Stage checklist in the field

The same checkpoints the office ticks — Post Set, Girts Done, Trusses Up — on the phone of the man who did the work. Ticking only, never unticking.

The operating system for post-frame and barndominium builders.

What it is

Once a man is clocked in, his screen shows the checklist for the stage he is on. Anything the office marked not-applicable is struck through and cannot be tapped. A tick in the field is the same tick as a tick at the desk, so the field and the office cannot end up holding two versions of what is done. A concrete crew's phone only ever shows the slab's boxes, on every job it is on. Built only for post-frame and barndominium builders, so the list is the trade's own stages — not a to-do app with your jobs typed into it.

Also called: tick off checkpoints on my phone · mark stage done from site · crew progress updates

See it, piece by piece
01

The man who did the work ticks the same box the office would have

Once he is clocked in, his screen shows the current stage's checklist — the job's own checkpoints, with anything the office marked not-applicable struck through and untappable. The tick runs through the same save the office's schedule uses, so the field and the desk cannot hold two different versions of what is done. A concrete crew is always on the job's concrete stage, so its phones only show the slab's boxes — forms, rebar, the pour — never the framing list.

Stage checkpoints
Framing Details
CheckpointsEdit
Post Set3 photos
Post SetGirts DoneTrusses Up
Girts Done2 photos
Equipment on Site
Trusses Up
Bracing Complete
Framing Inspection
The office side of the same checklist, with photo counts against each checkpoint. Real screen · sample data.
Without it

Thursday's real progress lives in the crew leader's head until you phone round at five, so the schedule you are reading is always a day behind the yard.

Why we built it

The man who did the work gets to say it's done — that feels like ownership, not paperwork. The list comes from the shift that is open, so nobody ticks the framing list against last week's job, and everything a tick at the desk sets off, a tick in the field sets off too.

Sound familiar?“office has no idea what got finished today”
02

No checklist until he is clocked in — so it is always this job's

Before he clocks in, his screen is the job, the clock and three big buttons. The checklist only appears once a shift is open, and it is the checklist for the stage that shift is on — never a list he picked from a menu. Clocking in is on the jobsite punch clock.

Ridgeline Post Frame
Ray Wenger — 40×60 Shop
On site
6:50 AM
Ray Wenger — 40×60 Shop
Framing
Clock In
Add Photo
Blocked
Your jobs
Ray Wenger — 40×60 ShopMon, Oct 5 → Fri, Oct 16
Off the clock: Clock In, Add Photo, Blocked — and no boxes to tick yet. Real screen · sample data.
Without it

Someone ticks Trusses Up from the truck on the way to a different job, and the wrong building shows framing done.

Why we built it

A man should not have to think about which list he is on — he is standing on the job. Tying the list to the open shift means every tick lands on the right job and stage, with nothing to choose and nothing to get wrong.

Sound familiar?“I have to call the crew to find out where the job is”
03

The last box is a different kind of tap, and it says so out loud

Try it

Every checkpoint ticks silently except the final one. That one opens a screen naming the consequence — the office is told, and the customer sees the stage complete on their page — with a Not yet escape underneath. What that one send does is on stage complete — one send, once. A customer update cannot be unsent, so the tap that sends it should not look like the five before it.

Ridgeline Post Frame
Ray Wenger — 40×60 Shop
On the clock
3h 12m 08s
On the clock · 3h 12m 08s
Ray Wenger — 40×60 Shop
Framing
ON THE CLOCK3h 12m 08sClock Out
Add Photo
Blocked
Framing
Trusses Up ticks in one tap. Bracing Complete, the last open box, stops and says who hears about it. Real screen · sample data.
Without it

A thumb catches the last box while the phone is in a pocket, and the customer has an email saying framing is finished before the trusses are up.

Why we built it

A man up a ladder wants one tap, not a form — and he never wants to be the one who told the customer too early. The stop sits on exactly one box out of six, so the list stays fast enough that men use it, and the only tap that leaves the yard is the only one that asks.

Sound familiar?“customer asks for an update and I'm guessing”
04

Photo proof files itself under the checkpoint it proves

Try it

Add Photo opens a camera that stays open: swipe left and right for the stage, up and down for the checkpoint, and every shot is filed under whatever is showing, with who took it and when. Those shots are saved to the job — never sent to the customer. A photo meant for the customer is its own deliberate path, with two visibly different buttons and no toggle to misread.

×
Ray Wenger — 40×60 Shop
Library
‹
Framing
Stage 5 of 7 · 3 photos
›
✓Post Set
✓Girts Done
✓Equipment on Site
Trusses Up3
Bracing Complete
Other photo
3Mark up
Framing, stage 5 of 7, sitting on Trusses Up — so that is where the shot is filed. Real screen · sample data.
Without it

The shot that proves the posts went in at the right depth is buried in somebody's camera roll between a lunch photo and a screenshot, and the customer starts asking about it in March.

Why we built it

Nobody on a roof is going to type a caption, so the photo files itself where the office will look. The proof sits beside the tick, which ends the "did you actually do it" phone call before it starts.

Sound familiar?“crew says it's done, system says it isn't”
05

You decide who is allowed to say a stage is finished

Try it

Marking work complete from a field link is crew-leader-only out of the box. One switch opens it to everyone on the crew, with nothing to deploy and nobody to ask. A man who cannot use the checklist is not shown it. Not every builder wants a first-week labourer telling a customer the roof is on.

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.

Crew leaders only, out of the box — one click opens it to anyone on the crew. Real screen · sample data.
Without it

The lad in his first week taps the last box to be helpful, and your customer hears the roof is on from someone who has never been on that roof.

Why we built it

A leader who signs off the work stands behind it — that is pride, and it stops a first-week labourer speaking for the crew. It ships shut because the cautious default costs one switch while the loose one costs an awkward call, and the switch is yours to throw.

Sound familiar?“concrete crew sees boxes that aren't theirs”
06

The field can say done; undoing it stays in the office

Try it

There is no un-tick on the phone. Finishing the last checkpoint sends whatever that stage's notify rule says — the office, the project manager, the customer — advances the job and starts the next stage's clock. A screen that could reverse that would be lying about what has already gone out. A mistake is a phone call to the office, which is what it was before any of this existed.

Stage notify rules
Stage notifications
Decide who hears about each stage, and what they’re told. Rules are attached to the stage itself — rename it and the rule follows. Set one stage, one building type, or everything at once.
Every stage (default)
Account owner, PM · in-app + email
Edit
Building type
Permitting
Account owner, PM · in-app + email
Inherited · Org-wide defaultEdit
Dirt Work
Account owner, PM · in-app + email
Inherited · Org-wide defaultEdit
Concrete
Account owner, PM, Customer · in-app + email
Set hereEdit
Materials Delivery
Account owner, Crew lead · in-app
Set hereEdit
Framing
Account owner, PM, Customer · in-app + email + SMS
Set hereEdit
Siding / Roofing
Silent — nobody is notified
Set hereEdit
Final Payment
No rule — uses your org-wide Notifications settings
Not setEdit
Who hears when each stage finishes — Framing tells the account owner, the PM and the customer. Real screen · sample data.
Without it

Someone fat-fingers a tick and quietly takes it back, so the office is looking at an open stage while the customer sits on an email saying it closed.

Why we built it

It protects the crew as much as the customer: nobody gets blamed for a box that quietly changed colour. An email already read cannot be recalled, so the fix has to be a person ringing the customer, not a tick disappearing.

How it works
  1. 1He clocks in, and the checklist for the stage he is on appears underneath.
  2. 2The stage comes from his open shift, never from a menu on the phone.
  3. 3He taps a box. The office's schedule updates, because it is the same box.
  4. 4Anything the office marked not applicable is struck through and untappable.
  5. 5The last box routes to a confirmation that says who is about to hear about it.
  6. 6A stage with no checklist at all gets a single Mark this stage done button instead.
  7. 7A concrete crew is always on the job's concrete stage, so its men only ever see the slab's boxes.
  8. 8Crew leaders tick by default; one switch opens it to the whole crew.
Why we built it

Job progress lived in two places: the schedule the office reads, and whatever the crew remembered to phone in. The crew's checklist is now the same checklist the schedule is built from, so the two cannot disagree — and ticking a box in the field runs the same rules as ticking it at a desk, including whether the customer gets told. Crews can say a thing is done. Undoing it stays with the office, because completing the last item messages the customer, and a field screen that could un-message them would be lying about what was sent. Fixing a mistake is a phone call, which is what it was before any of this existed.

The problem
  • Progress known only by phoning the crew.
  • Two versions of 'done' between the field and the office.
  • Stage completion side effects being skipped when the field reports progress.
What you get
The job record updates the moment the work is finished, by the person who finished it.
Customer updates, the pipeline and the next stage's clock all fire from a field tap exactly as from a desk.
Your men watch their own work get ticked off, box by box — and the office sees it the same minute.
Not-applicable checkpoints cannot hold a stage open.
What's inside
The tap that finishes a stage

When one box is left, tapping it opens a screen that says That's the last one on Framing and spells out what happens next: the office is told, and the customer sees the stage complete. A Not yet button sits underneath.

Who may say a stage is done

Only crew leaders can close a stage out of the box. A builder who trusts every man on his crew flips one switch and they all can. Anyone who cannot use the checklist is simply not shown it — but reading it stays open to everybody.

CREW PORTAL

See stage checklist in the field
on one of your own jobs.

Twenty minutes, your building, your numbers. Bring the job where “office has no idea what got finished today” — we will show you exactly where that stops.

leads2build.com
Stage checklist in the field — Leads2Build