions, the scope, the contact with Call, access notes, the crew and start time, notes, and the plant on the newest load ticket. A visit shows when and who, the address, the scope (or "Not sized yet"), the contact, access and notes, and Mark done if it is yours.
Site photos
Add photo opens the phone's camera. Photos are JPEG, PNG or HEIC, up to 15 MB, with a caption of up to 200 characters. The person who took a photo (or someone who sees the whole schedule) can edit the caption. The person who took it, or the owner, can remove it.
Quick task
Type "What needs doing", or tap the microphone on your phone's keyboard and say it. Pick when it is due (Today, Tomorrow, Next week or a date) and Add. It is due at the end of that day's working hours and is linked to the job or lead. Giving a task to someone else needs "See and assign everyone's tasks" or "Tier and route new leads".
My day
My day is where most people land. It shows:
- Bids due: bid invites and PlanHub leads with their due dates, soonest first, overdue flagged.
- Leads waiting on you: for the intake person, the queue with its clocks and Push. For estimators, their own leads in Estimating.
- Tasks: overdue, due today and coming up.
- Shared inbox: how many emails are still to sort, and the newest five.
- Emails that need my reply: the conversations you own that are on Needs reply, the longest waiting first, each opening the conversation. See The shared inbox.
- Quote appointments today: your own visits.
- End-of-day report, for the intake person.
Tasks
Tasks has My tasks and, for people who can see everyone's tasks, Everyone. Tasks are grouped as Overdue, Due today, Coming up and Recently done. New task lets you pick a due time: 1 or 4 business hours, 1 or 3 business days, or a week.
Many tasks are made by Automation: intake, time limits, estimates, follow-ups, the handoff, notices to owner and the inbox. See Time limits and reminders.