Docs›Field Guide

Field User Guide

Field is CDB's internal job management platform. This guide covers the core workflows for David, Phil, and Jerry.

Getting Started

Login

  1. Go to buildbase.vercel.app
  2. Enter your access token (ask Jerry if you don't have one)
  3. You're in — Field stays logged in until you sign out

Users

| Token | User | |-------|------| | david-7894 | David | | jerry-9274 | Jerry | | phil-field | Phil |

Jobs

Jobs Pipeline (/jobs/pipeline)

The kanban-style view of all jobs in progress. Columns: Lead → Estimating → Proposed → Active → Completed.

  • Move a job: drag between columns, or open the job and change status
  • Quick view: click any job card to open the detail slide-over

Active Jobs (/jobs/active)

Filtered view of only active (in-progress) jobs. Use this as your daily work view.

All Jobs (/jobs)

Full table of all jobs across all statuses. Sortable and filterable.

Job Detail

Click any job to open the full detail page:

  • Edit job name, address, status, type
  • Contacts tab: link clients, GCs, trade partners to the job
  • Tasks tab: see tasks scoped to this job
  • Notes tab: running job log
  • Financials tab: costs and revenue (coming soon)

Contacts

Creating a Contact (/contacts)

  1. Click + New Contact
  2. Fill in name, phone, email, type (Client / Trade Partner / Vendor / etc.)
  3. Sync to Google is on by default — contact goes to David's phone automatically
  4. Save

Contact Types

| Type | Use for | |------|---------| | Client | Homeowners, property owners | | Trade Partner | Subcontractors, specialty trades | | Vendor | Material suppliers | | GC | General contractors | | Personal | David's personal network |

Organizations

Companies with multiple contacts live under /organizations. Link contacts to orgs to see everyone at a company together.

Messages (SMS)

Sending a message

  1. Go to /messages
  2. Click + New Conversation → pick a contact → type → send
  3. Or: open any contact → Send SMS button

Templates

Use the ⚡ button in the compose area to pick a saved message template. Manage templates at /sms-templates.

Receiving replies

Client replies appear in the conversation thread automatically. Check /messages for new inbound messages.

Calendar

/calendar shows all CDB events across 5 Google Calendars:

  • CDB Main
  • Jobs
  • Crew Schedule
  • David Personal
  • Phil

Click any event to view details. Use the calendar view toggles (month / week / day) in the top-right.

Tasks

/tasks is the task management view. Tasks can be:

  • Standalone (no job)
  • Linked to a job
  • Linked to a project

Creating a task: Click + New Task → title, due date, job/project (optional), assignee.

Projects

/projects groups related tasks. Use for multi-step initiatives that span multiple weeks.

Cost Inbox

/cost-inbox is where bank transactions get reviewed and coded to jobs.

Daily workflow:

  1. Open Cost Inbox
  2. Review each uncoded transaction
  3. Select cost code + optional job assignment
  4. Click Code or Exclude

Transactions marked Excluded are hidden from the inbox but preserved in the database.

See Finta docs for the full pipeline.

Proposals & Estimating

Proposals (/proposals)

Create and manage client proposals. Link line items, apply markup, generate PDF.

Templates (/templates)

Save common scope packages as reusable estimate templates.

Pricing Rules (/pricing-rules)

Automatic pricing logic — e.g., "always apply 35% markup to labor."

Cost Codes (/cost-codes)

The taxonomy for categorizing costs: Labor, Materials, Subcontractor, Equipment, etc.

Settings

/settings — see the status of all integrations, manage specialties, and sign out.

For full integration docs, see the Integrations section.