Production & scheduling

The production hub, scheduling crews and trades, material orders, subcontractors, and in-house inventory.

See how this fits the platform on the Production page.

Production hub

The production areaConceptProduction groups the screens the build side of the business uses: the hub, the scheduler, the Order Manager and its submitted-order views, quote templates, in-house inventory, and subcontractors.

Scheduling

Scheduling crews and tradesConceptThe Scheduler Manager assigns a project's labor and delivery work to your crews and subcontractors, organized by trade.Updated Sep 2, 2026

Orders

Orders and the Order ManagerConceptWhat happens to an order once it exists: its statuses, the Order Manager screen, and what an office manager does with it.Updated Sep 2, 2026

Subcontractors and crews

Subcontractors and crewsConceptLabor Manager is where subcontractor companies, their crews and their crew leads are set up and tracked.Updated Sep 2, 2026

Inventory

In-house inventoryConceptWhat the In-House Inventory add-on tracks, how it connects to quotes and orders, and what it needs to be turned on.Updated Sep 2, 2026

Suppliers

Supplier recordsConceptSupplier records live on the Suppliers card of the Custom Fields screen under Settings, with Add to create one.