One address list. Every lot.
Upload Excel or paste up to 1,000 address rows. Review the preview, then save for Scheduling and Corrections together.
Single-family homes stay separate. Townhome buildings group their units.YOUR JOBS. YOUR TRADES. ONE CLEAR PLAN.
FunnelPhase
BUILT FOR THE SUPERINTENDENT’S DAY
Less sorting.
Less chasing.
More building.
Bring your whole schedule over from your scheduling system—hundreds of items in one Excel upload. FunnelPhase organizes the jobs into a prepared text for each trade.
Walk it. Say it. Send it. Your jobsite pictures and spoken corrections become organized trade texts with the matching photos.
Your schedule. Your photos. Your time back.
Built for residential superintendents · Phone + computer · Your existing schedule · Trades can receive texts without an account
THE WORKDAY, ORGANIZED
SchedulesPhotosField notes
Illustrative trade text · fictional job
Big schedule. Simple handoff.
All your jobs. One upload.
A text ready for every trade.
Bring over your complete schedule—even 300+ items together. You don’t need to sort it by job, trade or date first. Just include these four labeled fields.
Job or LotScopeStartFinishFour labeled fields. Any column order. Any row order.
- 1
Export all your jobs
All jobs.xlsx · example
Example with unsorted jobs and the four columns in a different order Finish Job Scope Start 10/30/26 JOB 28 Finish 10/29/26 10/26/26 JOB 5 4/way Clean 10/26/26 10/29/26 JOB 22 Electrical 10/28/26 October 2026 · rows shown out of order
Export or copy your whole schedule from your scheduling system into one Excel worksheet. Hundreds of items can come over together.
- 2
Put it in the funnel
300+ schedule items
One Excel upload
Upload the Excel file or paste the whole table. Prefer schedule pictures? Upload clear screenshots or photos instead.
- 3
FunnelPhase sorts it
Prepared by trade
JimmyCleans · jobs + datesDaffyElectrical · jobs + datesIrisFinish · jobs + datesIt matches scopes to your saved trade assignments and organizes jobs and dates. Review the import and save; each trade’s text is prepared.
- 4
Copy. Paste. Send.
Jimmy’s jobs · one text
Hi Jimmy,
JOB 5
• 4/way Clean 10/26
• Drywall Clean 10/29–30
• Carpet Prep 11/2
• Final Clean 11/6–7
• Window and Pressure Washing 11/9
• Orientation Clean 11/13
• Touch Up Clean 11/16
…all his upcoming work together.
Copy Paste Send
Choose your look-ahead window. Each trade gets one prepared text with its upcoming jobs together. Copy it into your usual messaging app and send.
Set up your jobs and trade assignments once. Keep the four column headings and dates readable; FunnelPhase handles the sorting. Schedule pictures support up to six images per batch, with a review before saving.
A bigger example · fictional jobs and dates
Big, mixed-up schedule in.
Jimmy’s whole work list comes out organized.
Early dates, later dates, different jobs and other trades—all mixed together. FunnelPhase pulls Jimmy’s work into one text, with the soonest job first and each job’s items in date order.
Before · all-jobs Excel export
48 unsorted items · mixed trades · Oct–Nov 2026
| Finish | Scope | Job | Start |
|---|---|---|---|
| 10/26/26 | 4/way Clean | JOB 5 | 10/26/26 |
| 11/9/26 | Final Clean | JOB 28 | 11/8/26 |
| 11/20/26 | Touch Up Clean | JOB 12 | 11/20/26 |
| 11/7/26 | Final Clean | JOB 5 | 11/6/26 |
| 11/18/26 | Touch Up Clean | JOB 28 | 11/18/26 |
| 11/7/26 | Carpet Prep | JOB 31 | 11/7/26 |
| 11/16/26 | Touch Up Clean | JOB 5 | 11/16/26 |
| 11/5/26 | Carpet Prep | JOB 7 | 11/5/26 |
| 11/18/26 | Orientation Clean | JOB 31 | 11/18/26 |
| 11/3/26 | Carpet Prep | JOB 22 | 11/3/26 |
| 11/16/26 | Orientation Clean | JOB 7 | 11/16/26 |
| 11/2/26 | Finish Work | JOB 22 | 10/31/26 |
| 11/14/26 | Orientation Clean | JOB 22 | 11/14/26 |
| 11/3/26 | Drywall Clean | JOB 12 | 11/2/26 |
| 11/5/26 | Rough Electrical | JOB 12 | 11/3/26 |
| 11/1/26 | Drywall Clean | JOB 28 | 10/31/26 |
| 11/13/26 | Window and Pressure Washing | JOB 12 | 11/13/26 |
| 10/30/26 | Drywall Clean | JOB 5 | 10/29/26 |
| 11/11/26 | Window and Pressure Washing | JOB 28 | 11/11/26 |
| 10/31/26 | 4/way Clean | JOB 31 | 10/31/26 |
| 11/9/26 | Window and Pressure Washing | JOB 5 | 11/9/26 |
| 10/29/26 | 4/way Clean | JOB 7 | 10/29/26 |
| 11/12/26 | Final Clean | JOB 31 | 11/11/26 |
| 10/27/26 | 4/way Clean | JOB 22 | 10/27/26 |
| 11/10/26 | Final Clean | JOB 7 | 11/9/26 |
| 11/21/26 | Touch Up Clean | JOB 31 | 11/21/26 |
| 11/8/26 | Final Clean | JOB 22 | 11/7/26 |
| 11/19/26 | Touch Up Clean | JOB 7 | 11/19/26 |
| 11/3/26 | Rough Electrical | JOB 28 | 11/1/26 |
| 11/17/26 | Touch Up Clean | JOB 22 | 11/17/26 |
| 11/6/26 | Carpet Prep | JOB 12 | 11/6/26 |
| 11/6/26 | Finish Work | JOB 31 | 11/4/26 |
| 11/4/26 | Carpet Prep | JOB 28 | 11/4/26 |
| 11/17/26 | Orientation Clean | JOB 12 | 11/17/26 |
| 11/2/26 | Carpet Prep | JOB 5 | 11/2/26 |
| 11/15/26 | Orientation Clean | JOB 28 | 11/15/26 |
| 11/4/26 | Drywall Clean | JOB 31 | 11/3/26 |
| 11/13/26 | Orientation Clean | JOB 5 | 11/13/26 |
| 11/2/26 | Drywall Clean | JOB 7 | 11/1/26 |
| 11/14/26 | Window and Pressure Washing | JOB 31 | 11/14/26 |
| 10/31/26 | Drywall Clean | JOB 22 | 10/30/26 |
| 11/12/26 | Window and Pressure Washing | JOB 7 | 11/12/26 |
| 11/1/26 | Rough Electrical | JOB 5 | 10/30/26 |
| 11/10/26 | Window and Pressure Washing | JOB 22 | 11/10/26 |
| 10/30/26 | 4/way Clean | JOB 12 | 10/30/26 |
| 11/4/26 | Finish Work | JOB 7 | 11/2/26 |
| 10/28/26 | 4/way Clean | JOB 28 | 10/28/26 |
| 11/11/26 | Final Clean | JOB 12 | 11/10/26 |
Scroll to see all 48 example rows. Keep your headings; leave the sorting to FunnelPhase.
After · one prepared text for Jimmy
42 items · 6 jobs · All work view
Hi Jimmy, All Work Schedule JOB 5 • 4/way Clean 10/26 • Drywall Clean 10/29–30 • Carpet Prep 11/2 • Final Clean 11/6–7 • Window and Pressure Washing 11/9 • Orientation Clean 11/13 • Touch Up Clean 11/16 JOB 22 • 4/way Clean 10/27 • Drywall Clean 10/30–31 • Carpet Prep 11/3 • Final Clean 11/7–8 • Window and Pressure Washing 11/10 • Orientation Clean 11/14 • Touch Up Clean 11/17 JOB 28 • 4/way Clean 10/28 • Drywall Clean 10/31–11/1 • Carpet Prep 11/4 • Final Clean 11/8–9 • Window and Pressure Washing 11/11 • Orientation Clean 11/15 • Touch Up Clean 11/18 JOB 7 • 4/way Clean 10/29 • Drywall Clean 11/1–2 • Carpet Prep 11/5 • Final Clean 11/9–10 • Window and Pressure Washing 11/12 • Orientation Clean 11/16 • Touch Up Clean 11/19 JOB 12 • 4/way Clean 10/30 • Drywall Clean 11/2–3 • Carpet Prep 11/6 • Final Clean 11/10–11 • Window and Pressure Washing 11/13 • Orientation Clean 11/17 • Touch Up Clean 11/20 JOB 31 • 4/way Clean 10/31 • Drywall Clean 11/3–4 • Carpet Prep 11/7 • Final Clean 11/11–12 • Window and Pressure Washing 11/14 • Orientation Clean 11/18 • Touch Up Clean 11/21 Please let me know if you have any questions. Thank you!
All of Jimmy’s work, job by job. The other trades get their own prepared texts.
Your starts stay on your radar
Let the app remind you.
Copy the texts. Send. Keep building.
Once notifications are enabled, FunnelPhase checks the saved schedule for due one-week reminders and two-working-day confirmations. At 9 a.m. Mountain on workdays, it sends an app notification when you have texts to send.
Open today’s alerts to see the prepared trade messages together. Copy and send them without scrolling through every job to find the upcoming starts.
Enable notifications on each device. iPhone notifications use the installed Home Screen app. Reminders follow working-day and configured holiday rules.
Illustrative app notification
FunnelPhase9:00 AM
Your schedule texts are ready
Today’s 1 Week reminders and 2 Day confirmations are ready to review.
1Open today’s alerts2Copy trade text3Paste & send
Walk the jobs. Let the funnel do the organizing.
Take the pictures. Say what needs fixing.
FunnelPhase organizes the rest.
Take the pictures in FunnelPhase and speak what needs fixing. The photos stay with the correction, job and trade in your walk. Finish uploading, then prepare one text per trade for all jobs or just one—and include the matching photos whenever you want.
- 1
Take your pictures
Jobsite · example
Open the photo walk on the jobsite. Take a correction photo in the app or add one from your phone.
- 2
Say what needs fixing
“Job G-24. Electrical. Kitchen switch plate is missing a screw.”
Save & next
Speak the correction and its location into the app. Check the job and suggested trade, then Save & next as you keep walking.
- 3
Finish the walk
Electrical · G-24Plumbing · G-22Finish · G-25Tap Finish inspection & save list. FunnelPhase uploads the walk and groups the corrections by job and trade, with the pictures kept together.
- 4
Send each trade its work
Electrical text + pictures · example
Hi Daffy,
G-24
1. Kitchen: replace the missing switch-plate screw.
See all (1) attached correction photos.
G-24 · Electrical
Matching photo ready to shareChoose all jobs, one job or a building. Copy each trade’s prepared message, then choose whether to share its organized photos too.
Walk it. Say it. Finish the list. Your trade texts and matching pictures are organized for sending.
Examples use fictional jobs and trades. You review and send the messages and pictures. Trade accounts are optional.
A home for every job photo
Skip the camera-roll scavenger hunt.
Take the picture inside FunnelPhase and keep it with the correction, job and trade as you walk. You don’t need to save and sort a pile of job photos in your phone’s photo library.
Finish inspection & save list uploads your walk into the site, already grouped for trade texts. Open the job or trade to find the right pictures and notes together.
Walk drafts are held inside the app on this device until you finish uploading. Internet is required to finish the walk.
Choose how much work to send
All jobsOne jobWhole building
One organized message per trade for the jobs you choose.
Choose what you share
Prepared text on its own
Text with the matching organized photos
Copy the text; add the pictures when you want them included.
A little polish. A much clearer handoff.
Every job deserves
a proper introduction.
Raised metallic lettering. A dimensional funnel. Your lot, clearly labeled—with a quiet FunnelPhase signature in the corner.
- Choose your finish. Change the card colors while keeping reflective lettering and gold accents.
- Mark the next job. In a Trade Walk, a divider assigns the photos that follow to that lot.
- Send an organized set. Shared picture sets and ZIP downloads include a divider before each lot.
Try a color. This is the actual divider generator, using a fictional job and address. Preview choices do not change your saved card colors.
Preparing your sample…
Fictional JOB 22 · Gold finish
Less setup. More ready to use.
Bring the whole jobsite together.
Your scopes, already in order.
Bring in trades, names and scopes together. Review suggested matches, edit what you need, and leave optional details for later.
Order belongs to the scope—not the manager.Short names. The right address.
Readable lot labels carry across scheduling, correction lists and divider cards. Keep permits and building notes close to the work.
Choose one lot or a whole building for an address picture.A place for each job area.
Prepare separate subdivisions and keep their jobs organized. Check the selected workspace before importing or making changes.
Set each workspace up for townhomes or single-family homes.A clear path to finished.
Review a trade’s completion notes and fixed photos, then close the work. Saved inspections keep reports, pictures and texts together.
Open → Under review → Closed.A safer way to re-import.
Accidentally removed jobs? Leave Restore removed lots included in this list checked when importing their addresses again.
Matching records are reused so their correction history stays connected.Take a look before you sign up
See what you would actually use.
Tap through fictional examples of the trade texts, schedule, calendar and photo walk. These previews show the workflow without changing any saved work.
Try a preview
Tap any button to see what FunnelPhase creates.
PREVIEW · READY TO SEND
The right work. The right trade.
Jobs and their items show soonest start dates first. Choose 2 Weeks, 1wk / 2d Alerts, 1 Month or All, then review, copy and send each trade’s prepared text. Jimmy’s larger example below shows All work.
Edit scope Text names in Setup, add a note to every text today, and link dated same-job follow-ups—even under another manager. Phones show about three managers at a time.
Hi Jimmy,
All Work Schedule
JOB 5
• 4/way Clean 10/26
• Drywall Clean 10/29–30
• Carpet Prep 11/2
• Final Clean 11/6–7
• Window and Pressure Washing 11/9
• Orientation Clean 11/13
• Touch Up Clean 11/16
JOB 22
• 4/way Clean 10/27
• Drywall Clean 10/30–31
• Carpet Prep 11/3
• Final Clean 11/7–8
• Window and Pressure Washing 11/10
• Orientation Clean 11/14
• Touch Up Clean 11/17
JOB 28
• 4/way Clean 10/28
• Drywall Clean 10/31–11/1
• Carpet Prep 11/4
• Final Clean 11/8–9
• Window and Pressure Washing 11/11
• Orientation Clean 11/15
• Touch Up Clean 11/18
JOB 7
• 4/way Clean 10/29
• Drywall Clean 11/1–2
• Carpet Prep 11/5
• Final Clean 11/9–10
• Window and Pressure Washing 11/12
• Orientation Clean 11/16
• Touch Up Clean 11/19
JOB 12
• 4/way Clean 10/30
• Drywall Clean 11/2–3
• Carpet Prep 11/6
• Final Clean 11/10–11
• Window and Pressure Washing 11/13
• Orientation Clean 11/17
• Touch Up Clean 11/20
JOB 31
• 4/way Clean 10/31
• Drywall Clean 11/3–4
• Carpet Prep 11/7
• Final Clean 11/11–12
• Window and Pressure Washing 11/14
• Orientation Clean 11/18
• Touch Up Clean 11/21
Please let me know if you have any questions. Thank you!
Edit scope wording and add a note to every text today
Send them to the right door
One building picture.
Every unit’s address.
Working on a four-plex or eight-plex? Put the building and its saved unit addresses in one shareable picture. Send it with the work so a lot number has an address to go with it.
Fictional JOB 22 example shown. Single-family and townhome job types are also supported.
Make an address pictureYour next starts, already on your radar.
A better morning
starts with a clear message.
Choose 2 Weeks, 1wk / 2d Alerts, 1 Month or All. When one-week and two-day notices are due for the same trade, review them together in one prepared text.
Opt in to a 9 a.m. Mountain reminder on working days. Short notices follow start dates; two-working-day calculations skip weekends and configured holidays.
Set up reminders and follow-up linksILLUSTRATIVE DAILY ALERT
Your trade texts
are ready to review.
1 WEEK OUT
Upcoming starts
Upcoming starts
2 DAYS OUT
Confirm the next start
You review and send. Notifications do not send texts to trades.Confirm the next start
Start with the work you already have
Set up your jobs and trades once.
Use them in both tools.
STEP 1
Add your jobs and trades
Upload your address list and scope/contact table. Review the matches, save once, and use them in both tools.
STEP 2
Bring in a real schedule or walk
Review the dates and assignments, or capture your first correction list.
STEP 3
Review, copy and send
Use the prepared messages with the phone and messaging app you already use.
Try it on a real workday
Your next schedule.
Your next job walk.
A whole lot less busywork.
Free during testing and feedback. No payment details, automatic charges or trial deadline. Create your account; access is approved by the Administrator and your workspace stays separate from everyone else’s.
Create my accountUse the same account on phone and computer. Internet is required. You review and send the texts; automatic delivery is not active.
A few quick answers
What is new with the lot cards?
Lot dividers now have dimensional funnels, raised reflective lettering and subtle FunnelPhase branding. Choose your colors in Corrections’ lot-card settings. The finish stays metallic, and organized picture exports use your saved device colors.
Can I recover lots I accidentally removed?
Yes. Import their address list again and leave Restore removed lots included in this list checked. Matching records are reactivated with their existing history. Uncheck it if removed lots in an old file should stay removed. Review the saved and restored counts afterward.
Do I need to rebuild my schedule?
No. Export or copy all your jobs into one Excel worksheet, including 300+ schedule items. Include the four labeled fields: Job (or Lot), Scope, Start and Finish. The columns and rows can be in any order. Upload or paste the whole table, review and save. You can also upload up to six readable schedule pictures per batch.
Do I have to assign every row to a trade?
Set up your scopes and trade contacts once. Matching scope names in later imports use those saved assignments. Check any new or unassigned scope during review; FunnelPhase prepares the text for each assigned trade.
Do my trades have to download an app?
No. You can send the prepared texts and photos through your usual messaging or email app. Optional trade accounts let trades view their assigned corrections and submit completion notes or fixed photos for your review.
How do the daily reminders help?
Enable notifications on your device. At 9 a.m. Mountain on working days, the app notifies you when your saved schedule has due one-week or two-working-day messages. Open today’s alerts, copy each trade’s text and send it. iPhone notifications require the installed Home Screen app. Weekends and configured holidays are skipped.
Do I have to sort repair photos in my phone?
No. Take photos inside FunnelPhase and keep them with the correction, job and trade as you walk. Finish inspection & save list uploads the walk into the site. Choose all jobs, one job or a whole building for the prepared trade texts. Copy the text alone or share its matching organized photos too. Walk drafts stay inside the app on that device until uploaded; internet is required to finish.
Will it send texts automatically?
FunnelPhase prepares the messages. You review, copy and send them. Automatic text and email delivery is not active.
Can I use it on my phone and computer?
Yes. Both use the same account and online workspace. You can add FunnelPhase to your phone’s Home Screen. Internet is required; offline access is not included. Saved Voice Walk drafts stay on the device where you made them until uploaded; reconnect before finishing the inspection.