The Touchplan Implementation Handbook for Specialty Contractors is a step-by-step guide to setting up and managing projects in Touchplan. Built specifically for specialty trade partners, the handbook walks teams through best practices for structuring projects, aligning roles, and fostering collaboration across multiple jobs.
Inside, you’ll find practical instructions on how to:
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Build phase plans and swim lanes that reflect project goals, scope, and workflows.
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Assign roles and locations to make responsibilities clear and improve reporting accuracy.
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Use the View Crew Size feature to balance workloads, prevent over- or under-scheduling, and maximize crew efficiency.
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Leverage the Quantity Tracking Dashboard to monitor materials used on site, compare planned vs. actual data, and proactively plan for upcoming needs.
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Run a hands-on planning exercise to get teams comfortable before their first project meeting.
By following the handbook, specialty contractors can develop a standardized planning approach that drives collaboration, improves visibility, and keeps projects on time and on budget.
