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Job
Job type
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Customer / Project
*
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Showroom
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Address / vendor location
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Open in Google Maps (directions)
Delivery type
Status
Schedule and team
Scheduled date
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Start time
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End time
*
Estimated duration
Priority
Assigned to
(one or more people)
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Other people
(not in the team list, e.g. a helper or subcontractor; separate names with commas)
Contact
Contact phone
Choose a customer / project
Primary phone
(for this job)
Secondary phone
Site contact name
Site contact phone
Order and materials
PO / order number
Cabinet brand / manufacturer
Order acknowledgment #
Cabinet readiness
Box count
Expected ready date
Pickup address
(filled from the Vendors list)
Items to pick up
(one per line: SKU or item, quantity, description · you can paste from Excel / CSV)
More vendors / orders for this customer
(each one becomes its own pick up with its own vendor, PO, date and time; the drivers above are used for all)
+ Add another vendor / order
Installation scope
Also in the checklist for this job
Measurement scope
Cabinet installation readiness
Material / countertop notes
Template requirements
Sink / appliance details
Notes and files
Access instructions / parking
Customer notes
Internal notes
Files
(order PDFs, confirmations, invoices, photos · up to 3 MB each)
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