For when there is more than one of you
Once someone else is going to the job, you need to know three things: who is going, who can see the prices, and what each job made. The Crew plan is built around those, for up to 10 people.
30 days free. No card needed.
Who is going
Assign the job
Pick who is going when you schedule it. Each person sees their own jobs on their own phone, and can put them on the calendar they already use.
The crew board
Each person side by side, for the day. Drag a job to another person or another time. On a phone, open the job and reschedule it there.
The customer knows who is coming
The email that says someone is on the way names them, and the customer's own page shows the name and photo of whoever is booked. How scheduling works.
Who sees what
| Role | What it is for |
|---|---|
| Owner | Full control. For a business partner, not for staff. A business can have more than one. |
| Office | Quotes, invoices, scheduling, customers and reports. |
| Crew lead | Runs the schedule and writes quotes. No invoices and no costs. |
| Field tech | Sees their own jobs. Adds photos, notes and receipts. |
Only people who are given cost access see what a job cost and what it made. On the Shop plan you can also switch a single permission on or off for one person.
You invite each person by email. They sign in with that address and need no password. Each one uses TailGateBid in English or in Spanish: how the two languages work.
Leads
Leads is a board with a column for each stage: New, Contacted, Quoted, Won and Lost. A request from your website's form, or from a customer's own page, lands in the first by itself.
Each lead carries where it came from, a rough value and a day to follow up. One tap turns it into a quote.
What the job made
Sample Lawn Care Co.
Mulch for the front beds
- Labor to spread the mulchQty 6 hours$450.00
- MulchQty 4 cubic yards$260.00
- Green waste hauled awayQty 1 load$90.00
- Subtotal
- $800.00
- Sales tax (7.25%)
- $18.85
- Total
- $818.85
Deposit due on approval: $81.89
Before you ask for a deposit on work at a home, check what your state or province allows.
Only you see this part. Your customer never does.
- What it costs you
- $477.00
- What is left for you
- $323.00
You keep about $40 of every $100
Shop, when you outgrow Crew
Shop is $149 a month, for up to 50 people. It adds full reports and exports, and permissions set person by person. Compare the three plans.
Every plan starts with 30 days free, with all of this switched on. Is it just you for now? TailGateBid for a one-person business.
Related
- PricingThree plans, priced by the month, each with a free trial.
- SchedulingDay, week and month, jobs that repeat, and an email when you are on your way.
- English and SpanishEach person works in English or Spanish, and each customer gets the one you set for them.
- One-person businessSell the job, do it and send the bill, from one phone.