crawdad

track work from intake to completion with checklists, notes, and assignees.

see what's in flight, scheduled, and done at a glance.

time tracking lives in bobwhite. tag a punch with a crawdad job code so the hours roll up to the right job.

if you have a team, every job needs an owner. crawdad's assign feature pins each job to a specific person, so you (and they) know who's responsible — and who needs to update the status.

when work is done, the invoice should mention the job — both for your records and so the customer knows what they're paying for. crawdad creates the invoice from the job in two clicks.

for jobs that repeat on a schedule. set it up once and crawdad creates the next instance for you on the right day, with all the same details — customer, address, notes.

the list view is great for getting things done one at a time, but the calendar view is how you plan. it shows everything scheduled — jobs, recurring jobs, time blocks — laid out by day.

the moment work wraps, two things should happen: status flips to complete, and the invoice goes out. crawdad does both in one screen so nothing slips between done and paid.

the stat row at the top of crawdad's today page is the daily glance. four numbers tell you whether today's set, what the rest of the week looks like, what's mid-flight, and how much revenue you've banked this month.

crawdad's three tabs are three lenses on the same data. today is your daily focus. calendar is the planning view. all jobs is search + filter for anything in the system.

every job card on the today list has three quick-action buttons in the top-right corner. one click flips status without opening the detail sheet.

click any job to open the detail sheet on the right. every field — title, customer, location, when, recurrence, price, notes — saves the moment you tab out. no save button.

weekly mowing, monthly cleaning, every-other-week maintenance. the recurrence picker handles the standard cadences and lets you cap the run with an end date or a count.

for customers with multiple sites — an hoa with five buildings, a property manager, a chain — the location picker appears under the customer field. pin each job to the right site so the address on the invoice matches the work you did.

every job ties back to a dragonfly contact. the picker searches your client list as you type. brand-new customer? add them inline without leaving the form.

billing rule lives on the dragonfly contact, not the job. it tells crawdad how to draft the invoice when you mark a job done — one per visit, batched into a monthly rollup, or skip auto-drafting entirely.

for customers on the manual billing rule (or one-offs you didn't set up auto-drafting for), the "convert to invoice" button at the bottom of a completed job's detail sheet does it on demand.

for customers on the monthly billing rule, every completed crawdad job in a calendar month adds a line item to the same pawpaw draft. one invoice goes out at month-end with every visit on it.

the calendar tab is a draggable month grid. grab any job and drop it on a different day to reschedule. recurring child occurrences aren't draggable — edit the rule on the parent job to shift the whole series.

the all-jobs tab is the searchable table view. type into the search bar to find jobs by title, notes, customer, or company. filter by status and time range to narrow further.

when a customer accepts a quote in mayhaw, the customer + price are already nailed down. one click drops a matching crawdad job onto your schedule.