The Prephase worksheet becomes your mobile installer view, job site packets, and closeout documents.
The worksheet documents selections. Filled out, that is already a complete record. Sent in, it becomes a searchable installer view with live links to install sheets and spec sheets, a job site packet with everything the crew needs on site, and a closeout packet with warranties, manuals, and care instructions for the client.
Selections are scattered across spreadsheets, emails, PDFs, and product links. By the time an installer opens the box, the information that should be there often isn't. Two years later, something breaks, and the client can't find the model number, the warranty, or who to call.
Fill out the worksheet. Send it in. Prephase reviews it, resolves anything unclear or inconsistent, and returns the deliverables.
Delivered through the Prephase app:
- Installer viewA mobile installer view with product info and the relevant links: install sheets, spec sheets, manuals, or warranties, whichever apply.
- Job siteA job site packet with scannable QR codes for the crew, ready to view, print, or share as a PDF.
- CloseoutA closeout packet with QR codes, care instructions, warranties, and manuals for the client, ready to view, print, or share as a PDF.
The packet is the record printed. The installer view is the same record on a phone, browsable by room and searchable across the whole job.
- SearchableBy product, brand, or SKU, across the whole job.
- DocumentsInstall sheet and spec sheet open from the product.
- AccessibleDownloaded on device, available on site with or without signal.
Prephase reviews every entry against ten years of running these jobs, resolves what's unclear, so only approved information goes out.
The worksheet is not run through an AI model because a model doesn't know what a bad scope document costs or what it means to open a box with the wrong finish inside.
Prephase makes the approved information clear, accessible, and usable.
Job Site Packet
Goes to the installer
Filtered to one room. Model, finish, quantity, and codes that open the manufacturer's install and spec sheets.
Closeout Packet
Goes to the client at handover
Every product in the house with its finish, warranty, manual, and care instructions. The document a homeowner opens two years later.
Categories and sub-categories are set. Everything else is filled in as decisions get made. It works as a worksheet during the selections process and becomes the record when the choices are final. Filling it out on a job shows what a record actually needs.