Operations command center
Field Tech
Lead to Job Flow
New leadWebsite form
→
EstimateSales rep visit
→
WonAuto-create project
→
ScheduledCrew + parts reserved
At-Risk Work
Live Operating Board
IS Project Updates
0 openSchedule updates for Atlas
0 openOpen updates
Completed updates
Weekly Morning Meeting Progress
Start is the first spreadsheet import of each day. End updates with every later import that day.
No CCD Date
Jobs currently missing a CCD date, excluding Status 7 and Status 13.
0 jobs
No CCD Date
Jobs currently missing a CCD date, excluding Status 7 and Status 13.
Past Due CCD
Jobs with a past-due CCD, excluding Pending Cancellation, Status 7, and Status 13.
0 jobs
Past Due CCD
Jobs with a past-due CCD, excluding Pending Cancellation, Status 7, and Status 13.
Not Scheduled In Month & Mismatch CCD and Schedule
Current-month CCD jobs with no Tech Scheduled date or a CCD and Tech Scheduled date mismatch, excluding Status 7 and Status 13.
0 jobs
Not Scheduled In Month & Mismatch CCD and Schedule
Current-month CCD jobs with no Tech Scheduled date or a CCD and Tech Scheduled date mismatch, excluding Status 7 and Status 13.
Jobs Scheduled Yesterday
Yesterday's spreadsheet and schedule jobs. Field Status comes from the Tech EOD when available.
0 jobs
Jobs Scheduled Yesterday
Yesterday's spreadsheet and schedule jobs. Field Status comes from the Tech EOD when available.
Jobs Scheduled Tomorrow
Tomorrow's spreadsheet and schedule jobs, with scope and parts verification.
0 jobs
Jobs Scheduled Tomorrow
Tomorrow's spreadsheet and schedule jobs, with scope and parts verification.
CFIN Sent
Status 7 turns red after 3 days. Status 13 is highlighted orange immediately.
0 jobs
CFIN Sent
Status 7 turns red after 3 days. Status 13 is highlighted orange immediately.
Tech
PM
IS
Operations Manager
Jobs Requiring a Lift
Jobs appear here automatically when Lift is changed from NO LIFT.
Add / Change CSD, CCD & Status
Find a project and submit any needed date or status changes together.
Open CSD, CCD & status requests
Completed CSD, CCD & status updates
Schedule Changes
Jobs appear here automatically when they are added or moved on the Schedule page.
Waiting to be added or updated in Atlas
Completed Atlas updates
Order Materials
Choose a project and send the shipping information and notes to the materials queue.
Open material orders
Completed material orders
Lifts
Submit a lift need and track it from Needed through Called OFF.
Open lift requests
Completed lift requests
Permits
Submit a permit need and track it through receipt.
Open permit requests
Completed permit requests
Jobs With a Permit
Jobs appear automatically when something is selected in the Permit field on Projects.
Scheduled Sub Jobs
Open a month to review its jobs. Jobs without a CCD date are kept in a separate section.
Sub
All subs
PM
All PMs
Customer
All customers
City