Check the site is ready the day before
The builder's site contact gets a text the day before each phase: is the site ready? And when your crew gets there and it isn't, a re-trip fee goes on the next invoice. Both start off.
Nothing stings like a crew showing up to a site full of drywall dust. Turn on the site check, and the day before each phase, the builder's site contact gets one text asking if the site is ready. They tap Yes, or pick a new day, and you see their answer right on the bid.
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1
Open Post-construction settings
In the menu, tap Marketing, then Bids, then Post-construction settings.
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2
Turn on the site check
Tick Text the builder's site contact the day before each phase, pick when it goes out under Send it at, and tap Save.
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3
Pick who gets the text
Open an accepted bid. Under Site check the day before, type the Site contact and their Mobile, like the superintendent, and tap Save. Leave it empty and it goes to the bid's own contact.
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4
See their answer
You hear as soon as they answer. Next to the job, the bid shows says the site is ready, or that it isn't, with the day they picked.
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5
Move it to their day
When they picked a new day, tap Move it to that day. The job keeps the same time.
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6
Add a re-trip fee when it still isn't ready
Tick Add a re-trip fee in Post-construction settings, type your flat fee and tap Save. When your crew gets there and the site isn't ready, open the bid, tap Site wasn't ready? on the job, pick a new date if you know it, and tap Save.