For a small trade crew
One board. Who’s on site, what’s quiet, what’s unpaid.
You spend half the morning ringing the van to see who’s where, then find out Friday a quote’s gone cold and an invoice still isn’t paid. This is one list on the phone — today’s jobs, quiet quotes, what’s owed, and who to chase.
01 — Tour
The run, the quotes, the cash — one phone.
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Five quotes on the books, $54,080 all up. Walsh said yes yesterday. Baker and Chen are still waiting. Kelly’s repair is only a draft.
Singh’s $6,900 job has gone quiet for eight days — cold, and already top of Chase.
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Alex and Sam on the call-out. Jordan on Goonellabah then Ballina. Casey in the office chasing invoices.
Made-up names for the sample. On the full board you can tap a name to ring them. Yard hours 9:00–17:00.
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$18,640 billed this week, $9,200 banked, $29,420 still out. Ryan’s invoice 1044 is 12 days late. Walsh’s deposit is due.
Sample money for the tour. Your real invoices can sit here once the books are connected.
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Casey’s short list: ring Singh, text Ryan about 1044, chase Walsh’s deposit, send Chen the photos, book Baker for Friday.
Tick done when you’ve handled it. On this page nothing actually texts, emails, or books.
Today · Northern Rivers sample
Board
Same jobs as the full board.
Same jobs as the full board. On a phone this is the van view; on a computer it opens as a desk board. Sample day only.
02 — On the phone
Off the shelf or highly customised, you choose.
Take the standard MyTradeBuddy option or request a customised app for your particular needs.
On the phone today
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Save to the home screen
Add the icon once. It opens like an app, and the board still loads if the signal is poor.
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Tap to call
Every job, quote, person, and invoice has a Call button.
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Chase list
Each line is Call, Text, Send, or Book. Tick it when it’s done, or leave it for later.
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Only your crew sees it
Light or dark on the phone. Google or Microsoft login, or just your crew’s email addresses.
Most crews ask for these next
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Xero or MYOB
Hook the board to your accounts software so invoices and balances are the real ones.
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One tap to text the customer
Customer numbers sit on the job so one tap opens a text.
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Same day as the van calendar
Jobs show on the calendar the van already uses, so everyone sees the same day.
03 — Contact
Need a board for the van?
Tell us the trade, how many on the tools, and the one thing that is costing you time — quiet quotes, late invoices, or who is on which job. The note goes to Tyrone. No mailing list. He will ring you back.