The work: schedule, field, and the folder

Scheduling and dispatch

1. Schedule from the calendar, from the job, or straight from quick capture. One calendar, with filters.
2. A stop-and-start job is many blocks on one piece of work, not many jobs.
3. Assign to a person, a crew or a sub. Dispatch answers who goes where, in what order, with an optional route order for the day.
4. Double booking warns but is allowed: two jobs on one street on one morning is a normal day.

Photos and the field record

• Photos from the field carry captions and file into areas, so the crew never touches the wrong wall.
• Every photo has its own client-visible switch. It starts on; switch off the ones that are yours alone.
• “Who was on site and when” is available once you switch it on, and the time clock is its own switch pair (see the employee portal guide).

Recurring service work, done properly

1. Create the job as a recurring service: one folder, one visit log, one billing stream. Not a folder per visit.
2. Name the log what you actually call it: Visits, Cuts, Treatments.
3. Set the visit cadence and the billing cadence separately. “Visit quarterly, bill monthly” is a real contract, and the two show as two lists because they do not line up.
4. A skipped visit is recorded with a reason, never silently absent. A moved visit keeps both dates, so the history shows it moved.
5. A rained-off week? Shift the whole remaining series in two taps without leaving the job.

Materials, costs, and the two profit numbers

1. Track materials per job: supplier, SKU, quantity, six statuses, running cost, and what is still to buy. Reusable material lists pull onto any job.
2. Record job costs: materials, labor, subs, equipment, permits, fuel, disposal.
3. Read profit two ways: against what you billed, and against what has actually arrived. Set an optional budget per job; a job with no budget is never nagged as “over budget”.