Text the to-do, find it in TickTick
Connect TickTick on your private page and CrewBuddy can add tasks with due dates, read what is open and move things when the week changes.
Text it like this
Fictional example.
How it connects
CrewBuddy uses TickTick’s own connection for AI assistants. In TickTick on the web, open Settings, then Account, then API Token, make a token and paste it in the TickTick box on your private page. You can do it yourself in a couple of minutes, and the token never goes in a text.
What it is good for
The stuff that comes up between jobs: a callback, a part to order, an estimate to send, a payment to chase. Text it the moment you think of it and CrewBuddy files it with a date. It also turns things into tasks: the punch items from a walkthrough, the follow-up dates on an estimate, the questions for a GC from a bid summary.
Ask "what is overdue?" or "what is on for tomorrow?" and it answers from TickTick, then moves or completes tasks when you say so.
What it does not do
It changes tasks only when you ask, and it does not text your crew about their tasks. TickTick handles its own notifications the way you have them set. The calendar connection is read-only, so a dated TickTick task is the way to get something on your list by text. CrewBuddy’s scheduled texts, like the Monday weather check, cannot read TickTick at that time, so ask in chat for the live list.
A typical day
Morning, ask what is on for today and CrewBuddy reads your list back in order. At a walkthrough, text the three things you promised the customer and they become tasks. At the supply house, ask what you still need to order. In the evening, ask what slipped and move it to tomorrow with one text.
Disconnecting
To cut the connection, delete the token in TickTick’s settings and it stops working at once. Your tasks stay in TickTick as they are.
Set a private check-back task
Use a customer-requested follow-up date to prepare or add your own task when the TickTick connection is configured. Start with Set a private check-back task.
Remember the callback handoff
Prepare a task naming the job and responsible person. Urgent reports follow your urgent-call process. Start with Remember the callback handoff.
Keep a supply check due
Turn the reviewed list into a dated task for you. TickTick notifications follow its own account settings. Start with Keep a supply check due.
Already keep a list on paper? CrewBuddy also keeps simple lists in your files. TickTick is for crews who already use it every day.
Sources: TickTick MCP
Setup in 3 steps
CrewBuddy reads your TickTick tasks and adds or changes them when you ask, so callbacks, orders and follow-ups land in the list you already check.
- Make the TickTick token in your account settings.
- Save it privately and verify the intended list.
- Add and read back one task with a clear date.