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.
Jobs With a CO
Jobs appear automatically when something is selected in the CO field on Projects.
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
All cities
Tomorrow Job Readiness
Complete one confirmation for every job scheduled tomorrow.
My Current Jobs
Tap job to reportPast Jobs
Older than 1 dayMOR Parts
Receive and transferEOD History For My Jobs
Assigned jobs onlyEOD by Others
Assigned jobs onlyMOR Assignment
Office intakeMOR Receiving Review
Mismatch flagsTransfer History
Office recordPart Holder Search
Who has it nowMoves
Move out and pull inFollow Ups
Today and this week
Not Submitted
Tomorrow's scheduled jobs that are still waiting for a technician readiness form.
0 jobs
Not Submitted
Tomorrow's scheduled jobs that are still waiting for a technician readiness form.
Submitted Readiness Forms
Every technician submission is stored here with its current resolution status.
Submitted Readiness Forms
Every technician submission is stored here with its current resolution status.
Confirmed Ready
Forms with acceptable answers and fully resolved support items are stored here.
0 confirmed
Confirmed Ready
Forms with acceptable answers and fully resolved support items are stored here.
PM Preparation Confirmations
Saved confirmation that the PM sent documents and verified parts, vendor meets, and lifts when applicable.
0 confirmations
PM Preparation Confirmations
Saved confirmation that the PM sent documents and verified parts, vendor meets, and lifts when applicable.