CONSTRUCTOPS

Builder / renovation workspace

Set the building stage, contract references and site instructions for progress records.

01

Work records for Builder / renovation

Start with Builder site progress record. Configure company defaults under Trade settings and keep actual job observations and sign-offs separate.

  • Building type
  • Building stage
  • Contract / specification reference
  • Site access and coordination instructions
02

Modules for your work

These modules are recommended for this occupation. The selected subscription package lists which modules are included; roles and project assignments still control each person’s access.

  • Projects
  • To-Dos
  • Scheduling
  • Daily Logs
  • Punchlists
  • Permits
  • Inspections
  • Service Tickets
  • Work Orders
  • Opportunities
  • Communication History
  • Customers
  • Leads Manager
  • Estimates
  • Cost Database
03

Company package and pricing

Choose an industry on pricing to review the published package price and included modules. Reduced-module packages use their own lower monthly and annual rates when published by the SaaS operator. Existing accepted packages keep their saved inclusions.

  • New company setup retains your selected industry.
  • Custom forms remain linked to their project or workflow.
  • Existing signed records are preserved.
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Related workflows

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