Example setup: Electrical
Who it’s for: an electrical contractor tracking devices and panels from rough-in to trim.
What they want to know: how far along each floor is, and what’s left before inspection.
Use this as a starting list, and change whatever doesn’t fit.
The reports they want
Section titled “The reports they want”- Devices by type and stage
- Devices still in rough-in, by page
- Panels not yet energized
- Open issues by priority
Card types and fields
Section titled “Card types and fields”| Field | Field type | Device | Panel | Issue | Why |
|---|---|---|---|---|---|
| Mark | Text | Yes | Yes | Yes | What lists and search call a point. The Name on every card type |
| Device stage | Status: Not started, Rough-in, Trim, Done | Yes | Shows progress, and the report groups by it | ||
| Device type | Select: Receptacle, Switch, Light, Data | Yes | The report groups by it; each choice has initials | ||
| Circuit | Text | Yes | Read off the plan, so it’s worth a label | ||
| Panel stage | Status: Set, Terminated, Energized | Yes | Panels move through different stages than devices | ||
| Fix status | Status: Open, Fixed, Closed | Yes | An issue moves through its own stages | ||
| Priority | Dropdown | Yes | The report groups by it | ||
| Photos | Photos | Yes | Yes | Yes | Shows the work; nothing to count |
What each point shows
Section titled “What each point shows”| Card type | Color | Inside | Ring | Also |
|---|---|---|---|---|
| Device | Device stage | Device type | Nothing | Circuit as a Label |
| Panel | Panel stage | Nothing | Nothing | Mark as a Label |
| Issue | Fix status | Nothing | Nothing | Priority as a Corner flag; Mark as a Label |
Devices and panels get separate stage fields because their choices differ. Each device type’s initials, like R or SW, belong to the choice, so they’re the same on every point.
Templates
Section titled “Templates”- A template per common device, such as a duplex receptacle, with Device type 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:
- “How many receptacles are still in rough-in, by floor?”
- “Which panels aren’t energized yet?”
- “What’s left on Level 2 before trim is done?”
Want a different setup? Tell Claude, ChatGPT or Grok Bot what your company does and ask it to adjust this one.