Free contractor and field service software
Contractor project management, from scope to handoff
Workvado brings contractor projects, tasks, site files and daily notes into one job record. Use it to turn an agreed scope into assigned work, track progress and keep the information needed for a customer handoff.
Start with the scope and customer
A job is easier to run when everyone can identify what was agreed. Connect the project to its customer, write the scope, and keep the relevant files together. For a patio installation, that could mean a site plan, access notes and the agreed material selection.
Break the job into work the crew can follow
Create tasks for the actual stages of delivery and assign the responsible people. In the patio example, separate site preparation, base work, stone installation and cleanup. These are illustrative stages, not a construction specification; the contractor decides the work and sequence.
Keep changes and evidence beside the job
Add photos, videos and PDFs to the relevant project or task. Daily notes provide a dated record of weather and work done. Use agreements and change orders to keep revisions and customer approvals on record instead of relying on an informal conversation.
Close the loop with the customer
Publish the information you choose through a private customer portal and keep customer comments in context. Check remaining tasks and the agreed scope before handoff, then prepare the invoice and record payments. Your operational and commercial records remain connected.