Process that stays consistent while it improves
Templates are drafted, published and superseded. Live projects hold snapshots.
Checklist templates move through draft, published and superseded states. When a project spawns its checklists it takes a snapshot, so improving a template next month never rewrites the process a job in production has already been following.
How templates behave
Draft safely
Edit a draft as long as you like, preview it, and roll it back before anyone sees it.
Publish deliberately
Publishing supersedes the prior version and applies to new work from that moment.
Context-aware rollout
Post-approval tasks appear based on what the job actually is, rather than showing every possible step on every job.
See it against your own numbers
We load your pricing and your cost book before your team ever logs in.