Every board shows a stage of your reality: the requests coming in, the quotes, production, the finished work. And every card is a project file that carries its whole history.
Leads, Projects, Production, Done... Add as many boards and columns as the way you work calls for, and view each one as cards or as a list.
30 fields available: drag what matters onto the card (amount sold, project manager, label...), rename, reorder. Every board shows what speaks to YOU.
Real cost, punched hours, material pulled: the numbers live on the cards and in the file, as it happens.
The client, the address, stage tracking, tasks, documents, history and the call log: one page per project, nothing scattered.
What gets asked when a new client file is created is set field by field: the questions, their order, their possible answers.
Who sees and edits what, role by role. Your employee sees their work, not your margins.
The boards, the columns, the fields placed on each card: it all gets composed in the admin, without code. You drag, you rename, you reorder. And your team sees the board in YOUR words.
Punched hours and material pulled land on the project file. The real cost is written while the board moves forward: not in a spreadsheet, after the fact.
Above the boards lives a specialized tool: the workflow. We build your tracking stages with you, then it puts them to work: the file moves from stage to stage, and at each stage, emails can go out automatically to your client, written in your words, from your templates.
The stages, the boards they cross, the emails sent, who sees what: it all gets set in the admin, without a line of code.
No account, no email to hand over. The data is fictional and stays in your browser: you cannot break anything.