This link lets the client send a question, concern or compliment straight to your Field Log for this project.
📱 Or let the client scan this QR code
Field Log
Project Status
Client Information
Property
Estimate Reference (Joist) & Work Order
Accepts a photo/screenshot or a PDF exported from Joist.
PDF attached
Documents are generated from the buttons at the top of this tab. Work Order includes client, scope, crew, checklist, access & the estimate photo if attached.
Scope of Work
📋 Generate Scope of Work
Pick the work type, rooms, the surfaces to paint in each room, paint color & finish, prep and exclusions, step by step. It is saved in this job and the Work Order reads it.
Save the job first.
📄 Scope of Work Agreement
Already have the scope text (from an AI, for example)? Paste it and send it to the client to sign — the same document you send with the estimate.
Save the job first.
Previous scope info (from before the generator)
Work Type
Areas / Rooms
Surfaces to Paint
This is where the full Scope of Work text goes — you can write it here directly, or generate it with "Generate Scope of Work" / an AI tool and paste the result in this box.
Paint & Finishes
Area / RoomColor / CodeGallonsFinish
Contract Budget
Costos Estimates
Overhead & Profit
Total Costs$0
Contract$0
Margin / Profit$0
Payments Received · Registro de Pagos
Contract Total$0.00
+ Change Order(s)+ $0.00
Paid So Far- $0.00
CO Deposit- $0.00
💰 BALANCE DUE$0.00
Payment History
Loading payment history...
No payments recorded yet for this project.
💰 Record Payment
If the amount covers the invoice in full, it will be marked Paid automatically.
⚠️ Use the date on the check or transfer — not today's date if you're recording this after the fact. Ex: paid 09/12/26, entered today → still put 09/12/26.
✅ Marking this project as Paid
Change Orders
DescriptionReason / NotesAmount ($)Status
Total Change Orders$0.00
Fills in automatically from the Change Order rows below.
Payment Method
Signed Documents for this Client
Loading documents...
No signed documents yet for this project.
Upload a Document
Add any PDF you have on your computer (like something downloaded from Joist) and keep it here with this client's other documents.
⚠️ Before scheduling any date with the client, confirm availability with the office first.
Use the ▶️ buttons on cards to quickly advance each project stage.
Reminders
Pick a message, edit it if needed, then send by Text or Email — nothing sends automatically, you always review first.
Crew Assignment
Fills in automatically from the time entries in Field Log.
📊 Productivity
Track planned vs. actual hours to measure team productivity and improve future estimates.
1 · Colors
2 · Purchase List
Add each area (e.g. Living Room), then pick the color and finish for its Walls, Ceiling and Trim, plus the gallons. No prices needed.
3 · Generate Purchase Order
Creates a numbered PO from the checked rows (or every row not yet on a PO) and saves its PDF in Documents. Then approve it with your signature to send it to the crew by email or text.
4 · Purchase Orders
Check off each completed step. The checklist percentage appears on the project card.
Site Access
Communication & Updates
Log client messages, approvals, changes, and any open items.
Get Directions
Opens the job address in Google Maps.
Photos
Report a Problem
Color Change Cost Details
Estimated Total Cost$0.00
Approve purchase order
Sign to approve this purchase order. Once approved it can be sent to the crew.
