We work closely with industry experts and hand draft how each trade runs, so a matched trade starts with a working workspace on its first day. For any other business, we build a workspace from what you wrote. You confirm nothing first, and you change it afterwards in your own words.
You describe your business at sign up, in as much detail as you care to give. While you wait on your home screen, we plan your tables, screens and cards from what you wrote.
Quick Glance
Working out how to set this up for you
Quick Glance while your workspace is planned, before it is built
Once the plan is made, the build starts on its own, naming each table and screen as it makes it. You do not confirm anything first. Your home screen opens on the finished board, with every card in place.
Before it hands the workspace over, it tests each new table with a record that it adds, changes and then removes again, so your lists start empty.
Ask Scout
Set up your workspace
4 of 4 parts decided
Making the Appointments table
On your phone
A draft of the phone layout. The cards fill in once the workspace is built.
Today
Money owed
Building this part.
The build under way, naming what it is making
Once your workspace is built, the banner lists what the build made and holds a box for changes. Type what should be different, such as a field to add or a card you do not need, and we make the change straight away.
Deleting anything that holds records you entered still needs your yes first.
Your workspace is built
4 tables · 3 dashboards · 3 cards
Setup is not the end of it. The assistant opens from the dashboard's own toolbar, and takes the same plain description: ask for another table, a dashboard changed, or a client-facing page written.
Ask Scout
Tell me what you do, and I'll help set your database up, e.g. "I run a plumbing company with 10 employees, I want to track jobs, invoices, and payroll."
What a brand new company sees first
In the assistant panel, it drafts into the workspace you already have and shows you what it intends to do first. When something is unclear, the draft starts with a quick question for you. Ask for a field renamed or a table split and it adjusts the same draft instead of starting over.
Ask Scout
Here is what I would create. Tell me to go ahead and I will build it:
Jobs
Job number, Client, Address, Status, Scheduled date, Quoted amount
Invoices
Invoice number, Job, Issued, Due, Amount, Paid
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