Running the company
The owner's view of Carver across a working week. Leads from the company's public page, conversations that turn into booked jobs, the calendar the crew works from, the services the company sells, the team, customer reviews, and short tutorials built into the screens.
The morning check
One screen for the state of the business
The dashboard answers the three questions an owner opens the app for. What came in, what is happening today, and what the month looks like.
Dashboard → money, leads, today, upcoming
Work completed this month, unanswered leads, and crew size across the top. Below that, earned against scheduled for the week with a link into the full income screen, then today's two jobs with the movers assigned to each, then the week ahead.
Money is for managers only. A crew member signing in sees counts of today's jobs, upcoming jobs and the team where the owner sees the month's money, and never sees what a job is worth.
A lead becomes a job
Requests and the conversation
Every request from the company's public page opens a conversation rather than sitting in an email inbox. The customer needs no app and no password, and the conversation holds the whole job, from the questions and the quote to the deposit and the booking.
Requests → open the conversation → schedule the job
Three requests in three states. One has not been answered yet, one is a live conversation, and one is already a job on the calendar. The tick on each row closes a lead that went nowhere, so the list stays the work still to do.
Alicia asked about a three bedroom walkup with a piano. Marcus establishes it is an upright, quotes six hours at the hourly rate, and books it. Drew, the mover running the job, is added to the same conversation so the customer can reach the crew directly. With the job on the calendar, the conversation asks for this service's $150 deposit until it is paid. Beside the thread are the company's private notes on Alicia, which the crew can read and she never sees.No password
Scheduling from the conversation, typing where the job is marks the next two weeks by how close each day's nearest job is, darker for closer, and says how many jobs are within five miles. Tapping a day fills in the date, so a new job lands where the trucks already are.
Scheduling a job from a request moves it to Scheduled automatically, so the list always shows where each lead stands. Conversations update live, so a customer's reply appears on the owner's screen without a refresh.
The week, and what the business sells
Calendar and services
The calendar is what the crew works from, with the drive between jobs on each day. Behind it, the owner defines their own services, rates and deposits, which is how the same product fits a moving company and a handyman.
Calendar → a day's drives → Services → one service's rate, deposit and QR
Completed work behind, jobs today, and the weeks ahead, including a standing Friday yard cleanup that repeats weekly with one occurrence moved to a Saturday.
On the day view, the gap between two jobs the same mover works shows the drive between their addresses, here about eight minutes and three and a half miles. Carver works it out from the job addresses and the company's service area, so the owner sees a tight day coming before the crew does.
Four services with the rates this company charges. Nothing here is a Carver template. The owner wrote all of it, which is why a handyman's list looks nothing like this one.
Each service carries its hourly rate, an optional deposit taken off the customer's final bill, the description customers read, and a QR code that lands on that one service, so a truck decal or a flyer can point at a single job type.
People and reputation
The crew and what customers said
Who does the work, how it went, and how the company looks to customers.
Team → Reviews → Company profile
Managers and crew, with the short bios that appear on the public page. Managers can invite, promote and demote people, and the owner cannot be demoted out of their own company.
Completed jobs come back rated out of ten, sometimes with a tip and a written testimonial. The owner picks which testimonial is featured on their public page.
The chat welcome new customers get, a brand color that carries through every customer-facing screen, and the company's QR code. The logo, name, description and website link sit above.Your brand
Help on the screen itself
Tutorials where the work happens
Each main screen has a short tutorial that runs the first time an owner opens it. It points at the real controls rather than describing them, and each one teaches a single task.
First visit → a short tutorial → the next screen
Opening Requests for the first time highlights the list and says what tapping a lead does, in three short steps. There are seven of these, from the dashboard welcome through requests, services and the calendar to income, the team and reviews, and any of them can be replayed from Settings, Tutorials.
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