Run your field operations: subs, purchase orders, change orders, and more

Bit & Grain now runs the field side of your business, not just the office side. This release adds subcontractors, purchase orders, change orders, a safety data sheet (SDS) library, inventory that draws down when a job closes, warranty tracking with expiration alerts, and a day-planner that orders your stops for you.

Before this, the parts of the job that happen away from the desk lived in your truck, your texts, and your head. You tracked which sub was on which job in a group chat. You ordered materials from a supplier and hoped the count matched when the box showed up. When the customer asked for extra work, you scribbled it on the estimate and argued about it later. Now each of those has a real home. You can keep a roster of subcontractors and assign them to a job or an appointment. You can build a purchase order from a job's needed materials, send it to a supplier as a PDF, and check off what actually arrived (the count is guarded, so you cannot accidentally receive more than you ordered). You can write a change order with both added work and credits, send it to the client, and have them approve or decline it on their own, then bill it straight onto the invoice. The SDS library holds your safety sheets, attaches them to the jobs that use those materials, and keeps the old revision on file when a new one supersedes it, so your OSHA paper trail stays intact.

Picture a Friday install. You assign your drywall sub to the job, send a purchase order to your supplier for the board and mud, and as the boxes come in you mark them received. Mid-job the homeowner asks you to add a closet: you write a change order for the extra labor and material, they approve it from their phone, and it lands on the invoice without a phone call. When you mark the job complete, the materials you logged as received flip to used, so your numbers reflect what actually left the shelf. The warranty on the new water heater gets logged with a start date and a coverage window, and Bit & Grain emails you before it lapses so you can offer the customer renewal work instead of losing it. And on Monday morning, the day planner takes your scheduled stops and puts them in driving order, with an open-in-maps link for each one.

Find these under the Operations group in the sidebar: Routes, SDS Library, Subcontractors, Suppliers, Purchase Orders, and Warranties. Change orders show up in a new section on the job detail page. Here's how to start: open a job, scroll to Purchase Orders or Change Orders, and create one right from the work it belongs to. This release also adds a client SMS opt-in step to your booking and job-request forms, so when you collect a phone number you also capture and record the client's consent to be texted, ready for the day text messaging turns on. It's available on every plan.