Help every crew arrive prepared.
What you learn on a walkthrough usually lives in one person’s head. We put it on the job record, so nobody has to ring you to find it.
01Scope the workAt the walkthrough
Turn a walkthrough into a clear plan for the job.
You walk the property, take a few photos and say what you want done. We turn that into a draft scope your estimator checks and prices. What’s excluded, and what’s still a question, stays written down.
You can use this.
- Click a line of the note
- Switch draft or approved
Owner’s note
Priced from the measured area and your rates, never from a photo.
- Situation
One spoken note and three photos.
- Result for review
Driveway and patio proposed. The fence is out. The side path is still a question.
- Next step for your team
Your estimator measures and prices it before the customer sees it.
Photos don’t give you measurements, hidden damage or the right cleaning method. Someone still has to look.
Make the promised work clear before the crew arrives.
02Equip the crewOn the day
Give the crew the property’s context.
Your crew gets the approved job, the gate, the fence warning and last visit’s notes on their phone. When they ask something, the answer comes with the record behind it.
You can use this.
- Click a question
- Today’s work
- Driveway and rear patio
- Important
- Leave the painted fence alone
- Access
- Side gate
No. The side path isn’t in the approved estimate. Check with the office before doing extra work.
Approved estimate, 6 May · side-path request still unapproved- Situation
Your crew is on site and has a question.
- Result for review
Every answer shows where it came from. If the record doesn’t say, it goes to the office.
- Next step for your team
The office signs off any extra work.
Old notes and requests made on the day never change the approved job.
Keep routine job questions from depending on one person’s memory.
03Review the resultAfter the visit
Connect the evidence to the work promised.
Crew photos land on the task they belong to. Your supervisor sees straight away that the patio has a before shot and no after shot.
You can use this.
- Switch the work
- Take the next step
Rear patio: no after photo
- Situation
Photos and notes from the 14 May visit.
- Finding for review
The patio has a before photo and no after photo.
- Next step for your team
Ask the crew for the photo.
A missing photo doesn’t mean missing work, and a photo doesn’t prove the work was done well.
Make the handoff from crew to office to customer easier to follow.
04Plan the next visitBefore the next one
Carry the property’s history into the next visit.
The customer agreed to a visit every six months. When it’s due, we draft a day around it with nearby jobs. The office approves it before anything is booked.
You can use this.
- Click a stop
- 14 MayVisit done
- 20 MayEvery 6 months agreed
- Week of 9 NovNext visit due
Can these fit in one crew’s day?
- Agreed service
- Driveway and rear patio, every 6 months. Fence excluded.
- Previous visit
- 14 May, reviewed
- Access instructions
- Side gate
- Expected duration
- About 3 hours
- Already booked?No
- Plan paused or cancelled?No
- Customer confirmation needed?Yes
- Situation
Alder Lane is due the week of 9 November.
- Result for review
A draft day for one crew: three stops, with Cedar Court last.
- Next step for your team
The office approves it, then confirms with each customer.
Nothing here books a visit or messages a customer. Route grouping is something we’d test with you.
Make repeat service easier to organize and deliver.
How we start
Start with the handoff that causes the most friction.
Tell us which handoff keeps landing back on you. We map it with your team and test a fix on a handful of real jobs.
Good places to start
- 01
Walkthrough notes into draft estimates
- 02
Property briefings for your crews
- 03
Photo checks for one service
- 04
Repeat visits for one crew
We’ve built estimates, scheduling, job photos, payments and repeat visits before. The photo and routing parts we’d test with you.
What does your team keep having to explain twice?
Tell us which property details, crew questions or follow-ups keep coming back to you.
Talk through your service operation