Who is where this week. And what is moving forward on each site.
Sites and jobs are planned by crew, on a timeline and on a map. Photos and progress are on each site's record. Everyone sees the same thing, with no calls and no spreadsheet to copy out.
- A planning board on a whiteboard, photographed and sent by text message.
- Site photos scattered across phones.
- Progress is asked for by phone, site by site.
- Two appointments in the same time slot, discovered too late.
- Planning by crew, the same for everyone.
- Photos filed on the site record.
- Progress moved from one stage to the next, visible to everyone.
- The team calendar flags time-slot conflicts and shows everyone's workload.
From planning to site completed, in five steps
A single table of sites, seen six ways: everyone opens the view they need, and all see the same data.
- 01
The planning
Sites line up on a timeline, one row per crew. Stretch them, move them, see the week at a glance.
The whiteboard, and its photo sent on Monday.The week's planning, up to date everywhere. - 02
The map
Sites are shown on a map, with their record in one click: useful for organising journeys and answering a client.
A list of addresses, and everyone's own GPS.All the sites on one map. - 03
The photos
Site photos are attached to the record and viewed in a gallery, site by site.
Photos on the phone of whoever took them.Photos on the site record. - 04
Progress
Each site moves along a kanban board, from “to start” to “completed”. The calendar shows upcoming start dates.
Progress asked for by phone.Progress visible from the office, live. - 05
Management
The budget per crew is read in a pivot table, and the team calendar shows everyone's workload and time-slot conflicts.
A summary to redo at the end of every month.Budgets and workload, calculated.
One source for everyone
- A single table. The planning, the map, the photos and the progress read the same records: nothing to copy out.
- Everyone sees their own sites. Rights are granted per application and per table, to a crew or a person.
- Everything stays with the company. The planning, photos and budgets are on its server.
Résidence Les Tilleuls
| Stage | In progress |
|---|---|
| Progress | 65% |
| Photos | 2 added this morning |
| Budget | €18,000 |
| Next start | Moulin, Thursday, crew B |
Start on Thursday. Crew B's next site already appears on the planning and the calendar.
Fictitious data.
Everyone's appointments, with no overlaps
Alongside the sites, a shared calendar holds each employee's client appointments, meetings, travel and absences.
- Colleagues invite one another.
- A time slot already taken is flagged before it is booked.
- Each employee's workload can be read at a glance.
Appointments, meetings, travel, absences.
Two appointments in one time slot: flagged straight away.
Each employee's planned time.
How to offer it to your clients
Who for
- Construction companies and tradespeople with several crews.
- Maintenance and on-site service companies.
- Any company whose planning lives on a whiteboard.
What you sell
- Setting up the sites, crews and stages.
- Onboarding for the office and the crews.
- Management views for the office: budgets, start dates, workload.
- Ongoing follow-up, from ProAdmin.
Lines that work
“The same planning for everyone.”
“Site photos on the record, not on people's phones.”
“Who is where, at a glance.”
What clients ask
Can the stages and crews be adapted?
Yes. They are application data: you change them without a developer.
Are journeys optimised?
Not in this case: the map helps with organisation. Route optimisation is the subject of another use case.
What runs this case
Does your clients' planning live on a whiteboard?
Offer them this case. ProSuite provides the platform and keeps it evolving; you keep the relationship and the advice.