How Systemize Works

Welcome to Systemize! Here's an overview of how the different parts work together to help you stay on top of your jobs. Understanding the big picture can make it easier to envision how you might use different features to solve your business problems.

In Systemize, all Jobs are organized by Accounts. You'll likely have some large Accounts for builders or box stores that have many Jobs assigned to them, and some smaller accounts for homeowners with only one or two Jobs. But every Job must be assigned to an Account.

Systemize Graph

Each of those Jobs will contain some combination of Activities, Forms and attached Files - and sometimes those items will be grouped into Phases.

Phases graph

Only Activities appear on the Calendar. You can, however, pull details from other parts of the Job that are related to an Activity and display those details on the square for that Activity. 

In the image below, the entire square is the Template Activity displayed on a calendar, but it is pulling in details from different parts of the Job.

Template Activity Calendar Display

Other help articles will go into more detail about these features - and most importantly - we'll show how you can solve business problems with Systemize!

Our documentation is a work in progress, so don't hesitate to call us at 866-312-9273 or email

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us