Production and costs
Use production scheduling, milestones, and the Matrix
Coordinate installers and material readiness through completion.
Prepare production settings
Add installer users in Team and define milestone types in Settings → Milestone Types. Milestone types have a name, order, active state, and color. Choose milestones that represent observable progress, such as Materials Received or Installation Complete.
- Set up the products and vendors used on jobs.
- Mark the relevant products for matrix tracking.
- Create ordered milestone types.
- Assign installers to a sample job.
- Set its Production Start Date and Expected Days.
- Review the production calendar and Matrix using that sample.
Keep the schedule and readiness aligned
The calendar has production week/month views. Check dates and installer assignments before committing to installation. The Matrix helps review job/material information; its usefulness depends on complete cost items, matrix product settings, and received status.
If a job is absent, first check production dates, assignments, relevant products, and active filters. Do not add a second job just to make it appear.
Complete milestones and close work
Mark a milestone completed when the actual event has happened. Review the job completion date, outstanding materials, final payments, and customer follow-up separately. Completing a milestone does not necessarily update every other job field or send a customer message.
Use reminders for open production tasks and record important changes in notes so sales staff can understand the current situation.
Keep going
Set up sources, job types, products, and vendors
Create clean reference lists for marketing attribution, sold work, and production costs.
Read guideCreate sold jobs and hand them to production
Record a sale accurately without losing its customer or scheduling context.
Read guideTrack job costs, commissions, installers, and payments
Record actual costs and customer payments so job totals can be reconciled.
Read guideCreate, assign, snooze, and complete reminders
Make the next action visible and owned instead of leaving it in notes.
Read guide