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ShieldBook for remodeling

Three scopes, one signature, a project in phases.

Remodeling sells on clear scope and runs for weeks. ShieldBook presents each scope as a complete option, takes the deposit, and carries the project through its phases as linked jobs, with photos from the first walkthrough to the last.

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01A remodeling job in ShieldBook

Harbor & Oak Remodeling: kitchen remodel, phase 1.

One job from the first call to what comes next, on the screens it happens on. Harbor & Oak Remodeling and everyone in it are invented for this page; the screens are ShieldBook's.

Choose a step of the Remodeling job

Step 01 of 6

The design visit

Owen was referred by a past customer. The first visit is booked like any other, with the source on his record.

In ShieldBook
  • Marketing source on every inquiry
  • Visits with arrival windows and outcomes

Step 02 of 6

Measure and photograph

The 1964 house has a load-bearing wall between kitchen and dining. Photos and notes go on the job, not in a camera roll.

In ShieldBook
  • Job photos
  • Jobs and job summaries

Step 03 of 6

Three scopes

A refresh, a partial remodel and a full open layout, each a complete option with what's included and how long it takes.

In ShieldBook
  • Estimates with options
  • Present mode

Step 04 of 6

Deposit and phases

Owen chooses the partial remodel. It's sold with a deposit, and phase 2 waits on its own requirements.

In ShieldBook
  • Deposits
  • Office work queues

Step 05 of 6

Days on site

Each day of the phase is its own trip, linked to the project, so the board shows day six of phase one.

In ShieldBook
  • Jobs and job summaries
  • Visits with arrival windows and outcomes

Step 06 of 6

Billing the phase

Phase one billed as approved, plus the extra lighting circuit added from the price book, with the deposit credited.

In ShieldBook
  • Invoices
  • Deposits

In development On the roadmapEverything else is built and working today.

02Built for remodeling

What matters in remodeling.

Scope the customer can see

Remodeling disputes start with scope. Each option in ShieldBook lists what's included, and the customer's signature is recorded against the option they chose.

  • Complete options, each with its own scope and price
  • Signed in person or through a secure link
  • Customer financing on larger projects(On the roadmap)

  • Phases as linked jobs

    Each phase and each day is its own job, linked to the project, with its own outcome.

  • Photos from start to finish

    Before, rough-in and after, kept with the job they belong to.

  • Purchase orders and job costs(On the roadmap)

    Materials ordered against the job, and costs alongside the price.

Other trades

Keep exploring

See ShieldBook on your remodeling work.

Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.

Request a demo

ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.