PRODUCTION MANAGEMENT MODULE
A Production Workflow That Keeps Everything Moving.
Centralize your labor, materials, schedules, and progress — and keep every crew accountable from start to finish.
1
Step 1: Setup the Project
Start Strong with
Centralized Project Info.
Every job starts with a complete setup: assign crews, input scope and materials, upload documents, and define the timeline. All team members – office or field – see the necessary information, organized in one place.
Feature Highlights:
- Centralized project dashboard
- Upload scopes, drawings, and safety docs
- Assign project managers, crews, and sub-contractors
- Define labor and material budgets
- Organize work by section, building, phase, or task group
2
Step 2: Assign Tasks & Build the Plan
Break Work into Tasks,
Not Chaos.
Structure the job using task lists that mirror how your crews actually work. Assign responsibilities, link tasks to deadlines, and build workflows that guide teams from one stage to the next – all visible to PMs and field leads.
Feature Highlights:
- Assign tasks to crews or individuals
- Organize tasks by building, phase, or area
- Add approval steps at key milestones
- Coordinate tasks with project timelines and calendars
3
Step 3: Schedule Crews & Materials
Balance Labor, Deadlines, and Deliveries.
Plan production work with Gantt-chart and job-queue views. Coordinate crews and key material dates across active jobs so your team can spot scheduling conflicts early.
Feature Highlights:
- Project timelines and task durations
- Job queue for crew workload visibility
- Material tracking
- Crew assignments by day or task
- Visibility into resource management
4
Step 4: Track Daily Progress
Get Real Progress Updates from the Field.
Foremen and PMs can log daily progress, photos, materials needed, and % complete – all from their mobile device. Updates flow directly to the office so you can spot delays early and report to clients with confidence.
Feature Highlights:
- Daily reporting forms
- % complete by phase or task
- Mobile uploads of photos and field notes
- Labor hour tracking by crew/task
- Date- and time-stamped field updates
5
Step 5: Project Communication
Capture, Approve & Distribute.
As the data is collected in the field and approved by the office, progress reports are distributed to the project’s subscribe list.
Feature Highlights:
- Capture Daily Questionairre
- Log Percentage Complete
- Photo Capture with Comments
- Task Category Consumption
- Daily Progress Report Distribution
6
Step 6: Close Out & Report
Wrap It Up Right - With Oversight and Insight.
In real time, review labor, materials, daily reports, photos, and project documentation in one place. Maintain a complete project record and use the information captured throughout the job to support closeout, future estimating, and production planning.
Feature Highlights:
- Job cost tracking by labor and material
- Final project review audit
- Daily and cumulative reporting
- Centralized project documentation
- Audit trail of field updates and activity
Trusted by More than 250 Roofing Contractors Across North America.
