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
Never miss a lead
The job request that comes in at 9pm on a Saturday still gets caught. If a drafted reply sits unapproved too long, Patti nudges the whole team — and your best customers can be marked VIP so they always reach you, even during quiet hours.
One office inbox, no crossed wires
A shared info@ becomes a real team inbox: claim an email so two people never quote the same job, reassign it when someone’s on site all day. Watching extra addresses on your domain is included, free.
Watch an emailed problem become a job card in seconds.
Fifteen minutes, on a demo system set up like a working trades outfit.