The Operations Desk

The office side of a building company in one place: who is free and who has to say yes, where every machine is, every client and every property they've built on with you, project numbers a person can read out, and sub bills that agree with QuickBooks.

The operating system built exclusively for post-frame and barndominium builders.

Instead of: A whiteboard for who's where, a group text asking who has the skid steer, a Christmas-card list rebuilt by hand every December, and a bill paid in QuickBooks that still shows owing in the job file.

Calendar — Team, week of Oct 12
Calendar · Team
Week of Oct 12
FreePartly freeBookedOut“needs approval” = another division's person; request them, don't assume
PersonMon Oct 12Tue Oct 13Wed Oct 14Thu Oct 15Fri Oct 16
Ridgeline Builders
Emmett Boyd (me)
Project manager
Free after 7:30 AM
Free 7–10 AM, 11 AM–4 PM
Free 7–9 AM, 10 AM–1 PM, 2–4 PM
Free all day
Free all day
Warren Kizer
Framing Crew A
Booked
Booked
Booked
Free all day
Free all day
Gus Petrillo
Framing Crew A
Booked
Booked
Booked
Booked
Free all day
Ridgeline Mechanical & Dirt· booking someone here needs their manager's approval
Nate Ottinger
Division manager
Free 7:30–9 AM, 12–4 PM · needs approval
Free 7–10 AM, 11 AM–1 PM, 2:30–4 PM · needs approval
Free all day · needs approval
Free 7–8 AM, 9 AM–4 PM · needs approval
Free 7–10 AM, 11:30 AM–4 PM · needs approval
Sherman Ealy
HVAC installer
Free 7–9 AM, 12–4 PM · needs approval
Free all day · needs approval
Booked
Free 7–8 AM, 9 AM–1 PM · needs approval
Free all day · needs approval
Bess Harlan
Dirt-work operator
Free all day · needs approval
Free after 11 AM · needs approval
Free all day · needs approval
Free all day · needs approval
Free 7–10 AM, 11:30 AM–4 PM · needs approval
Otis Rourke
Dirt-work operator
Free all day · needs approval
Free 7 AM–1 PM, 2:30–4 PM · needs approval
Free all day · needs approval
Free all day · needs approval
Free all day · needs approval
Milo Ferrand
Dirt-work operator
Free all day · needs approval
Free all day · needs approval
Booked
Free all day · needs approval
Free all day · needs approval
Click anyone's day to see what it means for booking them.
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Scroll — 9 steps
Where it starts

Free isn't the same as yours to book

Like everything on this desk, the calendar is off until your account switches it on, so nobody's day changes before you decide. Team shows every person by day, down to the hour, with the build schedule's assignments already on it, and Month, Week and Day scroll straight through six months either side without reloading. Someone in the other division can be free on Thursday and still not be yours to book, so the cell says needs approval and the button says Request from Ridgeline Mechanical & Dirt. That division's manager answers: approve, approve somebody else, propose another time, or decline with a reason that's written down. Only an approval puts the person on the job. Each manager runs his own people, and nobody finds out he was lent out from the schedule.

Booking somebody else's man because the calendar said he was free is how two jobs end up expecting the same person on Monday.

Calendar — Requests, the division manager's inbox
Calendar · Requests
Nate Ottinger · manages Ridgeline Mechanical & Dirt

Waiting for you (1)

  • Otis RourkeWaitingfrom Ridgeline Mechanical & Dirt
    Thu Oct 15 · 7 AM–12 PM · Tyler & Kara Brooks — 40×60 Barndominium
    Asked by Emmett Boyd — “Pad prep before the slab pour — bring the skid steer.”

Time off to approve (1)

  • Milo Ferrand · PTO · 8h
    Thu Oct 15 · all day
    Reason (only approvers see this): Family wedding in Tulsa

Recently answered

  • Bess HarlanApprovedfrom Ridgeline Mechanical & Dirt
    Tue Oct 13 · 7–11 AM · Tyler & Kara Brooks — 40×60 Barndominium
    Asked by Emmett Boyd — “Trench for the electrical service.”
    Nate Ottinger: “Bess has it.”
  • Sherman EalyProposalfrom Ridgeline Mechanical & Dirt
    Wed Oct 14 · 7 AM–4 PM · Tyler & Kara Brooks — 40×60 Barndominium
    Asked by Emmett Boyd — “Set the HVAC rough-in sleeves before framing closes in.”
    Nate Ottinger proposed Otis Rourke, Mon Oct 19 · 7 AM–3 PM — “Sherman's on the Bixby set Wednesday — Otis can do it next Monday.”
  • Bess HarlanDeclinedfrom Ridgeline Mechanical & Dirt
    Fri Oct 16 · 8 AM–12 PM · Tyler & Kara Brooks — 40×60 Barndominium
    Asked by Emmett Boyd — “Walk the utility route with the electric co-op.”
    Nate Ottinger: “Bess is at the perc test in Broken Arrow Friday morning.”
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat one

Time off reads Out — the reason stays private

Ask for a whole day or part of one — out 1 to 4 on Thursday afternoon — and add a reason only the approvers will read. Everyone else sees Out. Approved time off and company holidays are hard stops: a booking over them is refused unless a manager overrides it and writes down why. People ask for time off when asking is easy, and nobody's appointment becomes office gossip.

A day off asked for in passing at the truck is a day off nobody wrote down until the crew was one man short.

Request time off — part of a day, private reason
Company calendar
Request time off
Day
Thu Oct 15, 2026
Reason (optional)
Once it's approved
Nate (your manager) sees: PTO — Dentist appointment · Thu Oct 15 from 1 PM · 3h
The rest of the team sees: Out · Thu Oct 15 from 1 PM
Your day on the Team view: Free 7–8 AM, 9 AM–1 PM
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat two

The week on the phone, with the addresses

Field roles open on My week: each day, where to be, the address, who else is there. Crew without a login ask for time off from their own field link, and anyone can put their calendar on their phone with a private link that's switched off in one click. A man who knows where he's going tomorrow is a man who shows up there.

A schedule that lives on the office whiteboard is a phone call every evening.

Calendar — My week on a phone
Calendar · My week
Nate Ottinger · Oct 12–16
Mon Oct 12
Free 7:30–9 AM, 12–4 PM
Today · Tue Oct 13
Free 7–10 AM, 11 AM–1 PM, 2:30–4 PM
Wed Oct 14
Free all day
Nothing booked.
Thu Oct 15
Free 7–8 AM, 9 AM–4 PM
Fri Oct 16
Free 7–10 AM, 11:30 AM–4 PM
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat three

One scan, one tap, and the machine is checked out

Every machine carries a QR tag. Scan it with the phone's camera — no app — and the return times are the check-out: tap Tomorrow 5 PM and it's yours. The phone's location is read once, at the scan, to say which job it's on; nothing tracks anybody after that, and the page says so. A machine that's down for service says so before anyone loads it. Field people do the easy thing, so the easy thing is the whole job.

A sign-out sheet on the shop wall is accurate until the first busy morning.

The QR tag's page on a phone
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat four

Haul it job to job, not back to the yard

When a machine's booking ends at one job and its next one starts at another within two days, Moves suggests the direct haul — Coweta on Sunday to Bixby on Monday, skipping the trip back to the yard — with the miles marked as an estimate. Demand reads the live schedule and turns a day red when two jobs need more skid steers than you own, and Book only ever pencils in a tentative booking. The yard plans the week from the schedule, not from the loudest phone call.

Every machine going back to the yard between jobs is fuel and a morning nobody had to spend.

Equipment — Moves
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat five

Every client on one list the work keeps current

Search by name, phone, email, address or project number and the client is there, with every project and property and which divisions have worked for them — read live from the jobs, not copied into another list. Possible duplicates are put side by side to merge or mark as different; nothing is merged for you. The holiday-card list exports as Avery 5160 labels or a spreadsheet, and anyone marked do-not-mail is always left off. December's card list takes a minute instead of a weekend.

A client list somebody rebuilds by hand every December is out of date by January.

Client directory

Client directory

Every client across your divisions, with their properties, project numbers and how they want mail.

Duplicates4Export
11 clients
Tyler & Kara Brooks
Brooks place
26-BROOKS-001
BuildersMechanical
Holiday card
Dawson Hoover
Home place
26-HOOVER-011
BuildersMechanical
Holiday card
Paige Kauffman
1153 Mill Creek Rd
Mechanical
—
Paige Nolt
7712 S Elm Pl
25-NOLT-010
Builders
Holiday card
Aaron Reinford
8805 E 121st St S
25-REINFORD-014
Builders
Holiday cardMail OK
Ashley Ruth
902 N Elm St
26-RUTH-008
Builders
—
Hunter Sheaffer
Wagoner, OK
26-SHEAFFER-004
BuildersMechanical
Holiday card
Justin Stoltzfus
3300 W Kenosha St
26-STOLTZFUS-009
Builders
—
Leah Weaver
4101 Buckwalter Rd
26-WEAVER-006
Builders
Holiday cardMail OK
Nicole Weaver
6120 S 193rd E Ave
26-WEAVER-001
BuildersMechanical
Holiday cardMail OK
Jenna Yoder
2207 N Main St
25-YODER-007
Builders
Do not mail
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat six

The property remembers what the owner forgets

A property is its own record, made from the project address, with its owners on a dated timeline — Transfer ownership closes one owner and opens the next, it never erases anyone. Every project built there is listed on it, its service history runs from install through every visit, and the equipment installed there carries its registration deadline, with the installing division reminded before it passes. The next owner's service call starts with the whole story.

When service history lives under the owner's name, it leaves with them the day the house sells.

Property — 1153 Mill Creek Rd
Property

1153 Mill Creek Rd

1153 Mill Creek Rd, Wagoner, OK 74467
Owned by Paige Kauffman · Wagoner County · Parcel 73-0214-118
MapEdit
  1. Hunter Sheaffer Owner · Feb 2, 2026 → Sep 14, 2026
    Sold the place after the build
  2. Paige Kauffman Owner · Sep 15, 2026 → now
    Bought from Hunter Sheaffer; warranty transfer filed
  • 26-SHEAFFER-004Hunter Sheaffer — 30×50 ShouseBuilders · Complete · 2026
Trade work on these projects
  • HVAC — 3-ton heat pump, ducted · Mechanical · complete · 26-SHEAFFER-004
  • Pad & driveway base · Mechanical · complete · 26-SHEAFFER-004
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat seven

A project number you can read out on the phone

Pick the format once and every new job gets a number like 26-BROOKS-001 — the year, the client's surname and a running count. It is issued once, never changes through a rename or a finished job, and is never reused; existing projects can be numbered in one step. Search by it anywhere, and it's the number a trade division's own app uses to land its jobs on the right house. Two people talking about a job finally mean the same job.

"The Brooks job — no, the other Brooks" is a conversation a number ends.

Settings — Project numbers

Project numbers

A readable number on every project — like 26-SMITH-042 — that never changes, even after the job closes. Other systems (your trade division's field app, accounting) quote it to find the right job.

Next project would be 26-SMITH-019 (for a client named Smith)
Save
Existing projects

18 numbered · 7 active or completed without a number. New projects are numbered the moment they're created.

The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Beat eight

A bill paid in QuickBooks reads paid here

A sub's bill for $10,000 with $6,000 paid in QuickBooks reads $4,000 owed here, with how late it is. Recording a payment and sending the money are two different buttons — only a payment marked sent goes to QuickBooks. A void or a reversal keeps the row, the reason and who did it, and when the two disagree it lands in Needs a look with a one-click fix. We build exclusively for post-frame and barndominium builders, and their office should never have to ask whether a sub got paid.

A bill paid in one system and owing in the other is a sub calling to ask where his money is.

Accounting — Bills

Outside subcontractor bills and what’s been paid on them — the same here and in QuickBooks, whichever side the payment was made on.

Outstanding
$14,300
3 open · 2 late
Over 30 days late
$0
Recorded, not sent
$800
written down — money hasn’t left
Retainage held
$750
due when the work is done
How late, by due date
Not due yet
$2,800
1–30 days late
$11,500
31–60
$0
61–90
$0
Over 90
$0
$4,000.00
owed of $10,000.00
Sent
$6,000.00
Recorded, not sent
$0.00

Rough-in plumbing, progress bill 1

  • $6,000.00Oct 3, 2026 · Check 5521Sentfrom QuickBooks
$2,800.00
owed of $4,800.00
$7,500.00
owed of $7,500.00
QuickBooks: $7,000.00
The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
Every part of it, in detail
Company calendar and staff requests
One calendar for the whole company — job assignments, meetings, site visits, time off, holidays and equipment — that scrolls six months back and six ahead, and where free time in another division reads needs approval until that division's manager says yes. Built exclusively for post-frame and barndominium builders.
Equipment tracking with QR tags
Know where every trailer, skid steer and lift is, who has it and when it's coming back — the crew checks it out with one scan of a QR tag, and the office sees bookings, moves and upcoming demand without typing anything twice. Built exclusively for post-frame and barndominium builders.
Client Directory
Every client across every division in one searchable list — properties, project numbers, mailing preferences and exports, without keeping a second list.
Property Records
Every project, owner, service visit and installed unit at one address — a history that stays with the land when it sells.
Readable Project Numbers
A number like 26-SMITH-042 on every project that never changes — so every system and every division points at the same job.
Sub bills and payments, two-way with QuickBooks
A $10,000 sub bill paid $6,000 in QuickBooks shows $4,000 owed here — partial payments, voids, reversals and vendor credits kept the same on both sides, with recorded and actually sent kept apart.
The crew app
Your crew's whole day on their own phone — clock, swipe camera, checklist, Blocked, the job chat — and a record that shows every man his own growth, down to his next raise. One link each, no password, built exclusively for post-frame and barndominium builders.
House Book — the homeowner's record of their build
At closeout, one branded record of the build — colours and selections, paint, equipment and warranties, who worked on the home, key dates, as-built plans and maintenance notes — compiled from the job, shared on the homeowner's page for good and printable as a PDF.
QuickBooks Online
Connect your own QuickBooks company and customers, invoices, jobs and payments move between the two on their own — nothing gets keyed in twice.
THE SYSTEM, END TO END

Run the office
behind your jobs.

The office side of a building company in one place: who is free and who has to say yes, where every machine is, every client and every property they've built on with you, project numbers a person can read out, and sub bills that agree with QuickBooks. Thirty minutes with Keith, on one of your real structures — and the link we build is yours to keep whether or not you go any further.

leads2build.com
A telehandler setting steel on site
Calendar — Team, week of Oct 12
Calendar · Team
Week of Oct 12
FreePartly freeBookedOut“needs approval” = another division's person; request them, don't assume
PersonMon Oct 12Tue Oct 13Wed Oct 14Thu Oct 15Fri Oct 16
Ridgeline Builders
Emmett Boyd (me)
Project manager
Free after 7:30 AM
Free 7–10 AM, 11 AM–4 PM
Free 7–9 AM, 10 AM–1 PM, 2–4 PM
Free all day
Free all day
Warren Kizer
Framing Crew A
Booked
Booked
Booked
Free all day
Free all day
Gus Petrillo
Framing Crew A
Booked
Booked
Booked
Booked
Free all day
Ridgeline Mechanical & Dirt· booking someone here needs their manager's approval
Nate Ottinger
Division manager
Free 7:30–9 AM, 12–4 PM · needs approval
Free 7–10 AM, 11 AM–1 PM, 2:30–4 PM · needs approval
Free all day · needs approval
Free 7–8 AM, 9 AM–4 PM · needs approval
Free 7–10 AM, 11:30 AM–4 PM · needs approval
Sherman Ealy
HVAC installer
Free 7–9 AM, 12–4 PM · needs approval
Free all day · needs approval
Booked
Free 7–8 AM, 9 AM–1 PM · needs approval
Free all day · needs approval
Bess Harlan
Dirt-work operator
Free all day · needs approval
Free after 11 AM · needs approval
Free all day · needs approval
Free all day · needs approval
Free 7–10 AM, 11:30 AM–4 PM · needs approval
Otis Rourke
Dirt-work operator
Free all day · needs approval
Free 7 AM–1 PM, 2:30–4 PM · needs approval
Free all day · needs approval
Free all day · needs approval
Free all day · needs approval
Milo Ferrand
Dirt-work operator
Free all day · needs approval
Free all day · needs approval
Booked
Free all day · needs approval
Free all day · needs approval
Click anyone's day to see what it means for booking them.
The Operations Desk — Leads2Build