Home profile
Keep what's in each home you work on: the furnace and water heater with their model, serial, filter and dates, where the shut-offs are, and how to get in. Filters and services come up on Today when they're due, and the equipment prints as service tags.
Help and background Back to the tool
How it works
- 1 Pick the home. A profile is kept on one place in your book.
- 2 Add what's there: the furnace, the water heater, the sump pump. The make, model and serial off the label, the year it went in, the floor it's on and the filter it takes.
- 3 Write where the shut-offs are and how to get in, in words. Never a code: ask for it by text each visit.
- 4 Set how often each filter and service comes round. When one's due, it's on your jobs board, and “Done today” on the visit moves it on.
- 5 Print the service tags and hang one on each piece of equipment. They say who services it and when, and never whose house it is.
Signed in, the profile is kept on its place in your account, for you only: never in a link, a log or an AI prompt, and it's in your export. The jobs board shows the place's name and what's due, never its address. Signed out, everything works on a made-up house, and nothing is kept.
Good to know
- Why won't it keep a door code?
- A code written next to an address is a key to someone's home if the phone, the book or the account is ever lost. Write how to get in, “lockbox on the side railing, code by text”, and ask for the code the morning of. The page and the server both turn away a way in that looks like it has a code in it.
- How often should the filter be changed?
- It depends on the filter and the house: a thin one-inch filter fills much faster than a thick media filter, and pets, renovations and a long heating season shorten it. The filter's maker and the equipment's manual say how often. You pick the interval for each piece, and the page counts from the last change; it doesn't guess.
- Why write down the serial?
- A warranty claim asks for the model and serial, and some makers want the equipment registered within a set time after it goes in (check with the maker). On equipment you put in, the page reminds you when the serial is missing, and a warranty ending in the next 60 days is on your board, worth a call to the customer before it does.
- What's on a service tag?
- What the equipment is, its make, model, serial and age, the filter it takes, when it's next due, and a record to write each visit on, with your name and phone at the top. Four to a page, to cut out and hang. The customer's name, the address and the way in are never printed on one.
- Sending a helper?
- “Copy the brief” puts what's there, where the shut-offs are and how to get in into a message, without the customer's name or the address, to send to whoever's going.
- Is this safety advice?
- It's a record, not a check of the equipment or advice on servicing it. Follow the maker's instructions and the rules for your trade, and leave gas, electrical and refrigerant work to someone licensed for it.
Where it fits in a trade
On the job Clock the hours on each job, keep each van stocked, know each home's equipment and the way in, leave a warranty on what you put in, sell a yearly plan of spring and fall visits, ticket what's dropped off, keep the cleaning rounds, log every visit to an icy lot, and pay the crew.
Its work comes from
It hands its work on to
- Estimate & quote builder A job done there to open, the place to start one at, or the repair and the replacement picked from the price book, as its tasks Works now
- Equipment warranty certificate A job done there, to open its warranty Works now
- Maintenance plan The place, to write or open its plan for the equipment Works now
A hand-off only moves when you press it, and never through a link: signed in, the next tool reads your account's book; signed out, it waits in this browser until the next tool picks it up.
On the job
More for this part of the day
Billable hours log
Start the clock when you get there, or type the hours after. Each job's hours against the quote, and the ones not billed go straight onto the invoice.
Save it: every stretch of hours, on its job
Van stock list
What each van should carry and what's on it. See what a van is out of, pick the restock list off the shop shelf, send the supplier an order and print a label for every bin, and take the parts off as each job is marked done.
Save it: your vans, with Today saying when one is out of something
Equipment warranty certificate
Leave a warranty certificate with the furnace, water heater or air conditioner you put in: make, model and serial, the maker's years and the longer ones once it's registered, your warranty on the work and the care that keeps it. Each piece goes on the home profile, and the day to register it on Today.
Save it: each job's certificate, its equipment on the home
Maintenance plan
Sell a yearly plan for the furnace, air conditioner and water heater: spring and fall visits, the price in payments and the perks. They sign on your phone, each visit's checklist moves the home's service dates, and Today says when a visit is due and a payment's to bill.
Save it: each home's plan, signed, with its visits
Alterations ticket
Pin each job on a drawing of the garment, price it, and print the claim stub and a tag for every piece. Then see the whole rack by pickup day.
Save it: every ticket on the rack, with a text when it's ready
Recurring cleaning schedule
Weekly, every-other-week and monthly homes, with extras that come round every few cleans. Even out your days, print day sheets, and send each client their dates.
Save it: your homes and their rotation
Snow & salt log
Tap when the snow stops, and again each time you clear or salt. A clock to your town's sidewalk deadline, the Region's salt guide, and a log to print.
Save it: a winter log kept for you, season after season
Timesheet & overtime checker
Type in who worked when. Get hours, overtime and gross pay, what Ontario's rules flag, and a timecard to sign.
Save it: your staff, rates and hours