Planner, site records & opportunities

Your jobs across time, what happened on site, and the work worth quoting next.

  1. Read the Planner: your jobs and people across timeYour jobs and your people, laid out across time7 steps · starts on Project & Resource Gantt
  2. Spot a double booking and fix itCatch a double booking two weeks before it happens7 steps · starts on Project & Resource Gantt
  3. Log what you did before you leave the siteThirty seconds in the van, and the day is recorded6 steps · starts on Add work done
  4. Write today's day log on a jobA dated diary of the job you never have to remember11 steps · starts on Home
  5. Record the equipment at the siteNext year's phone call becomes a thirty-second lookup7 steps · starts on Add site record
  6. Work you already did, and could sell more of: OpportunitiesThe work you already spotted, still on your list9 steps · starts on Opportunities
  7. Inspect with a checklist and flag the issuesInspect from a sheet, and turn issues into quote lines9 steps · starts on Job page

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