Less chasing. More building.

Sign in with your approved company account and confirm you are working with the correct company’s jobs before importing a schedule.

1. Sign in and confirm the lots belong to your company.
2. Ask the administrator for separate company access before inviting another builder to add their own data.

1. Add individual locations or expand Paste a location list.
2. When adding or editing a lot, choose its job type. A townhome unit remains a Townhome lot even when shown alone.
3. Upload or paste all Lot number, Building name and Address rows in Jobs & addresses. Review the preview, then choose Import & save all addresses; building choices are created automatically.
4. Choose Save & next in guided setup, or Save changes in the setup menu. Check a few addresses.

1. Search for a scope, enter its manager and edit its Order number.
2. Clear and change several numbers before saving; organization happens when you save.
3. Edit Text name to choose the wording shown in texts. Place your cursor inside the existing wording and delete or replace just the words you want. For example, Underground Electrical/Lateral can become Electrical/Lateral. Clear it to use the imported scope name; (Reporting) is removed from messages.
4. For the whole crew, upload an Excel file or paste Order, Scope and Manager, or Scope and Trade columns in Add all trades, names & scopes. FunnelPhase fills the Order column and suggests matching names from your saved contacts. Choose Save as shown, or Edit first and Save changes. Manager and company names can stay blank for later; different managers for one scope no longer block the import. Order belongs to the scope, not the manager.

1. Enable Available for TradeLot corrections for work that needs correction photos.
2. Use Add superintendent scope for work you handle yourself, such as adjusting a door.
3. Assign your own name so your work can have its own photos and texts.

1. Give short job names a readable heading, such as JOB 28 - 5 Plex.
2. Add optional permit numbers and building notes.
3. Save changes and check the job heading in Messages.

In Follow-up links, choose a triggering scope and up to two later scopes. Messages include the same job’s dated follow-up even when it has a different manager or falls outside the look-ahead window.

1. Choose the source scope, then search for the follow-up scope and select Add link.
2. Save changes. Already linked scopes are excluded from the picker.
3. Ensure the follow-up has a dated schedule row for the same job. It can belong to a different manager; a link cannot invent an installation date.
4. For example, link HVAC Rough to 4-way Inspection. When HVAC Rough matches the selected tab, its message includes that job’s scheduled inspection date, even beyond the look-ahead range. Save and return to Messages; reset saved custom wording to automatic if necessary.

Text & email stores delivery preferences. People & access controls manager access and each trade’s view. Automatic delivery is not active on this installation yet.

1. Save a name and phone, email or both, and select the preferred delivery methods.
2. Read the delivery status before relying on automatic notices. Contacts alone do not send messages.
3. In Team access, assign each signed-in trade its scope and preview the trade view. Site sharing permissions are managed separately by the administrator.

Open Schedule → Paste schedule. Replacing a schedule replaces its rows, while shared locations and assignments remain available.

1. For Excel, put all jobs and schedule items on one worksheet and upload the complete schedule at once. The labeled Job (or Lot), Scope, Start and Finish columns can be in any order, and rows do not need sorting. Include both dates for every row, even one-day work.
2. For pictures, choose Upload schedule pictures, select up to six images, and set the year if it is not printed. Review the extracted jobs, scopes and dates, correct highlighted rows, then choose Use reviewed rows. Review the table and choose Replace and save schedule.
3. Check the saved row count, active work, a few dates and manager assignments.

1. In List, search for a job, lot, scope or manager to find work from the imported Excel schedule. Tap a compact row to open its editor. On phones, one row opens at a time.
2. Click Order for Lowest to highest or Highest to lowest. Click Job/Lot, Scope or Manager for A–Z or Z–A, or Dates for start/finish sorting. Schedule column sorting does not change message date ordering.
3. Choose Calendar, then 1 month, 2 weeks, 1 week or 2 days. The two-day calendar shows tomorrow and the next day.
4. Today is highlighted; weekends are narrowed and muted. Managers keep consistent colors.
5. Use Finish date, Start date, Job, Scope or Manager sorting, and print the selected view.

Tabs run left to right: 2 Weeks, 1wk / 2d Alerts, 1 Month and All. Alerts gives each trade one text for today’s due 2 Day and 1 Week notices, with separate sections. Short notices use the source task’s Start date; explicit same-job follow-ups accompany matching work.

1. Message tabs run left to right: 2 Weeks, 1wk / 2d Alerts, 1 Month and All. Alerts lists trades with both notices first, then 2 Day only, then 1 Week only. All shows all imported work, across every date.
2. Choose 1mo or 2wks for upcoming and currently active work; dated follow-ups can appear beyond that range.
3. 1 Week out (Reminder) includes work starting seven calendar days out.
4. 2 Days out (Confirmation) includes work whose start is two working days away, skipping weekends and configured holidays. Finish dates do not trigger extra notices.
5. Explicit follow-up links use that same job’s actual schedule dates across all tabs. In short-notice tabs, the source task must match the notice day; a follow-up alone does not trigger a reminder.

1. Select a manager from the scrollable list and check every job and date. Phones show about three managers at a time; scroll inside that smaller box for the rest.
2. Within each message, the job with the soonest start date comes first, with its own items ordered by start date. Each job stays together. If jobs start on the same day, compare their last item’s start date; the sooner one comes first. If those dates also tie, use job letter or number: J before K, Lot 2 before Lot 10.
3. Open Note for all messages today, enter a greeting or notice, and choose Save note. It appears at the very bottom of all manager texts, including copied and printed texts across every tab. It starts blank tomorrow. Clear note removes today’s note.
4. Use Copy message, Print this text or Print all texts. Paste copied text in your normal messaging or email app; copying does not send it.
5. If you edit wording, save your changes. Use Reset to automatic when you want current schedule-generated wording again. Saved custom wording does not automatically follow later date changes.

1. Open Scheduling → Lots & addresses and find the building or lot you need.
2. Choose Building addresses picture for all units or Address picture for one lot. Preview the card, then Download picture or Share picture.
3. The picture uses saved addresses and the selected job type. Copy lot address remains available when you need plain text.

1. Open Field Walk → Voice Walk, then choose the job and upload a photo.
2. Allow microphone access, record a short description such as “Kitchen: straighten the light,” and review the suggested scope.
3. Check the description and Fix by date, then choose Save & next. That saves the item on this device and prepares the next upload without opening the camera automatically.

Save & next protects drafts on this device. Finish inspection & save list uploads them and opens the inspection report and trade texts.

1. Reconnect to reliable service before finishing. Keep this device’s browser data until the upload succeeds.
2. Select Finish inspection & save list and wait for the funnel. If a connection fails, keep the drafts and retry.
3. Open the report and check the saved photos and texts. Device drafts are available for retry; this website is not yet a full offline app.

1. Choose up to 40 photos. For Trade Walk, choose the scope first.
2. Arrange a clear lot-card picture before that lot’s corrections, then the next lot card.
3. Wait for analysis. Review dividers, lot, scope and description for every correction; fix items needing attention before posting.

1. Open the job or building and choose its trade texts. Check the lot headings and grouped Fix-by dates.
2. Copy or print the text. Photo-only items are summarized instead of repeating the same caption.
3. Prepare the correction pictures for that trade; lot divider pictures keep the building’s photos in the text’s order. Share or download the prepared files, then attach them yourself.

Open work needs fixing; Under review means the trade submitted completion; Closed means the manager accepted or completed it.

1. The trade opens an item and adds a completion note or fixed photo.
2. The manager reviews the submission and closes it, or returns it for more work.
3. Use filters to inspect unfinished, submitted and closed work.

1. Choose the completion action for the item, selected job or inspection.
2. Write how it was completed. The saved history includes the note, author and completion time.
3. Existing completion notes and photos stay available when the remaining items are completed.

1. Open Saved inspections and select the report.
2. Check its photos, notes, completion history and prepared texts.
3. Use Delete inspection only when the list and its photos should be removed. Use Complete to preserve a finished job’s records.