You book the project
Once the date is set, your business has one Project Prep link ready for that customer.
A link you send after the customer books
Send one link. Answer the questions before they start.
After you book a customer, you or your office sends them a Project Prep link by text or email. The customer opens it on their phone to see when you are arriving, what they need to prepare, how access works, who to contact, and confirm that the appointment still works.
$249one-time standalone build · can be bundled into a larger setup
1 · Your business sends this
Oak & Stone Painting → Jamie
Hi Jamie — your painting project is booked for Tuesday. Here’s everything to know before we arrive.
Open your Project Prep page →
Open your Project Prep page →
↓ 2 · Jamie taps the link and sees this page
Fictional example · customer view
OS
Oak & Stone PaintingResidential Painting
Your painting day is confirmed
We’ll see you Tuesday.
Tuesday, October 14 · 9:00–11:00 AM
Before we arrive
Four quick things.
Move fragile items, clear wall access, leave heavy furniture to us, and keep pets away from work areas.
One quick check
Does Tuesday still work?
Yes — Tuesday works for me ✓
How it works
You send the link. Your customer opens it. Your crew arrives to a better-prepared job.
Project Prep is not a text-message service or an email system by itself. It is the mobile page you send to a booked customer using the text or email method you already use.
You send the link
Text or email it from the business to the customer. No app or login is required.
The customer gets ready
They open the page, review timing and prep, then confirm or flag a change before your crew arrives.
What it saves your business
Less chasing. Fewer delays. A smoother start to every project.
Instead of answering the same texts or arriving to blocked access, pets in the work area, vehicles in the way, or an unprepared surface, you send one clear page before the project starts.
Save time on repeat messages
The page holds the information you would otherwise keep retyping in separate texts and emails.
Keep your crew moving
The customer sees what must be moved, unlocked, cleared, protected, kept dry, or secured before arrival.
Catch changes before arrival
The customer can confirm the appointment or flag a change before it becomes a day-of problem.
What the customer receives
A simple customer handoff built around your workflow.
I customize the page around the questions, preparation, access, and risks that matter for your service—so the customer gets what they need without calling or texting you for every detail.
Branded mobile-first pageLooks like your business, not a generic form, and is easy to open from a text message.
Date + arrival windowCuts down on “what time are you coming?” messages and keeps the appointment easy to find.
Project name + scopeReminds the customer exactly what work is scheduled so expectations are clear before arrival.
Service-specific prep checklistHelps prevent avoidable setup delays by telling customers exactly what to move, clear, protect, or prepare.
Access + safety instructionsHandles gates, parking, water, pets, children, work zones, and other details that can slow the crew down.
Special-risk noteSurfaces delicate areas, irrigation, moisture, underground items, or other concerns before your team is standing on site.
One project contactStops customers from guessing who to call by putting the right contact and text/call options in one place.
One-tap confirmationLets you know the appointment still works and gives the customer a simple way to flag a change early.
Optional aftercareReduces follow-up questions by keeping curing, drying, settling, or safe-use instructions easy to find.
Workflow-specific copyOnly shows the information that matters for your service instead of forcing customers through generic software.
See how it fits your business
One product, adapted to the way your projects actually start.
The structure stays simple. The preparation, access, risks, and aftercare change to match the service your business actually provides.
Painting
Oak & Stone Painting
Room prep, wall access, furniture, pets, and interior arrival details.
Exterior Cleaning
FreshRinse Exterior Cleaning
Windows, water access, gates, vehicles, plants, pets, and delicate surfaces.
Fence / Deck
Timberline Fence & Deck Co.
Fence-line access, gates, pets, landscaping, unloading, and private underground items.
Landscaping / Hardscaping
Cedar & Stone Outdoor Co.
Material delivery, side-yard access, irrigation, drainage, lighting, plants, and vehicles.
Concrete / Coatings
StoneShield Concrete & Coatings
Clear slab access, moisture, equipment, stored items, pets/children, and cure-time restrictions.
Project Prep pays off when...
Your team keeps spending time on small pre-project questions and preventable arrival problems.
- You repeat the same instructions by text or phone
- Customers forget to move, unlock, clear, protect, or prepare something
- Parking, pets, gates, water, or access can hold up the crew
- Customers are unsure when you are coming or whether they need to be home
- You want a more professional handoff without buying a full client portal
No new software for your customer to learn.
Project Prep is intentionally small: one clear page they can open from a link. It is not project-management software, an invoice portal, or a dashboard. If you need ongoing documents, approvals, updates, and billing, that is a different tool.
$249 one-time
You keep booking customers the same way. Project Prep makes the handoff clearer.
Tell me what your customers usually need to know after booking. I’ll build the page, and you send its link by text or email whenever a project is scheduled.