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Tier 2 · Workspace

From first phone call to first trade on site, without retyping anything.

Workspace puts the sales pipeline, the job files, the team chat and the task board on top of Scheduler — so the enquiry you took on Tuesday becomes a scheduled job without ever being typed in twice.

$199per month, flat · inc. GST · unlimited users
Everything in SchedulerSales pipeline (kanban)Job files & document libraryTeam chatTask boardWon jobs flow to the scheduleLead temperature tracking
Coming SoonSee Pricing
The Problem

The jobs you lose are the ones you forgot to follow up.

Enquiries arrive by phone, text, email and Facebook. They end up in a notebook, a group chat and your inbox. Some get quoted, some get followed up, and some quietly go cold because you were on site the week you meant to ring them. Then the ones you do win get typed into a scheduling system from scratch. Workspace is the fix for both halves of that — one board for every live opportunity, and a straight line from Sold to scheduled.

Leads go cold in the gaps

Nobody decided to drop them. They just were not visible anywhere on a Tuesday afternoon.

The detail is scattered

Photos in your camera roll, the quote in email, the measurements in a notebook in the ute.

Winning a job means re-entering it

Client, address, scope and dates all typed a second time into whatever runs the build.

The Sales Board

Every opportunity on one board, moving left to right.

A new enquiry becomes a card the moment it lands. That card carries the client, the address, the trade tags and how warm the lead is, and it moves through your pipeline as the job progresses — New Client, Design, Quoting, Selections, Sold. You can see the whole month’s work in front of you instead of remembering it.

1
A lead lands as a card

Name, address, phone, trade tags and a lead-temperature label. Ten seconds, from your phone, standing in the driveway.

2
Drag it through the stages

Design, Quoting, Selections. The board is the follow-up list — if a card has not moved in two weeks, that is the phone call you owe someone.

3
Everything sticks to the card

Site photos, the measure-up, the quote, the emails. It is all on the card, not in three different apps.

4
Mark it Sold

The job flows straight into the Master Schedule with the client and address already filled in. You start scheduling, not data entry.

Shedula sales board: dragging a client card from Quoting through to Sold, which creates the scheduled job
Drag a card to Sold and the job appears on the Master Schedule.
Files & Documents

The plans, the quote and the photos live on the job.

Every job gets a Projects area — plans, elevations, engineering, permits, selections and site photos, filed against that build. Alongside it sits your company document library for the things that go out on every job: your safety docs, your terms, your induction pack. Your PM finds them without ringing you.

1
One place per job

Plans, permits, variations and photos on the job itself, so the person on site has the current version.

2
A company library

SWMS, insurances, terms, induction packs — stored once, attached to any job in a tap.

3
Photos from the field

Your PM and your trades add site photos from ShedulaGO and they land on the right job, dated.

4
Nothing lost when someone leaves

It is on the job, not in someone’s phone or personal email.

Whitcombe — EnsuiteProjects
PDFKitchen elevations v3Uploaded today · 2 pages
JPGSite photos — demo day14 photos · from Marcus (ShedulaGO PM)
DOCSelections scheduleTiles, tapware, benchtop
PDFBuilding permitCompany library · attached
DOCSWMS & insurancesCompany library · attached
Chat & Task Board

The conversation about the job, on the job.

Team chat and a task board sit inside each job, so the decision about the shower niche is findable in six months instead of buried in a group text with your mum’s birthday photos. Assign the follow-up to whoever is actually doing it and it shows up on their board.

1
Chat per job

One thread per build. Searchable, and it stays with the job when someone new picks it up.

2
Assign a task

Ring the cabinetmaker, order the tapware, chase the permit — with a name and a due date on it.

3
See what is outstanding

The board shows what has not happened yet across every job, not just the one you are standing in.

4
Your PM runs the day

ShedulaGO PM gives your supervisor the same board, so they stop ringing you to ask what is next.

Task Board4 open
MKChase cabinetmaker on benchtop lead timeWhitcombe — Ensuite · due FriUrgent
AWOrder tapware — matte blackReeve — Full House · due MonOpen
MKBook waterproofing inspection2035 Vasquez · due WedOpen
AWSend revised schedule to clientWhitcombe — EnsuiteDone
Everything Included

What you get on this tier.

Everything in Scheduler
  • Master Schedule and clash detection
  • Task-level scope with dates and trades
  • Email the trades and the client
  • Live client and tradie schedules
  • Cascade a delay through the build
  • All three ShedulaGO apps
  • Clock in / clock out
  • Handover & sign-off
Sales pipeline
  • Kanban sales board
  • New Client → Design → Quoting → Selections → Sold
  • Lead temperature labels
  • Trade tags on every card
  • Client and site details on the card
  • Sold jobs create the scheduled job
  • No re-entering client or address
Files & documents
  • Projects area on every job
  • Plans, permits, engineering and variations
  • Site photos from ShedulaGO PM and Tradie
  • Company document library
  • Attach library docs to any job
  • Everything dated and attributed
Team
  • Team chat per job
  • Task board with assignees and due dates
  • Cross-job view of what is outstanding
  • ShedulaGO PM — your site supervisor
  • Unlimited office users
  • No per-seat pricing
Where It Stops

Workspace runs the business. It does not price the job for you.

Workspace holds the quote, sends it and tracks it — but you still build the number somewhere else, usually a spreadsheet. If you want the estimate built inside Shedula off your own trade rates and markups, with close-rate reporting on the back of it, that is Estimating.

Questions

The things builders ask us.

Can I use the pipeline without changing how I schedule?

Yes. Workspace is Scheduler with more on top — nothing about the calendar changes. You can run the board for a month before you lean on the rest.

Do I have to move my old files in?

No. Start filing new jobs as they come. Most builders never migrate the old ones, they just stop adding to the old system.

Who can see the sales board?

Your office and your PM. Clients and subcontractors only ever see their own job in their own ShedulaGO — they never see the pipeline.

Does the chat replace our group texts?

For anything job-related, yes, and that is the point — the decision is attached to the job instead of scrolling away in a text thread.

What happens to a card we do not win?

It stays on the board as lost with the reason on it, so you can see your close rate and what you are losing on.

Stop losing jobs in the gaps.

One board for every live opportunity, and a straight line from Sold to scheduled.

Launch pricing · 14-day free trial · no setup fee · no lock-in

Everything In Workspace

Scheduler, plus the business around it.

Workspace adds the sales side and the paperwork — every enquiry on a board, every job’s documents in one place, and the team talking on the job instead of in a group chat.

Pipeline / Sales Board

Every enquiry moves across a 9-stage kanban board — New Client through to Sold — with lead temperature, quote value and follow-up dates visible at a glance.

No lead falls through
Projects — Every Job's Paperwork

Plans, contracts and schedules filed against every live job from day one — part of Scheduler, so it's there from your very first job.

Included from Tier 1
Team Task Board

Assign to-dos across your office and site crew, track jobs ready to handover, and keep contracts & invoices moving — nothing lives in someone's inbox.

Keeps the whole team aligned
Team Chat

Message the crew job-by-job or company-wide, right next to the schedule. No more decisions buried in a group text nobody can search.

Replaces the group text
Variations, Agreed In Writing

Raise a variation, the client sees it in ShedulaGO, and the decision is recorded against the job — not lost in a text thread you have to go digging for six months later.

Protects the margin and the relationship