From "Job" to "Project": Managing Complexity

Your software treats every visit like a one-night stand.

• "Fix Toilet." (Done).
• "Clean Drain." (Done).

But a Bathroom Remodel is a marriage. It lasts 3 weeks. It has ups and downs. It involves multiple people.

The Data Structure Problem

Service software (Jobber, HCP) uses a "Job" object. Construction software (BuilderTrend) uses a "Project" object.

If you are a service company doing installs, you are stuck in the middle.

The Fix: Parent-Child Logic

You need to hack your CRM to understand Parent-Child Relationships.

The Parent: "Master Bath Remodel - Smith Residence" (The Container).

• Child 1: Demo (Visit).
• Child 2: Rough-in (Visit).
• Child 3: Trim-out (Visit).

The Automation

Don't manually create 3 jobs. Create a "Project Template" in your automation layer.

Input: "New Bath Remodel starting June 1st." Output:

1. Creates Parent Project.
2. Creates 5 Child Jobs spaced out correctly (skipping weekends).
3. Orders the dumpster for May 31st.
4. Texts the customer the full timeline.

Handle the Chaos

When the customer delays Day 1, the automation simply slides Days 2-5 by 24 hours. No manual rescheduling.

Stop fighting your software. Teach it how to run a project.

See how we automate project timelines.