Custom Trade Workflows

Live Job Cost

Takes about two minutes

See if we can work with your data

You're already on our list, so we won't re-ask who you are. We just need to know what we'd be working with.

2 What do you find yourself looking up most?

Pick any that ring true.

A person or crew — what they're on, what it's worth A job or project — status, cost, margin A client — history, spend, open work A vendor or supplier — what we buy, what we owe Money — invoicing, receivables, profitability Hours — who worked what, where it went Equipment or materials

3 What's the question you wish you could just ask?

Plain English, exactly how you'd say it out loud. This one tells us the most.

4 Who needs the answers?

Owner / principal Project managers Office manager / admin Field leads / foremen Accounting / bookkeeping

5 Are you on Microsoft 365?

It's how the assistant runs inside your own environment, and how people sign in.

Yes No — we're on Google No — something else Not sure

6 Where should we reply?

Anything else we should know? optional