Product tour
Watch a job move through the board.
Installation schedule
John
Customer job
$12,400.00The board
Twelve columns, in the three phases a job actually goes through.
A job opens in Estimate Current, first 5 days and moves right as the work gets real. Drag the card to change the stage. Nothing else has to be updated.
Appointments sit above the board with the open tasks, so a morning starts with what is booked and what is late instead of a column count.
Sales phase
- Estimate Current, first 5 days
- Estimate Sent
- Design Review
- Contract Out
Job readiness
- Signed / Deposit Pending
- Job Prep
- Fabrication
- Ready to Schedule
Execution phase
- Scheduled
- In Production
- Installed
- Final Payment Closed
These are the stages a staircase shop asked for. If yours runs differently, rename the columns or build a second board with your own phases and the jobs follow it.
Inside a job
Five tabs, and that is the whole job.
Open a card from the board, the customer, or the calendar and it is the same record. No second system to keep in sync, and no folder on someone's desktop.
- Overview
- Recent activity as the job changes stages, the open tasks with the job card number, the next appointment with its address, and where the lead came from.
- Schedule
- Every visit on the calendar: installer, dates, how many days, and crew notes. A job can be split across return visits without losing the first one.
- Payments
Job total,Paid to date,Balance due, the milestone list, and change orders. Marking a milestone paid updates all three.- Files
- Photos, PDFs, estimates, and signed contracts dropped straight on the job. Site photos stop living in a phone camera roll.
- Notes
- Notes, tasks, and appointments on one timeline, so the reason a job stalled is written on the job.
Install calendar
The bench, then a lane for each installer.
Jobs in Signed / Deposit Pending, Job Prep, Fabrication, and Ready to Schedule collect on the bench until someone books them. Nothing waiting on a date gets lost, because the bench is the list.
Each day is split into installer lanes, so you read a week by crew instead of by job. Book a job in groups: one installer and one date range per group, which covers two crews on one house or a return visit three weeks out.
- Booking a job
- Click a bench card, pick the installer and the dates, set the color, save. The job moves to Scheduled on the board on its own.
- Reading a day
- Every chip is
job | installerin the lane for that installer, with all-day ranges spanning the days they are out. - On the wall
- The calendar runs in a TV mode for the shop, and a shop login sees the board and the schedule with amounts and files behind a PIN.
Money
Deposit, milestones, change orders, balance.
Every job starts on the split most contracts use: Deposit at 40 percent, Final Balance at 60. Replace it with as many milestones as the contract needs, to the penny.
- Change orders
- Bill one inside the payment schedule or add it to the final balance. The job header keeps base contract and change orders on separate lines so the original number stays readable.
- Getting paid
- Mark a milestone paid on the job and it lands on the dashboard the same day, with the date it was entered next to the date it was marked.
- Estimates and deposits
- Numbered estimates, deposits, the register, and every payment schedule live in a Finance Hub that only the owner sees.
Everything else
The rest of the shop is in here too.
This is not a pipeline with a calendar bolted on. It is the software a shop logs into all day, so the parts nobody demos are built too.
- Dashboard
- Active jobs, pipeline value, contracted against potential, pending tasks, and what is booked next.
- Customers
- Several phone numbers and emails, addresses flagged primary or job site, and every job they have ever had.
- Projects and tasks
- Tasks tied to a job or standing on their own, with a weekly log of what got closed.
- Messages
- Texts to customers and crew, scheduled ahead or sent now, with the replies in the same thread.
- Take off sheet
- Build the takeoff on the job and keep the sheet attached to it instead of in a spreadsheet.
- Payroll and timesheets
- Hours by employee, including badge scans from a reader in the shop.
- Vendors and bills
- Who you buy from and what is owed, next to the jobs the material went to.
- Commission logs
- What is owed to salesmen per job, and what has already been paid out.
- Archive
- Dead estimates, closed-out jobs, and completed work stay searchable without crowding the board.
- Logins
- Owner, admin, sales, installer, and shop-floor roles, each seeing only what that job needs.
Where it came from
Built inside a shop, not around one.
Liminnality runs the day to day at San Clemente Woodworking: estimates going out, deposits coming in, installers getting booked, staircases going in. It was written against that work, a piece at a time, by the person doing it.
That is why a column is called Estimate Current, first 5 days and another is called Fabrication. Nothing here was invented to fill out a feature list.
Bring your stages and your crew.
Tell us how your shop runs and we will put your stages on the board, your installers in the lanes, and show you the parts that do not fit yet.
Book a walkthrough