Production Queue
Active Jobs Dashboard
The Jobs Dashboard is your production triage board. Active jobs are sorted by overdue task count by default, so the highest-risk work rises to the top. Filter by production stage, spot jobs with no active tasks, and clean up completed jobs that still have open office work.
- Stage filters: Initiation, Pre-Construction, Procurement, Construction, Post-Construction
- Status highlights for On Track, No Active Tasks, and Overdue Tasks
- Overdue and future task counts plus days-since-sold on every row
- Closed w/Tasks view catches finished jobs that still have open work
- Expandable rows with sold, start, completed, and paid dates plus sales rep
- Quick actions to open the job workspace, edit, or jump to the customer's Drive folder
Job Command Center
Job Details Workspace
Every job opens into a complete command center. Customer assignment, production notes, office tasks, measurements, design planning, material orders, work orders, expenses, payments, financials, marketing handoff, and milestone dates live under one record — with a focused tab for each team and a snapshot view for leadership.
- Job header with lifecycle dates and financial summary cards
- Customer workspace with reassignment, job-site address, and rep split ownership
- Append-only production notes that preserve full history
- Embedded task queue with active, overdue, completed, and upcoming counts
- Work orders with scope, trades, priorities, estimates, and crew labor assignments
- Material orders with quotes, delivery ETAs, confirmations, and linked expense rows
- Expense ledger with projected vs. actual costs and verification locking
- Financials tab with margin math, variance highlights, and invoice totals
- Marketing tab that packages finished-job stories, photos, and reviews for handoff
- Timeline of milestones: Sold, Final Measure, RTP, Orders, Delivery, Start, Completed, Paid
- Internal customer rating with score, star display, and reason
- Permission-aware tabs, so each team sees only what they should
Field to Factory
Measurements & Design Planning
Field measurements flow directly into design and material planning. Capture each opening with widths, heights, slopes, and notes; the Designer uses those saved openings to plan frame systems, colors, glass or vinyl options, and unit layouts — then generates the material list your order is built from.
- Opening-by-opening capture in decimal inches with readable fractional entry
- Visual opening diagrams with optional reference photos from the job's Drive library
- Slope readings and calculated min/max dimensions per opening
- Measurement audit history, so changes to saved openings are reviewable
- Designer setup for source system, extrusions, color, glass/vinyl, and sizing mode
- Stale-measurement warnings when field data changes after design work starts
- Generated material review with needed, in-warehouse, and order quantities
- Manual material rows for field-built, filler, or custom items
- Designer lock so finalized planning can't drift before ordering
Inventory
Warehouse Inventory
Track physical materials from catalog setup through receipt, job allocation, and confirmed usage. The warehouse workspace shows what's in stock, what's committed to jobs, and what still needs confirmation — and it connects every allocation to job costing automatically.
- Dashboard with active items, receipts, pending allocations, and low-stock signals
- Running balances: received, used, allocated, and remaining per item
- Stock receipts with quantity, unit cost, received date, and received-by context
- Job allocations that can't exceed remaining warehouse quantity
- Mark-as-used stamps the linked job expense with the usage date
- Guardrails prevent receipt deletions that would drive stock negative
- Tenant material catalog with SKUs, system types, colors, units, and costs
- Manage a job's allocations right from the job workspace
Crew Scheduling
Production Labor Log
Schedule crew labor on a weekly board, review the week by job or by crew, and convert planned labor into actual paid and verified records — all in one workspace. Active jobs and open warranty work without scheduled labor stay visible, so nothing slips through the week unnoticed.
- Weekly Monday-through-Sunday board with Job View and Crew View
- Unscheduled active jobs and warranty issues flagged every week
- Labor entries with job, crew, date range, type, portion, and amount
- Paid and verified status visible directly on calendar cards
- Links to crew work orders and matching job payment records
- Copy an entry to a new week with payment status cleared automatically
- Verified entries lock unless the user has verification authority
Service
Warranty & Customer Issues
Post-install problems get a dedicated queue instead of an email thread. Every warranty claim or customer issue links back to the original job, moves through explicit statuses, and keeps a dated follow-up log — so aging issues stay visible until they're truly closed.
- Issue types for Labor, Materials, and Customer concerns
- Statuses from New through Resolution Identified, Scheduled, On Hold, and Closed
- Age-in-days and last-update sorting keeps stale issues from hiding
- Running issue log preserves customer-facing update history
- Repetitive-issue flagging reveals recurring product or process problems
- Open warranty locations appear on the operations map alongside active jobs
Geography
Job Maps & Customer References
Two map views show where work is happening and where it's been done. The operations map plots active jobs and warranty items for spatial planning. The closed jobs map turns completed work into a visual reference library — mark strong customers as references and rate them right from the map.
- Active jobs and warranty work as toggleable map layers
- Closed jobs filtered by project type for targeted reference searches
- Mark completed customers as recommended references from the map
- Customer ratings and rating notes maintained in map context
- Unmapped records shown separately, so bad addresses are visible, not hidden
- Open job or warranty details straight from a marker
Leadership
Operations Scorecard
A 13-week quarterly grid built for recurring leadership review. Pipeline activity, sales, job revenue milestones, warranty pressure, five-star reviews, and profitability appear week by week with actuals above targets — plus met/missed indicators, quarter totals, and a full-screen mode for the meeting room.
- 13-week quarter view with the current week highlighted
- Pipeline metrics from Unreached through Opportunity, plus leads, deals, and closing rate
- Job milestones: Completed, Paid, Verified, and gross profit margin
- Warranty counts and five-star review tracking against goals
- Check and warning indicators per week, with reverse logic where lower is better
- Total and average columns across the quarter, with historical quarter lookback
Reputation
Review Trends
Understand how customer review volume is changing over time and across locations. Quarterly, annual, and 10-year views turn your review data into simple trend lines, so you can tell whether review-generation efforts are building momentum or stalling.
- Multi-location line charts with a series per active review location
- Quarterly view by week, annual view by month, 10-year view by quarter
- KPI totals for reviews, active locations, and reporting periods
- Previous/next navigation through every reporting window