| Name | Company | Role | Territories | Hold Permission | |
|---|---|---|---|---|---|
| Lael Bryant Owner | Zion Outdoors | Admin | All | ||
| Lisa Washington | Zion Outdoors | Scheduler | AustinDallas | ||
| Chris Anderson | ABC Concrete Subcontractor | PM | AustinDallas | ||
| Marco Reyes | ABC Concrete | Foreman | Austin | ||
| William Torres | ABC Concrete | Foreman | AustinDallas | ||
| Diego Lopez | DLR Hardscapes Subcontractor | Foreman | Dallas |
Austin
4 users
30.2672° N, 97.7431° W
Dallas
3 users
32.7767° N, 96.7970° W
Products
Workflow definitions for each type of work. Select a product to configure its phases and rules.
Gemscapev3
Patiov1
TurfDraft
📅 Pre-Project Start — fires when a start date is assigned
ON SCHEDULED
THEN📱 SMS Customer Scheduling Confirmation
ON SCHEDULED
THEN🔔 Push Foreman Day-Before Reminder
1
🏗️ Site Prep
Settings
Rules
ON ENTER
THEN📱 SMS Crew Arrival Notification
ON EXIT
IFphoto_count equals 0
THEN🛑 Block 📸 Upload Photo
2
🖌️ Bond Coat
Settings
Rules
ON EXIT
IFphoto_count equals 0
THEN🛑 Block 📸 Upload Photo
3
⛏️ Gemscape Application
Rules
ON ENTER
THEN📱 SMS Gemscape Phase Started
4
🎨 Pattern Carving
No rules configured. Click to add settings and rules.
5
✅ Sample Board Approval
Settings
Rules
ON ENTER
THEN📱 SMS Sample Board Meeting Request
ON EXIT
IFcustomer_signoff equals false
THEN🛑 Block ✍️ Customer Signature
6
🎨 Topical Colors
Rules
ON EXIT
IFphoto_count equals 0
THEN🛑 Block 📸 Upload Photo
7
💧 Sealer & Mastic
Rules
ON ENTER
THEN📱 SMS Almost Done Notification
8
👣 Final Walkthrough
Rules
ON ENTER
THEN📱 SMS Completion Form Link
ON ENTER
THEN🔔 Push Foreman Punch List Reminder
| Template | Type | Used By | |
|---|---|---|---|
| Crew Arrival Notification "Hi {{job.customer_name}}, your {{project.product_name}} crew has arrived at {{job.address}}." | 📱 SMS | 1 rule | |
| Customer Scheduling Confirmation "Hi {{job.customer_name}}, your {{project.product_name}} is scheduled to start on {{project.start_date}}." | 📱 SMS | 1 rule | |
| Gemscape Phase Started "Great news! The Gemscape application has begun at {{job.address}}." | 📱 SMS | 1 rule | |
| Sample Board Meeting Request "Hi {{job.customer_name}}, your sample board is ready for review. Please contact us to schedule a time." | 📱 SMS | 1 rule | |
| Almost Done Notification "Your {{project.product_name}} is in the final stages — sealer and mastic application." | 📱 SMS | 1 rule | |
| Completion Form Link "Your project is ready for final review! Complete your walkthrough at {{org.completion_url}}." | 📱 SMS | 1 rule | |
| Foreman Day-Before Reminder | 🔔 Push | 1 rule | |
| Foreman Punch List Reminder | 🔔 Push | 1 rule |
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