What you lose without it
The week is in three places: the job system, the group chat and the owner's head. A job runs over and nobody reprices the next one. A booking gap at 2pm is discovered at 2pm. The crew learns tomorrow's site at 6am tomorrow.
What it holds
A view, not a second system: jobs or bookings by day and person, status against plan, hours logged against quoted, gaps and double-bookings, and jobs finished but not invoiced. A crew or floor view that shows each person only their week.
What it reads from
Your job or booking platform (ServiceM8, Tradify, Simpro, AroFlo, Cliniko, Halaxy, Mindbody, FareHarbor, Rezdy, Square Appointments, a Google Calendar) by connection or export. Nothing writes back.
What the morning check says about it
"Two jobs finished Friday, not invoiced." "Thursday has a three-hour gap at Shellharbour; two waitlisted clients." "Job 218 is 40 percent over quoted hours."
Where a spreadsheet stops being enough
This module never was a spreadsheet; it reads the platform. The limit is the platform's own export or API, which is why the Snapshot checks what yours can give before anything is promised.
Problem: which jobs actually made money
Starts at: From the Board. Levels → · Get a price →
All modules: Compliance and registers · Quotes and price book · Money view · Clients and pipeline · Knowledge base and procedures · Staff onboarding and training · Morning brief and reports · Inbox and admin · Suppliers, stock and purchasing · Marketing, reviews and content · Handover and owner-away
Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.