Crew ticks the work off from a phone

The crew ticks the same checkpoints the office does, from a link on their phone, and it means exactly the same thing.

The operating system for post-frame and barndominium builders.

Part of Project Command
What it is

A link, nothing to install. No account to create, no password to reset. It shows the checklist for the stage the man is clocked into, on the jobs he has accepted. A tick from the field runs down the same path as one from the desk, and finishing the last one sends the customer the same email. Ticking is one-way — undoing it stays in the office. We build for post-frame crews and nobody else — no plumbers, no remodelers — so the list is the job's own stages, and a concrete crew sees only its pour.

Also called: crew app · field checklist · mark it done on site · no login for crew

See it, piece by piece
02

Nobody picks the job. The clock already said which one.

The phone never sends a project or a stage. The tick lands on the stage the man is clocked into, worked out on the server from his open shift on the punch clock. Tap before clocking in and it answers "Clock in first, so we know which job."

Crew portal — Which job are you on?
Marlin Zook
Which job are you on?
Wenger 40×60 Shop
Stage 3 of 7 · Framing
Stoltzfus Equipment Storage
Stage 2 of 6 · Site prep
Beiler Barndominium
Stage 5 of 9 · Roof steel
Cancel
Two accepted assignments, so he is asked once — at the clock, not at the checklist. Real screen · sample data.
Without it

Two builds on the go with the same six stage names on both, and Tuesday's slab gets ticked off against the wrong building.

Why we built it

A man on his second job of the day can't tick the first job's list by mistake. Because the stage comes from his open shift rather than from anything the phone says, wrong-job ticks — honest or otherwise — simply can't happen.

03

Only the men going on the job get its list

Try it

On an in-house crew the office ticks who's going from the project header. Each man gets his field link by text and email and taps Accept job, and the job — with its checklist — reaches his phone once he has accepted his place on it. The header keeps count: Crew A all 4 accepted · Concrete Crew 1 of 2 accepted. A subcontractor crew's lead signs the acceptance agreement instead.

Crews on this job
Hostetler Equipment Shed
Post-FrameCrews:Crew Aall 4 acceptedConcrete Crew1 of 2 accepted+ Add crewDale Hostetler
Crew
Concrete Crew on this job

Tick who’s going. Each person gets a text and an email with their field link, plus a phone alert if they use the app, and has to tap Accept job. You’ll be told each time someone accepts.

Close
The project header — Concrete Crew 1 of 2 accepted, with Ty Raber still to answer and a Remind beside him. Real screen · sample data.
Without it

Every job's checklist sits on every phone, a man on the other site ticks Tuesday's slab here by mistake, and nobody can say who was supposed to be on it.

Why we built it

The men actually on the job are the ones ticking it, and the office can see who hasn't said yes yet. Three men on one job and three on another each see only their own list, and Remind nudges the one who hasn't answered instead of somebody ringing round.

Sound familiar?“crew won't use anything that needs a login”
04

A concrete crew sees only the concrete stage

Set a crew to Concrete on its card on the Team page and its field app shows jobs, not stages. Each man clocks onto the job's concrete stage, whatever stage the job as a whole has reached, so his hours, photos and ticks land on the pour he is actually doing. A framing crew still sees every stage of the job.

Without it

The concrete crew opens the job, lands on Post Set because that is where the build has got to, and ticks the slab off against the framing stage.

Why we built it

Concrete men never need to scroll past framing, siding and the final payment to find their list, so they don't. Their ticks and hours landing on the concrete stage by themselves gives the office a clean record of the pour — and a crew paid by the job sees exactly the job it is paid for.

05

A box ticked in the field is the same box the office ticks

Try it

The crew's tick runs through the one function the office's schedule has always written through — not a copy of it, not a crew-shaped version of it. Where the progress was recorded is not a difference the rest of the system can see. Where the list itself comes from is stage checkpoints.

Crew checklist mirror
Siding / Roofing
Ticking only goes forward. If something got closed too early, the office reopens it.
The office's list and the crew's list are one list, read twice. Real screen · sample data.
Without it

The crew app says the stage is finished, the schedule says it is not, and somebody has to open both to work out which one to believe.

Why we built it

The office never has to ask which screen to believe. The crew's tick runs through the exact routine the office's ticks do — board rules and customer message included — so the field and the desk can't drift apart.

06

Every tick is silent except the last one

Ticking is one tap with no confirmation — the office ticks these all day and so should he. The last open box is routed somewhere else: a screen that names the stage and says plainly that the office gets told and the customer sees it complete on their page.

Crew portal — finish a stage
That’s the last one on Framing.
Ticking Roof steel on finishes Framing. The office gets told, and the customer sees the stage complete on their page.
Yes — Framing is done
Not yet
The confirm screen, and the only tick that gets one. Real screen · sample data.
Without it

A man clearing the list at the end of the day taps one box further than the work actually went, and the customer's phone tells them the framing is finished.

Why we built it

A crew lead clears a list fast all day, so only the tick that leaves the building asks him to stop. One confirmation, on the last box, keeps his thumb from learning to dismiss it — and keeps a mis-tap from telling a customer the framing is done.

Sound familiar?“I find out what got done at the end of the week”
07

The crew can say a thing is done; undoing it stays in the office

Try it

There is no untick on the phone. A box already ticked is not tappable and the screen carries no control to reverse it. If something was closed too early, the office reopens it — which clears the completion, the name against it and the parent stage, and writes a reopened entry into the log.

Marking work complete
Marking work complete

Who can tick checkpoints off from a crew’s field link. Finishing a stage tells the office and shows the customer that stage complete on their page, so this starts with crew leaders only.

Ticked rows are settled — no control on the screen takes one back. Real screen · sample data.
Without it

Someone unticks a box to fix a mis-tap, the customer watches the stage go from finished back to open on their dashboard, and rings to ask what went wrong.

Why we built it

The customer never watches a finished stage flip back to open because of a mis-tap. The last tick emails them and no phone can un-send that, so a mistake is a call to the office, which reopens it properly and logs it.

08

By default only crew leaders can mark work complete

Every man with a link can clock in, shoot photos and report a blocker. Marking work complete is crew leaders only until you say otherwise, and one switch opens it to the whole crew. Crew Leader is one of the five construction roles, so nobody has to invent a new one for this.

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Admin
Based on Admin·40/40 permissions
Sales Manager
Based on Sales Manager·23/40 permissions
Sales Rep
Based on Sales Rep·14/40 permissions
Project Manager
Based on Project Manager·31/40 permissions
Crew Leader
Based on Crew Leader·15/40 permissions
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What each role may do — Crew Leader is the one carrying completion. Real screen · sample data.
Without it

The newest man on the crew closes the stage on his second day, and the customer gets a completion email for work that has another day left in it.

Why we built it

The owner decides who can finish a stage, because finishing one emails the customer and moves the board. Crew leaders hold it by default and one switch opens it to the whole crew; a man without it gets no checklist at all rather than a greyed-out one he might think he used.

09

The field list shows exactly what the office list shows

The crew screen reads the same rows the schedule reads, so the two lists cannot argue. A checkpoint the office marked not applicable shows struck through, with "Not needed on this job" under it, and will not take a tap — and it stops counting: the stage finishes when every applicable box is ticked, not every box. Striking one for a single job is done in stage checkpoints.

Stage checkpoints
Framing Details
CheckpointsEdit
Post Set3 photos
Post SetGirts DoneTrusses Up
Girts Done2 photos
Equipment on Site
Trusses Up
Bracing Complete
Framing Inspection
N/A set in the office — this is the row that reaches the phone struck out. Real screen · sample data.
Without it

The office decides this job takes no gutters, the crew's list still shows Gutters unticked, and the stage sits open for a week waiting on work nobody is going to do.

Why we built it

A man told on Monday to skip the wainscot can see the office agrees, so he doesn't ring in to ask. Not-applicable rows show struck through rather than vanishing, and they stop counting, so the stage still finishes when the work that applies is done.

10

The last tick is what tells the customer

When his last box closes the stage, the customer's progress update leaves on its own and their project page moves. Nobody at a desk relays it. Exactly what leaves, and who else it reaches, is the stage-complete send.

Build Progress
Build Progress
PermittingCompleted
4/4
Dirt WorkCompleted3
4/4
ConcreteCompleted5
6/6
MaterialsCompleted
4/4
F
FramingIn Progress4
3/6
Post Set
Completed August 6, 2026
Girts Done
Completed August 11, 2026
Equipment on Site
Completed August 14, 2026
Trusses Up
Bracing Complete
Framing Inspection
Photos (4)
Jobsite progress photo
Jobsite progress photo
Jobsite progress photo
Jobsite progress photo
S
Siding & RoofingPlanned
0/6
$
Final PaymentPlanned
0/5
The customer's Build Progress — this moved when the field tick landed. Real screen · sample data.
Without it

The customer hears on Friday about work that finished on Tuesday, and rings twice in between to ask how it is going.

Why we built it

The customer hears on the day the work finished, not on Friday. The update hangs off the completion itself rather than off someone remembering to pass it on — which is why ticks only go forward and leaders hold them by default.

Sound familiar?“crew texts me photos and I retype everything”
11

Two taps on a bad connection is still one message

A phone with one bar gets tapped twice. The send is claimed in the database — the first caller to see the completion owns it, and everyone after gets a duplicate and stays quiet. The button for a checklist-less stage is guarded the same way, inside the update itself.

Settings — Notifications
Notifications
Pick which roles get notified for each event. Project-level assignees (set on each project’s detail page) always receive project notifications regardless of the role toggles here.
Account controls · two switches, applied in order
1 · Account notifications — ONsince 3/14/2026

The master power switch for this company. While it is on, everything below decides what actually goes out. Switch it off and nothing is sent on any channel to anyone — your team or your customers — and every setting is kept exactly as it is.

2 · The 36 events in the table below — ON
36 events · 21 sending email · 36 showing in the bell.
Only want to quiet your own alerts? Everything on this page applies to the whole company. Your personal notifications are under Settings → My Profile → My Notifications, and turning yours off there leaves everyone else’s exactly as they are.
Alerts sent by your build-stage automations are configured separately under Settings → Stage Automations and are not affected by either switch.
EventsEveryone (by role)
ShowAllInternalTo customersCategoriesSingleMultiple
EventAdminSalesProject ManagerCrew LeadWorkerChannels
Sales Pipeline· 10
Estimates & Orders· 4
Invoicing & Payments· 4
Contracts & Legal· 6
Project Management· 7
Project started
Someone clicked Start Project on an estimate.
In-appEmailSMS
Project stage completed
A build stage was marked complete.
In-appEmailSMS
Project completed
Final stage was marked done.
In-appEmailSMS
Weather advisory (day before)
Tomorrow's forecast may change the plan — heat, cold, wind, storms, rain or mud.
In-appEmailSMS
Crew ran past its figured days
A crew on hourly + shared surplus has worked more days than the job was figured for.
In-appEmailSMS
Shortfall needs a decision
A job finished over budget — decide whether the crew carries it or the company absorbs it.
In-appEmailSMS
Conduct report filed
Someone filed a performance, conduct, safety or attendance report about a team member.
In-appEmailSMS
Teams & Crew· 2
System & Integrations· 3
One completion, one send — and where the recipients are decided. Real screen · sample data.
Without it

The crew lead taps, sees nothing happen on a dead bar of signal, taps again, and the customer gets two identical framing-complete emails ninety seconds apart.

Why we built it

A crew lead on one bar of signal can tap twice without embarrassing you. The send is claimed in one central place, so the first tap owns it and the second stays quiet — and if that check ever fails it sends anyway, because a missing update costs more than a doubled one.

12

A tick in the middle of a stage is a different message from the last one

A box ticked mid-stage can send the customer a checkpoint update; the box that finishes the stage sends the stage-complete one instead. Never both for one tap — and both are switches you own in the customer message list.

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Customer-facing 14Your stages 5Team & internal 7Platform 2
RIDGELINEPost Frame
Your estimate is ready
Project40×60 Barndominium
Total$48,250.00
View your estimate
Estimate ready
Customer's estimate is ready to review
Subject: Your estimate for 40×60 Barndominium is ready
RIDGELINEPost Frame
Please review & sign
Review & sign
Contract to sign
Asks the customer to review & sign
Subject: Please review & sign your contract for 40×60 Barndominium
RIDGELINEPost Frame
Foundation is complete
See your project
Project stage update
A build stage was completed
Subject: Update on 40×60 Barndominium: Foundation complete
Every customer message this can send, on your brand, before it goes. Real screen · sample data.
Without it

Six boxes on a stage becomes six near-identical progress emails in one afternoon, and the customer stops opening any of them.

Why we built it

The customer gets one clear message per moment instead of six near-copies in an afternoon. Each tick is judged against what was saved before it, and the stage-complete message owns the final tick outright, so nobody gets a small update and a big one about the same box.

13

Ticking Order Placed from a field moves the job on the board

Try it

Every checkpoint save re-runs the project rules. The first build box ticked moves the job into Build, the last one on the final build stage moves it to Wrap-Up, and Order Placed stamps the ordered badge — even when the order was phoned in from the yard. It fires the same from a phone as from a desk, on the project board.

Order placed tick
Materials DeliveryDetweiler 30×40 Garage0/4
On the project board
Detweiler 30×40 Garage
$71,900.00
Order not sentAwaiting delivery
The badge stamped by a checkpoint the crew was already ticking. Real screen · sample data.
Without it

The material arrived on Wednesday, the board still reads "Order not sent", and the office rings the supplier to chase an order that has already been delivered.

Why we built it

The office stops chasing a supplier for an order that already arrived. Every save re-runs the board rules, which only ever move forward, so the crew's ordinary ticks keep the project board honest without anyone dragging cards.

Sound familiar?“crew unticked something and the customer got confused”
14

The office sees it land, with a name on it

The tick appears in the build schedule where the office was going to put it anyway, recorded with who completed it and when. Nobody retypes a texted update into the plan on Friday afternoon. A checkpoint carries a name and a time, not a picture — the shots are a separate act on the same screen, covered in jobsite photos from the field.

Build Schedule
Project / Task
Hostetler Equipment ShedCrew A
Zimmerman Horse BarnCrew B
PermittingAug 4 – Aug 18
Dirt WorkAug 18 – Aug 22
ConcreteAug 22 – Aug 28
Material DeliveryAug 28 – Sep 1
Post SetSep 1 – Sep 11
Stoltzfus ShopCrew C
Byler BarndominiumCrew A
Jul 27– Aug 2
Aug 3– Aug 9
Aug 10– Aug 16
Aug 17– Aug 23
Aug 24– Aug 30
Aug 31– Sep 6
Sep 7– Sep 13
Sep 14– Sep 20
Sep 21– Sep 27
Sep 28– Oct 4
Oct 5– Oct 11
Oct 12– Oct 18
Oct 19– Oct 25
Oct 26– Nov 1
TODAY
Permitting 4/4
Post Set 3/6
Siding / Roofing 0/11
46% • 38d
Permitting+3d
Concrete
Post Set0/6
Permitting 1/4
Framing 0/6
Siding / Roofing 0/11
Permitting 0/4
Slab / Foundation 0/6
Post Set 0/6
Siding / Roofing 0/11
Shutdown week — Crew B
OVERLAP
The schedule the office already lives in — checkpoints filled in from the field. Real screen · sample data.
Without it

Three crews across four jobs, and the only record of who said the slab was finished is a text on a phone that has since been wiped.

Why we built it

Six weeks later the owner can ask the right man about the slab, because the name on the tick is the man the link belongs to. Nothing the phone types can change it, and a leader ticking on someone's behalf is recorded as himself.

15

That's not on this stage any more. Pull down to refresh.

A screen left open on a truck seat goes stale. If the office edits the stage underneath him, the tick comes back with that exact sentence instead of writing to a box that no longer exists. The read side — the same items, in the same order, on the phone — is the field checklist.

Plan change log
Changes to your stages
stageFraming duration changed · 8 → 6Aug 14
checkpointEquipment on Site added in FramingAug 14
stagePost Set renamed · Framing → Post SetJul 30
checkpointGirts Done removed in FramingJul 22
stageConcrete recoloured · #607D8B → #1565C0Jul 9
stageDirt Work reordered · 3 → 2Jun 28
checkpointCompaction Tested added in Dirt WorkJun 28
What the office altered on the plan, and when — the change his screen missed. Real screen · sample data.
Without it

The stage list gets reworked at ten in the morning, the phone has been on the seat since seven, and his afternoon of ticks goes into a version of the stage nobody is looking at.

Why we built it

A man whose screen sat on the truck seat all morning is told what actually happened — the office changed the stage — so he pulls to refresh instead of deciding the app is broken and going back to texting.

16

A stage with no checklist still has to be closable

Some phases carry no boxes at all. Those get one button — "Mark Site Cleanup done" — running the same atomic update the office runs, which by construction cannot fire twice.

Project Phases
Project phases3 of 6 doneNow: Siding / Roofing1 behindManageAdd Phase
Drag the grip on the left of any stage to reorder the build.
Permitting
Jul 27 – Aug 8 • 12 days4/4
Done
Concrete
Aug 8 – Aug 13 • 5 days6/6
Done
Material Delivery
Aug 13 – Aug 17 • 4 days4/4
Done
Post Set
Aug 17 – Aug 26 • 9 days3/6
Active
Siding / Roofing
Aug 26 – Sep 3 • 8 days0/11
Planned
Final Payment
Sep 3 – Sep 6 • 3 days0/5
Planned
The job's phases, in the window the office works from — the button is for any phase added without a checklist. Real screen · sample data.
Without it

The phase is Site Cleanup, it has no boxes on it, and there is no way at all to say it happened from the place where it happened.

Why we built it

Site Cleanup has no boxes, but the crew still finished it — so they get one button, Mark Site Cleanup done. It runs the same once-only update the office runs, so a phase with no checklist can never hold a job open forever.

How it works
  1. 1The crew member opens his link — no login.
  2. 2Once the job is accepted, he clocks in and the checklist opens on the stage he is clocked into.
  3. 3A concrete crew only ever sees the concrete stage; a framing crew sees the whole job.
  4. 4He ticks the work off as it gets done.
  5. 5The last tick finishes the stage and tells the customer.
  6. 6Items the office marked not applicable show struck through and are not tappable.
  7. 7Undoing a tick stays in the office.
Why we built it

A crew lead standing in a finished building had to phone the office and have somebody else tick the box — and that call happened at the end of the week, if it happened at all, so customers heard about Tuesday's work on Friday. A crew ticking the last box now means exactly what the office ticking it means, down to which email the customer receives. Ticking is one-way because completing a stage messages the customer, and a phone screen that could quietly reverse that would be lying about what has already been sent.

The problem
  • Field progress not reaching the office until later
  • Crew apps that behave differently from the office view
  • A field mistake un-sending a customer message
What you get
Real-time progress from the people doing the work
No accounts or passwords for crew
Field and office are provably the same system
Each crew paid by the job sees the stages it is paid to finish — and nothing else
What's inside
Who on the crew may mark work complete

One switch, closed to start with. It decides whether every crew member or only crew leaders may close work from a crew link. Anyone can read it, so a man who cannot tick a box is told why instead of tapping something that does nothing.

CREW PORTAL

See crew ticks the work off from a phone
on one of your own jobs.

Twenty minutes, your building, your numbers. Bring the job where “crew won't use anything that needs a login” — we will show you exactly where that stops.

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Crew ticks the work off from a phone — Leads2Build