Siding, soffit & fascia

The CRM that records what the old siding hid.

Daybook runs a siding company end to end: the quote built from your own labelled price list, by the square; the bare wall photographed on the tear-off inspection before it is covered; a completion walkthrough — the magnet sweep, the client’s sign-off — rides on every job type, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

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The job “Leah Whitfield — Full re-side” in Daybook, and its brief: “Work starts Wednesday, October 7”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts and what the customer asked for (each with the message it came from).

The rules the trade lives under

Built around the paperwork a siding contractor already answers to.

The walkthrough, before the job is done

A full re-side, a repair or storm damage job, a soffit and fascia job, a trim and wrap job, a new build and commercial cladding do not close without what was checked, whether the magnet sweep was done and the nails and staples picked up, whether the scaffold is down, the bin gone and the beds and lawn tidy, the photographs of each elevation after and the client’s sign-off.
The bare wall, before the new siding covers it

The tear-off and wrap inspection records the date, the elevations stripped that day, what was found behind the siding, whether the house wrap is on with the seams taped and lapped over the flashing, whether sill pans and window flashing are in at every opening, the photographs of the bare wall before it is covered and the tech’s sign-off, with places for the sheathing replaced, the insulation board or strapping and a change order. Attached to every full re-side, new build and commercial cladding job.
Ontario’s rules for contracts signed at a client’s home

A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.
Provincial OH&S hazard assessments (FLHA)

FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not work out the squares, speak to an insurer or register a manufacturer’s warranty. The sheets record what was measured, what was under the old siding and what was checked at the end, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every siding company knows.

Pricing a re-side from the curb

A two-storey gets priced from the street: the squares guessed, the windows counted on the way back to the truck, the scaffold left off — and the number said on a Tuesday is the number you live with until the last course is locked.

In Daybook The site measure keeps what is on the house now, the storeys and access, the squares and the photographs of each elevation; the quote is built from your own labelled list — siding and tear-off by the square, house wrap by the roll, trim and soffit by the foot, trim wrap by the opening, the scaffold by the day — with the margin beside the price on every line.

The rot behind the old siding

The north wall comes off and the bottom courses of sheathing are soft. Was it in the quote? Did anyone photograph it before the wrap went on? Once the new siding is up, nobody can check.

In Daybook The tear-off and wrap inspection keeps what was found behind the siding, whether the wrap was taped and lapped over the flashing, whether the sill pans went in, and photographs of the bare wall before it is covered — with places for the sheathing replaced and a change order, and rot and framing repair on your price list by the hour.

A staple in the driveway, a vent left covered

The house looks new from the street. Then a tire finds a staple, the dryer vent is still behind the siding, and the bin sits on the lawn for another week.

In Daybook The completion and walkthrough is done with the client: what was checked — the courses, the corners, the caulking, the vents, the eavestrough — whether the magnet sweep was done, whether the scaffold is down and the bin gone, the photographs after and their sign-off. The job is not complete until it is answered.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

Larkspur

The smart thermostat, please.

We start Monday.

Done before the 24th?

The customer

The office

The crew

Our furnace keeps shutting off

Side-wall vent. Narrow door

Your quote is attached

3 photos

Done before the 24th?

Gate code 4471. Mind the dog

Checklist done

Please send the thermostat finishes

We start Monday the 19th

Do you take the old furnace away?

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

Our furnace keeps shutting offThe customer, by email
Side-wall vent. Narrow doorThe crew, from the site
Your quote is attachedThe office, by email
3 photosThe crew, from the site
Done before the 24th?The customer, by text
Gate code 4471. Mind the dogThe office, to the crew
Checklist doneThe crew, from the site

The gate code, pinned. Said once in an email, and now at the top of the job for the crew.
The deadline. What is time-sensitive, and by when.
What the customer asked for. Each request, with the message it came from.
What we owe, and the next step. One next step, and a button that starts it.
What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The siding toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — siding gets its own words and tools: the visit before the quote is a site measure; a labelled siding price list in the quote builder; three siding sheets; and drafts, replies and job summaries that say squares and elevations, tear-off, house wrap, flashing and sill pans, insulation board and strapping, lap, Dutch lap, board & batten and shakes, exposure, J-channel, starter strip and corner posts, wrap and capping, soffit and fascia, sheathing, scaffold and lift the way a siding crew does.

The price list

Priced by the square, the foot and the opening.

Daybook gives you a labelled siding price list to quote from: installers, labourers and rot and framing repair by the hour, and labour-only installs by the square; tear-off by the square — vinyl or aluminum, wood or fibre cement, a second layer; sheathing and insulation board by the sheet, house wrap and tape by the roll, window and door flashing by the opening, rainscreen strapping by the square; vinyl, premium or insulated vinyl, fibre cement lap and panel & batten, engineered wood, cedar bevel or channel, cedar shakes, board & batten, steel and vinyl shakes and accents by the square; starter strip, J-channel, corners, utility trim, window and door trim and frieze and band boards by the foot, aluminum trim wrap by the opening, coil stock by the roll, blocks and vents each, caulking by the tube; vented soffit, aluminum fascia, a rotten fascia board replaced and the eavestrough off and back on by the foot; scaffold and lift by the day; mobilization, the minimum charge and a custom colour; the bin, haul-away and dump fees; and the painter, the windows and the electrician carried through. Your own prices go on it, and every quote and invoice reads from it.

By the square siding and tear-off by the square, trim and soffit by the foot, openings by the each — each a line from your own price list

Quoting

The request

A request becomes a site measure. Then a quote.

Every request lands on one board with its job type — a full re-side, a storm repair, soffit and fascia, trim and wrap, a new build, commercial cladding — and one button: Schedule a site measure. Walk every elevation, count the squares and the openings, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

Scheduling

The requests board in Daybook: “Hana Oyelaran — Commercial cladding” and “Bianca Fitzgerald — New construction”.

The paperwork

Three sheets, written for siding crews.

A site measure and exterior inspection for the walk round every elevation before the quote. A tear-off and wrap inspection for the bare wall, before the new siding covers it. A completion and walkthrough for the end of the job. All three attach themselves to the right jobs, and the walkthrough will not let one close unfinished.

The crew app

The checklists in Daybook: “Site measure & exterior inspection” and “Tear-off & wrap inspection”.

Safety on site

The FLHA, filled in on the phone. Filed before the first panel comes off.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments

A finished job in Daybook: Job finished, Generate warranty and Closeout.

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every installer and labourer has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people on the scaffold alone.

Workflow	Field-service platforms priced per user	Daybook
Currency	Often billed in US dollars — the exchange rate and your card’s foreign fee ride along.	Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew	Typically an extra monthly fee for every field user past the plan’s cap.	Field seats free and unlimited on Crew and Company — every installer and labourer gets the app.
Siding tools	A generic quote form; the squares and the openings live in a spreadsheet.	A labelled siding price list by the square and the foot, three siding sheets, and change orders and subcontractor links on the job page.
Canadian tax and mileage	Usually an accounting add-on, or by hand.	GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website	Usually a separate builder, or a designer.	A siding site template on every plan, with a full-exterior page and a quote-request form that mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Siding runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on Crew See the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a siding company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The siding price list is already labelled, from the installer’s hour to a square of vinyl and a roll of house wrap. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The siding template is already written for the work, with a full-exterior page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions siding companies ask.

Is there a siding estimator?

No — the builder prices from your own labelled list, and there is no takeoff that works out the quantities. You measure the squares and the feet of trim and soffit, and count the openings; the list carries siding and tear-off by the square, house wrap by the roll, sheathing and insulation board by the sheet, flashing and trim wrap by the opening, starter strip, J-channel, corners, soffit and fascia by the foot, with your own prices on it.

Which jobs will it not let me close?

Every siding job type — a full re-side, a repair or storm damage job, soffit and fascia, trim and wrap, a new build and commercial cladding — carries the completion and walkthrough: what was checked, whether the magnet sweep was done and the nails and staples picked up, whether the scaffold is down, the bin gone and the beds and lawn tidy, the photographs of each elevation after and the client’s sign-off. It is yours to edit.

Does it keep a record of the wall before it is covered?

Yes. The tear-off and wrap inspection rides on every full re-side, new build and commercial cladding job: the elevations stripped that day, what was found behind the siding, whether the wrap is taped and lapped over the flashing, whether sill pans and flashing went in at every opening, and photographs of the bare wall before it is covered — with a place to flag a change order for what the old siding hid.

Does it handle insurance claims?

It keeps the job sorted and tagged: a damaged section or a storm claim on its own is filed as repair and storm damage, Insurance claim is a tag on the job and the quote, and an insurance adjuster or a storm canvass can be where the client came from. The site measure has a place for hail or woodpecker damage among the issues found, beside the photographs of each elevation. Daybook does not speak to an insurer or file a claim.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own siding lines and trim profiles alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does an installer cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work up on the scaffold with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real house. Watch it priced.

Your own numbers beat any feature list — start the trial, measure one house and price it from your own list.

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14-day free trial · No credit card · Bring your client list