HUB Calendar - Final Spec

Hi Alex - this is the last round of clarifications before I build the final calendar system on your account. Should take 2-3 minutes. Hit "Send My Answers" at the bottom and your email opens pre-filled to send back to Mike.

Section 1 of 8

How should events show up in your calendar?

When you schedule Job 999 with All Floorz on a Building project, where should that event appear?

Recommended Option A: Trade calendar only
The event goes on the Flooring calendar only. To see all Building work, you'd toggle on the trade calendars Building uses.

Pros: One event per job, less clutter.
Cons: Filtering by division means toggling multiple trade calendars.
Option B: Both trade AND division calendar
The event is created twice: once on Flooring, once on Building. You can toggle "Building" to see all Building work at a glance.

Pros: Easy filter by division. Color stays on trade calendar.
Cons: Twice as many events, double-edits if you reschedule.

Section 2 of 8

Confirm the calendar list

Here's everything I'll create based on your email. Look it over - is anything wrong?

Calendar NameColorWhat it covers
Acoustical Ceilings AvocadoBoucher Acoustic
Aldana Paint BananaSub-specific (paint by Aldana)
Cleaning BasilHUB internal cleaning
Demo BlueberryDemolition work
Electrical Tangerine (locked)Capital Electrical Services + others
Sprinkler / Fire Alarm Cherry BlossomFire Equipment Inc.
Flooring TomatoAll Floorz + others
Glass CobaltR&M Glass
HVAC CocoaDCS + Mechanical subs
KND Plus Radicchio(needs definition - section 4)
Mayex Peacock(needs definition - section 4)
Miscellaneous GraphiteCatch-all for unmapped trades
Plumbing GrapeBeacon Mechanical (when plumbing)
Raul Team Sage(needs definition - section 4)
Site Work Birch(needs definition - section 4)
Building (division) EucalyptusDivision - per your email
Maintenance (division) PeacockDivision - collides with Mayex (sec 5)
Restoration (division) TomatoDivision - collides with Flooring (sec 5)
Is this list correct?

Section 3 of 8

Trades in your Q1 data that need a home

These show up in your sheet but weren't in your color list. Pick how to handle each.

CARPENTRY Jose Carpenter
DRYWALL Rise Contracting, Grey Hill Group
MECHANICAL Mana Mechanical, Interstate Mechanical, Beacon Mechanical
DOORS Mayex Services does these

Section 4 of 8

What kind of calendar is each new one?

For each new calendar in your list, tell me what kind of events go on it so I can route correctly.

DEMO (Blueberry)
KND PLUS (Radicchio)
MAYEX (Peacock)
RAUL TEAM (Sage)
SITE WORK (Birch)

Section 5 of 8

Color collisions to resolve

Two pairs of your calendars share colors - on the calendar they'll look identical. Pick how to handle each.

Maintenance (Peacock) vs Mayex (Peacock)
Restoration (Tomato) vs Flooring (Tomato)

Section 6 of 8

Event title and timing

These set the look of each event on the calendar.

Event title format
Job 103 - 75 State St - Capital Electrical Services
Job 103 - 75 State St
75 State St - Job 103 - Capital Electrical
Event timing
Multi-day jobs - do they span the days?

Section 7 of 8

Who uses it & how do you want to schedule?

Who else on your team needs to schedule jobs?
Scheduling method
Who needs view-only access to the calendars?
Should the calendar data also flow into a sheet for reporting?

Section 8 of 8

Anything else?

Trades I missed, sub names to add to the dropdown, layout preferences, anything I should know before building. Skip if nothing.