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Every job's deadlines

Your job dates, all in one place.

From survey to paid, your jobs' deadlines sit in one place: the 14 days a customer has to cancel, the grant voucher, the install, the certificates and the paperwork after it. Every morning it tells you what needs you, and why, with a button to sort it.

The video 2:20

How it works

  1. Green Lane's Where it's up to: survey done, quote accepted, the voucher runs out 31 October, the install not booked, then paperwork and paid.

    Step 1

    It keeps every job's dates.

    They come from your job software and your inbox. When the DNO's go-ahead lands, it's filed in the job, and the job moves on.

  2. The home's Needs you: Green Lane and Mill Close due now, and Birch Way due soon, each with the reason.

    Step 2

    It tells you what needs you.

    Each one comes with the reason, like "The voucher runs out in 9 days and the install isn't booked."

  3. Green Lane, due now: the voucher runs out in 9 days and the install isn't booked, with Book the install.

    Step 3

    One tap to sort it.

    Book the install, and Ask lines it up for your OK.

What it reads

  • Your job software: each job's stage, and its dates.

  • Your inbox: emails that move a job on, like the DNO's go-ahead.

  • Your calendar: when installs and visits are booked.

Each item in Needs you says why it's there, and what it costs if it slips.

Questions

Which deadlines does it track?

The ones on your jobs, whatever the work: the 14 days to cancel, grant vouchers, installs, certificates and notices, warranty registrations, and landlords' safety checks and renewals.

Where do the dates come from?

Your job software, your inbox and your calendar. When an email moves a job on, like the DNO's go-ahead, it's filed in the job.

See the other parts

Get in touch

To see how it would work for you, email or call. It starts with a conversation about how your firm works, and what takes up your time.

Or reply to the message this link came in.