The Production Side, All in One Jacket.
Every job has a jacket. Every jacket has the daily report, the pullsheet, the permits, the RFIs, the submittals, the change orders, and the photos. Field crews, the office, and the customer all looking at the same record at the same time.
The Whole Job in One Folder.
A jacket holds the contract, the materials, the permits, the photos, the change orders, and the daily reports. Open the jacket and the project is right there. No tab juggling, no “which Dropbox folder”, no chasing the office for the latest scope.
- Contract, scope, and signed estimate on the cover page
- Materials list and pullsheet for the job
- Permits, RFIs, submittals, and change orders all attached
- Daily reports and photos timestamped to the jacket
- Customer signature on completion
JOB-882 · Phase 1 Install Active
The Field Reports Itself.
Crews log the day from a phone. Hours, materials used, photos, weather, and notes. The office sees the report the second it submits. Work orders dispatch with the same data flow.
- Daily reports filed from the truck, not the laptop
- Hours and material usage tied to the cost code
- Weather and downtime captured automatically
- Work orders dispatch with materials and address pre-filled
- Repairs and service calls flow into the same queue
Daily Report · Crew A Today
The Crew Knows Exactly What to Load.
Pullsheets generate from the estimate, by service, with the right material picks. Each service template pulls its own materials and quantities so the office stops guessing what to load on the truck.
- One pullsheet per accepted estimate
- Materials, quantities, and SKUs for the service
- Customer-specific items where applicable
- Hardware and consumables included
- Material counts roll back to inventory
Pullsheet · PUL-441 Released
Documentation That Travels With the Job.
Every RFI, every submittal, every permit attaches to the jacket and stays with the job for the life of the project. The contracting officer, the homeowner, and the GC all see the same artifact.
- RFI request, response, and timestamp on the jacket
- Submittals tracked with status and reviewer notes
- Permit issued, expiration, and inspection scheduled
- Service agreements and warranty terms in the jacket
- Searchable across every project
Documents · JOB-882 Active
Scope Creep Becomes Revenue.
Customer wants an add-on. Crew finds an unexpected condition on site. The office adds it as a change order, the customer signs from a phone, and it hits the invoice. No “I thought that was included” arguments.
- Add line items mid-job
- Customer e-signs the change order online
- Materials roll into the pullsheet
- Final invoice includes original scope plus changes
- Audit trail shows who, what, when
CO-204 · Add Scope Sent
Production, Answered.
Do daily reports work without service in the field?
Yes. The mobile experience caches the day and lets crews log time, materials, and photos when service is spotty. Updates sync the moment the device is back online.
Can pullsheets generate automatically from an estimate?
Yes. When an estimate converts to a job the pullsheet generates in the right format for the service. The office can edit before release if anything is off.
Do change orders affect commissions?
Yes. The change order rolls into the same job total and the commission engine recalculates against the agreed split. Sales sees the updated commission on their dashboard the next morning.
Can we attach photos and PDFs to a jacket?
Yes. Photos from the field, signed PDFs from the customer, and uploaded documents from the office all attach to the jacket and stay with the job permanently.
Does this work for general contractors and not just specialty trades?
Yes. The jacket model is the same. GCs typically use scope items, RFIs, submittals, and change orders heavily. Specialty teams typically lean on pullsheets and daily reports. Both fit the same data model.