Everything in motion across the company. Bid due dates, job starts, job ends, all in one view.
Job Walk Bid Due Job Start Job End Meeting Reminder Deadline Other
PM Alerts
Shared task log. Anyone in the office can post a task. Updates appear in real time.
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Weekly Hub
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SOPs
Standard operating procedures for the Keta workflow. Editable and shared with the whole team.
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Settings
Google Drive Integration
Paste the URLs of two folders from your Drive. Right-click the folder in Drive → Get link → copy URL → paste here.
The "02 — Prospects" folder. New prospect folders get created inside this.
The "_Template — Copy Me for New Prospects" folder. Its 7 subfolders get duplicated for each new prospect.
The "01 — Active Jobs" folder. New active job folders get created inside this.
The "_Template — Copy Me for New Active Jobs" folder. Its 14 subfolders get duplicated when a prospect converts.
The "03 — Lost Jobs" folder. Prospect folders move here when marked as Lost.
The "04 — Closed Jobs" folder. Active job folders move here when status is set to Complete.
Team Access
Anyone on this list can sign in to the CRM with their Google account. Emails are saved exactly as typed (lowercase).
Drive Cleanup
Finds folders in your Prospects, Active Jobs, Closed Jobs, and Lost Jobs folders that no longer match a prospect or job in the CRM (orphans left behind by past deletes). Review the list, then move the ones you choose to Drive Trash (recoverable for 30 days). Template folders are always skipped.
Standardize Job Folders
Updates existing Active Jobs and Closed Jobs folders to the current 13-folder layout: removes the old "Draws" folder (moving any files inside it into "Invoices" first) and renumbers the rest so they're sequential. Scan to preview every change before applying. Template folders are skipped.
Team & Color Coding
Define your project managers and crew. Each person's color is used everywhere they appear — calendar, jobs, PM alerts, and the weekly hub.
Active Job
JOB WALK BRIEFING
Project
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Date of Walk
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Address
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Project Manager
Meeting Point
Permitted Job
Expected Attendees · Internal only — hidden on print