Jobs

Payment schedule

Save an envelope made by hand

Only for an envelope the mint command did not save (docuseal.py send --work-order does it as it mints). Paste the block the export ended with, filled in from the paper that went to DocuSeal: the submission number and the draws exactly as the document writes them. Pasting the whole export works too. Nothing moves until that envelope is signed.

Add a sub by hand

For a price that came back outside the tool - by phone, email or text. Add as many as you have, then recommend one for work.

PDF, image, Word, text or CSV. 4 MB. It is filed against the job and the sub, and becomes Exhibit 1 on the work order.

What was sent

Send these links

One link per sub. Each opens straight to the scope and photos you chose, takes a price, and expires in 14 days. Nothing has been sent. Copy each one into an email or a text yourself.

These are shown once. Only their fingerprint is stored, so a link cannot be looked up later - if one is lost, send the request again to mint a fresh one.

Hire a trade

1. Who to ask

2. What they are pricing

3. When

4. Photos to send

Optional. A sub pricing a bathroom off words alone will price the risk, not the work.

5. Files to send

Optional. Test results, permits, a spec. If it changes how they price, send it.

Record a bid

PDF, image, Word, text or CSV. 4 MB. It is filed against the job and the sub, and shows under the price.

Record it as paid

A photo, a screenshot of the confirmation, or the PDF receipt. Optional, but it is the proof.

No money moves. This writes down a payment that already happened.

Book an inspection

Mark it booked

Nat is emailed that it is booked, and it comes up on his list with Pass and Fail.

How did it go

Required. Take a picture of the job card showing the inspector's mark and signature.

The permit

The number is how a city email finds this job. Once it is saved, any email already in the mailbox with that number is filed here.

A permit within 30 days of expiring is on Chris's list until its date is changed or it is marked final.

Payment request

Read it, edit it if you want, then Send. It goes to the client from info@, copied to info@, and marks the draw billed. Nothing leaves until you press Send.

Approve this work order

Approving sends it to the admin to raise the packet. It signs nothing, and no money moves: the work order is still unexecuted and every payment gate still stands. Sending it back releases the scope lines and puts the bid back so it can be recommended again with the right ones.

Edit the wording

This line came from an executed document. The contract's wording is kept and shown under the edit, so nothing is lost and the difference stays visible.

Changes the wording on this job only. It does not change the signed contract, and it does not change the price.

Flag & notes

A flag is separate from done. A line can be finished and still disputed.

Notes are added, never replaced. Yours goes under the last one with your name on it.

Saved on this job only. Nothing is sent to anyone.

New prospect

A job nobody has signed yet. Every line goes in as proposed work, so Nat can get it priced from the Bids tab. Nothing is sent to anyone.

Scope

Move to which trade?