Example setup: Doors and hardware
Who it’s for: a door installer working through a door schedule.
What they want to know: which doors are hung, which have hardware, and which are finished.
Use this as a starting list, and change whatever doesn’t fit.
The reports they want
Section titled “The reports they want”- Doors by stage and page
- Doors by hardware set
- Doors with tasks still open
Card types and fields
Section titled “Card types and fields”| Field | Field type | Door | Why |
|---|---|---|---|
| Mark | Text | Yes | What lists and search call a point. The Name on every card type |
| Door stage | Status: Frame in, Hung, Hardware on, Done | Yes | Shows progress |
| Door type | Select: Single, Double, Rated | Yes | The report groups by it |
| Hardware set | Text | Yes | From the schedule, so the crew can read it on the plan |
| Install steps | Tasks | Yes | Tick off each step; its count shows on the point |
| Photos | Photos | Yes | Shows the work; nothing to count |
What each point shows
Section titled “What each point shows”| Card type | Color | Inside | Ring | Also |
|---|---|---|---|---|
| Door | Door stage | Door type | Nothing | Mark as a Label; Install steps as a Label |
The Mark usually matches the door number on the schedule. A count like 2/5 beside each door shows how far along it is.
Templates
Section titled “Templates”- A template per door type, with its Install steps filled in
Ask your AI app
Section titled “Ask your AI app”Once points are going in, you can ask Claude, ChatGPT or Grok Bot things like:
- “Which doors on Level 2 don’t have hardware yet?”
- “How many rated doors are done?”
- “Which doors still have install steps open?”
Want a different setup? Tell Claude, ChatGPT or Grok Bot what your company does and ask it to adjust this one.