Every job, every phase, and what still has to be ordered.
For remodelers, builders, plumbers, electricians, HVAC, and handymen: Patti turns the emails into job cards, keeps the phases moving, and chases the money — while you’re on the roof, not at the desk.
🧰 Job requests become job cards — nothing retyped
A customer emails “basement toilet leaking, here are photos.” A job card appears with the address, the problem, how urgent it is — and what the photos showed. You never copy details out of an email again.
- Address, problem, and urgency pulled from the email
- Patti describes what’s in the customer’s photos
- The reply to the customer is drafted at the same time
🏗️ Phases your way, materials tied to each one
The board’s columns are your phases — Foundation → Framing → Rough-in → Drywall → Finish → Punch list, or however you run jobs. Each phase lists what it needs, when it must be ordered, and from which supplier, with a status you just click: needed → ordered → delivered.
- Patti warns before an order date slips: “🔴 ORDER NOW: roof trusses for framing”
- No more discovering the missing materials on install day
📋 The Monday-morning board
Every job, its current phase, how long it’s been sitting there, and everything still unbought — on one screen, and printable for the shop wall.
🚚 A day sheet for the truck
Today’s jobs with customer, address, phone, and notes — printed and on the seat before the first coffee’s gone.
💵 Chasers that make money
The quiet leaks in a trades business are quotes nobody answered and invoices nobody paid. Patti watches them for you — and every message she drafts waits for a human to approve it.
- Quotes gone quiet get a friendly follow-up drafted
- Unpaid invoices get polite reminders that stop after the number you set
- Finished jobs get an anniversary check-in — “it’s been a year since we replaced your water heater”
- Each chaser is a switch: your business turns on only what fits
Watch an emailed problem become a job card in seconds.
Fifteen minutes, on a demo system set up like a working trades outfit.