Running a job, start to finish
All six chapters back to back — the call comes in, you look at it, get it signed, put crews on it, do the work, close it out.
New here? Watch these in order. Every step is shown on the phone screen, with captions on screen so you can follow along with the sound off.
All six chapters back to back — the call comes in, you look at it, get it signed, put crews on it, do the work, close it out.
Open 365 Intake, take the name, phone and address, pick what happened, save.
Scope the rooms, photograph before you touch anything, take your readings.
365 W-A, pick the customer, they sign on your phone, a copy is emailed out.
Book it on the calendar, build the work order, assign the crew or subcontractor.
Say you arrived, photos every day, drying readings, tear-out log, receipts.
Punch list, warranty certificate, invoice and payment, then close the job.
For new crew and subcontractors: save the app to your phone, sign in with your PIN, accept a job, get directions, take photos and send in receipts.
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