Product / Jobs & Scheduling
Every job, every crew, every install day — on one board.
When a quote turns into an order, UpdatesPad picks it up — the project, the schedule, the tasks, the files. Template, fab, install, service: one calendar your whole team can see. No more double-booked install days. No more "wait, who's at the Patel job?"
The job starts when the quote ends — and that's when things fall apart.
You sold the job. Great. Now you have to deliver it.
Template needs to get scheduled. The slab needs to be selected. Fab has to know when the customer signed off on the seam placement. Install needs to know which day. The customer needs to know all of it.
In most shops, this lives across a wall calendar, a group text, a folder in Drive, a notes app on someone's phone, and whoever happens to know what's happening at any given moment. When that person is out for the day, the job stalls. When a customer calls asking for an update, the office has to text the templater and wait.
The work itself isn't the bottleneck. The coordination around the work is.
One operational view for the whole shop.
A real project for every job.
When a quote gets approved, UP creates the project automatically — with the customer, the materials, the layout, and the files already in it. The estimator doesn't email the office. The office doesn't ask the estimator. The job is in motion.
Stages that map to the work.
Template, fab, install, service — the real operational stages of a countertop job, not generic "to-do / doing / done" columns. Move the project forward as the work moves forward. Track readiness at every stage so nothing surprises you.
One calendar for every kind of event.
Template appointments, fab days, install days, service calls — all on one calendar your team can see. Filter by crew, by date range, by job. No more wondering if Tuesday is double-booked.
Tasks for the crew, tasks for the customer.
Internal tasks (cut the slab, edge the pieces, schedule install) and client-facing tasks (approve seam placement, choose slab, sign off on edge profile). Both move the project forward. Both are visible to the right people, automatically.
From approved quote to install day.
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1
The quote becomes a project.
The customer approves the quote. UP creates the order and the project automatically. Customer info, materials, layout, files, notes — all there. Nobody had to copy anything.
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2
Template gets scheduled.
Pick a date. Assign the templater. UP notifies the team and gives the customer a heads-up through their portal. No phone tag.
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3
The work moves through stages.
Template happens, the project moves forward. Fab starts, the project moves forward. Install gets scheduled, the calendar updates. The pipeline stays current without anyone managing the pipeline.
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4
The customer sees what's happening — without asking.
Each stage triggers an update to the customer's portal. They see what just happened, what's next, when install is scheduled. They stop calling. Mostly.
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5
Install day, then service.
Install gets marked complete. If service is needed later — a chip, an adjustment, anything — it goes on the same calendar. The job's history stays with the customer record forever.
Built for how countertop work actually flows.
Most project management tools are built for software teams or generic service businesses. The columns are "To Do / In Progress / Done." The vocabulary is "tickets" and "tasks" and "sprints." You can bend them to fit a countertop job, but the bending takes work, and the seams show.
UP's jobs and scheduling are shaped differently:
- The stages are the trade. Template, fab, install, service — not generic project columns. The vocabulary matches what shops actually say. The status of a job tells you what's happening in your shop, not what column a card sits in.
- Scheduling is operational, not aesthetic. The calendar is built around the four kinds of events a countertop shop runs — template, fab, install, service — with crew assignments, readiness, and customer-facing visibility baked in. It's not a generic Google Calendar wearing a costume.
- The customer is part of the project, not separate from it. Most project tools treat the customer as an external party who gets emailed updates. UP treats the customer as part of the project — they see the same milestones the crew sees, in their own view.
- The whole team is on it, no add-on fees. No per-user pricing. The templater, the fab crew, the installers, the office — all on the system, all on the schedule, at every plan.
Part of the whole job, not a separate product.
Jobs and scheduling are downstream from your sale and upstream of your accounting. The order comes from Quoting & Design when the customer approves. The customer's view of the schedule lives in Client Updates. When the job's invoiced, it flows to Integrations (QuickBooks) without you re-entering anything. And every job is connected to the customer record in your CRM & Pipeline.
Get Started
Ready to run the shop with one tool instead of seven?
Tell us a bit about your shop and we'll set up a walkthrough on your kind of jobs.
No sales sequence. No pressure.