June 15 – June 21, 2026 · the actual dated occurrences (appearances) of jobs & tasks
Job appearanceTask (internal)Drag any card to reschedule the appearance.
All — every visit. Still to handle — Scheduled, In Progress, Completed or Verified: the work still on your plate. Not billed — Billed or Closed: nothing left to do on it (the name is about the visit's stage, not literally "hasn't been billed"). Anything In Progress or Overdue always stays in "Still to handle" even if the job row was billed/closed earlier.
How a visit moves:Scheduled → In Progress (the crew clocked in) → Completed (every to-do ticked / clocked out) → Verified (you checked it) → Billed → Closed. A visit leaves “Still to handle” only when you mark it Billed or Closed, and moves into “Not billed” — finishing the work in the field never removes it by itself.
Work / Chat
Chat
Message any employee directly, or talk on a job / project thread — synced live with the field app.
Pick a conversation on the left — or search for a person to message.
Work / Jobs
Jobs
Client work at a site — one-time or recurring, optionally under a project.
Internal company to-dos — NOT client work. Dock a machine, buy toner, run an errand. Each has its own assignee & schedule.
6 internal tasks
Work / Pick Up Supplies
Pick Up Supplies
The outstanding pickup queue — a completed pickup moves to the archive below.
0 outstanding
Archive0 completed
Work / Equipment
Outside Machinery
Every dehumidifier, blower and fan that's out — where it is now, where it came from, and when to pick it up.
0 drop-offs
Work / Warehouse
Warehouse
Where machines & supplies are kept, and how many you own — so you can see what's in stock vs out on jobs.
Directory / Groups
Groups
A named set of employees you can assign work to at once. Everyone in the group sees it on their schedule.
Directory / Employees
Employees
Everyone who delivers the work — with their groups (steady / night / post-construction).
Click a column to sort
Setup / Templates
Templates
Reusable templates so the office doesn't retype. "This site always has these projects → these jobs → these to-dos."
Reusable checklists of to-dos
Pre-built jobs with their to-dos & category
Pre-built projects = a set of jobs
Pre-built apartment/section layouts with their to-dos
Multi-section inspection / maintenance checklists — sections (Front, floors, staircases, roof…) each with their items. Apply one to a job to build all its sections & to-dos at once.
Work / Requests
Requests
Inbound tickets submitted by clients from the app. Convert one into a Job.
Time change requests
from the field app
Submitted by clients · 5 pending
Work / Clock-ins
Clock-ins
Every clock-in and clock-out from the field — live, filterable, exportable.
to0 records
Hours by employee
for the filtered range
Work / Proposals
Proposals
Build a professional proposal from a template, send it to a client, and track approval.
The default multi-pass passes for post-construction
Services
The service list used on proposals
Templates
To-do / job / project / apartment templates
Users & Roles
Who can sign in, and what each person can see & do
Office phone
The number the app's "Call the office" button dials
Billing
Which schedule categories are billable — contract work stays off the "Not billed" list
Client portal
Tick a schedule category to show it as its own group to clients on the portal (e.g. Night). Unticked categories stay in the plain One-time / Steady split. Applies to every client.