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Industries · Specialty building

Daybook for specialty building trades.

Glass & glazing, commercial openings, chimney & fireplace services and solar & renewable energy: what Daybook does for each one, in that trade’s own words.

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Glass & glazingCommercial openingsChimney & fireplace servicesSolar & renewable energyAll trades

Glass & glazing

The CRM that holds the sizes you signed off.

Daybook runs a glass shop end to end: the quote is built from your own price list — glass by the square foot, holes and notches each; the client signs off the sizes; a handover rides on every job but a board-up, 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 “Kyle Dube — Storefront & curtain wall” in Daybook, and its brief: “Work starts Monday, October 12”, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves, what is waiting on us and the next step.

Glass & glazing

The CRM that holds the sizes you signed off.

Daybook runs a glass shop end to end: the quote is built from your own price list — glass by the square foot, holes and notches each; the client signs off the sizes; a handover rides on every job but a board-up, 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.

  • An eighth short, after the oven. The measure and template sheet keeps the count of lites, the glass type and thickness, every size taken square and plumb, the photographs of the opening and the client’s signature on the sizes — on the job, where the office can find it when the quote is written.
  • What the opening was hiding. The install day report keeps the date, the lites set and the photographs, with places for what was found at the opening, the cure time given to the client and what is left for the next visit — and the change order goes on the job, for the extra work the client approves on top of the original quote.
  • The shower used before the silicone cured. The handover and glass care sheet is done with the client: every door and panel operated with them, what was handed over — the care sheet, the cure time before use — the photographs after and their sign-off, with a place for the deficiency list. The job is not complete until it is answered.
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Commercial openings & hardware

The CRM that quotes by the opening.

Daybook runs a commercial openings company end to end: the quote is built opening by opening from your own labelled price list; a closeout and keying handover — every opening operated, the keys handed over, the sign-off — rides on every opening package, 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 “Ivan Singh — Fire-rated opening” 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).

Commercial openings & hardware

The CRM that quotes by the opening.

Daybook runs a commercial openings company end to end: the quote is built opening by opening from your own labelled price list; a closeout and keying handover — every opening operated, the keys handed over, the sign-off — rides on every opening package, 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.

  • A door schedule priced in a spreadsheet. Your price list is already labelled — frames knock-down, welded or slip-on, doors and their preps, hardware sets, cylinders and cores, install by the opening — so the quote is written opening by opening from your own prices, with the margin beside the price on every line.
  • The wrong handing, six months later. The takeoff and submittal record keeps the drawing set and its revision, every opening by number, size, handing and wall, the hardware sets and keying, where the submittal stands and the conflicts found on the set — signed off on the schedule, on the job.
  • Keys nobody can count. The closeout and keying handover rides on every opening package: every opening operated and latched, what was handed over — keys, cores and the control key, the final hardware and keying schedules, the manuals — the photographs after and the sign-off, with a place for who the keys were counted out to. The job is not complete until it is answered.
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Chimney & fireplace

The CRM that books the sweep.

Daybook runs a chimney company end to end: a request becomes a booked service call, the sweep prices it at the hearth from your own price list, and the sweep record, the inspection report and the first-fire sheet are filled in on the phone — the creosote found, the verdict, whether it is safe to use. Then the invoice, with GST/HST by province.

See the schedule
The job “Felix Thompson — Sweep & creosote” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, what is time-sensitive, the key facts, what the customer asked for (each with the message it came from) and suggested next moves.

Chimney & fireplace

The CRM that books the sweep.

Daybook runs a chimney company end to end: a request becomes a booked service call, the sweep prices it at the hearth from your own price list, and the sweep record, the inspection report and the first-fire sheet are filled in on the phone — the creosote found, the verdict, whether it is safe to use. Then the invoice, with GST/HST by province.

  • Is it safe to light tonight. The sweep visit record wants the appliance on the flue, the work done, the stage of creosote found and whether it is safe to use as left — with what was seen on the way and what is recommended.
  • The insurer wants the report. The inspection report is one sheet: the level, why it was asked for, the appliance and fuel, what was checked, the findings, the verdict and a photograph of every finding.
  • The liner is in, and where is the paperwork. The install and first-fire sheet wants what went in, the checks made before leaving, whether the warranty was registered and the owner shown how to run it, with the photographs and the customer’s sign-off — and the job is not complete until it is filled in.
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Solar & renewable energy

The CRM that runs a solar job from assessment to handover.

Daybook runs a solar company end to end: the site assessment written down and the quote built from your own labelled price list; a commissioning and handover sheet — what was installed, the checks, 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 “Ana Dube — Battery, backup & EV” in Daybook, and its brief: “Work starts Monday, October 5”, 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).

Solar & renewable energy

The CRM that runs a solar job from assessment to handover.

Daybook runs a solar company end to end: the site assessment written down and the quote built from your own labelled price list; a commissioning and handover sheet — what was installed, the checks, 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.

  • Pricing a system from the last quote. The quote builder prices from your own labelled list — panels and install labour by the panel, rail by the foot, inverters, batteries, crew days, the permits and the interconnection paperwork each on their own line — with the margin beside the price on every line.
  • The handover nobody wrote down. The commissioning and handover sheet rides on every job: what was installed, the commissioning checks, whether the inspection passed, where the utility and the paperwork stand, what the owner was handed — the monitoring login, the as-built layout, the shut-down card — with the photographs after and their sign-off. The job is not complete until it is answered.
  • A layout drawn before anyone stood on the roof. The site assessment and design notes ride on every job: where the array goes, the roof’s age and covering, what was found — shading, a roof near the end of its life, a tight service — the service and the meter, and a year of the customer’s usage, with the photographs before and their sign-off.
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See it on your own jobs.

Start on Crew, bring a real quote from your shop, and watch it built in Daybook — your costs, your products, your paperwork.

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