Next Actions
Selected Job
Select A Job
Project documents, selections, and internal tracking.
Open Documents
Document Command Center
Field Coordination
Assigned Field Items
Track work requests by job, who they go to, and what still needs to be handled in the field.
New Entry
Add Field Item
This first build keeps the work item tied to the selected job and gives you a quick text handoff.
Selections
Homeowner Selection Center
Review and update the selection categories for this job without leaving Workbase.
Upload Buckets
Project Documents
These are only the project-record document buckets like plans, surveys, permits, and invoices.
Recent Uploads
Cost Tracking
Pricing
Enter quote amounts by category. Quote and actual totals update automatically while you build the job.
Project Timeline
Project Contacts
Contacts For This Job
Job Specific
Add Contact
Use this for a homeowner, bank inspector, decorator, designer, or other contact tied only to this job.
Selected Job Admin
Tools For The Current Job
These items use the selected job or the admin upload target.
Admin Intake
Target Job For Uploads
Choose the job for incoming admin uploads.
Job Details
Edit Selected Job
Update the selected job name, stage, and contact details.
Job Setup
Create New Job
Create a new project record.
Document Intake
Project Record Uploads
Add project-record PDFs here.
Selections Intake
Selection Uploads
Add selection PDFs here.
Company Admin
Global Tools For Every Job
These lists and settings are shared across the whole Workbase.
Company Phone List
Subs And Contacts
This is a global contact list shared across all jobs. Save frequent numbers once, then pick them when assigning Field Items.
Import From Contacts
Drop VCF Contact Files Here
Pick from phone contacts when your browser allows it, or import exported iPhone contact cards.
Contact Cloud Sync
Use this after importing contacts on one device so they show up everywhere.
Saved Contacts
Open the full list only when you need to review, call, email, use, or delete a contact.
Data Protection
Backup Current Jobs And PDFs
Export creates a snapshot of the jobs and uploaded files currently in this browser. If you add new jobs later, export again to capture them in a new backup file.
Cloud Storage
Supabase Builder Sync
Sync jobs and PDFs with cloud storage.