Resources
Practical guides for the work ahead.
Plan clearer handoffs, build consistent workflows, and give your team a useful starting point. Every guide includes a checklist and an editable template.
Project Vision · Field documentation
Jobsite photo documentation checklist for contractors
A practical Before, Progress and After photo checklist, with tagging, project context and a reusable field documentation template.
Guide + templateBill Vision · Expenses and receipts
A contractor receipt and expense approval workflow
Organize receipt capture, review, work associations, manager decisions and exports with a reusable contractor expense checklist.
Guide + templateConnected workflow · Production
Sales-to-production handoff checklist for contractors
Carry approved scope, selections, measurements, documentation, materials and payment checkpoints into a clear contractor production handoff.
Guide + templateRoof Reports · Estimating
Roof report workflow guide: measurement to production
Use roof report context throughout estimating, proposal scope, material planning and job handoff, with a reusable measurement review checklist.
Guide + templateProposals · Customer approval
Contractor proposal workflow checklist
Prepare clear scope, package options, approval steps and deposit handoffs with a practical contractor proposal checklist.
Guide + templateCRM · Team onboarding
Contractor CRM rollout plan for your team
Set up lead stages, ownership, follow-up and handoffs with a practical contractor CRM rollout plan and first-week checklist.
Guide + template