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.
Scheduled Jobs Missing Parts
Scheduled jobs with missing parts or an MOR still waiting to be cleared. Jobs within seven days are highlighted red.
0 jobs
Scheduled Jobs Missing Parts
Scheduled jobs with missing parts or an MOR still waiting to be cleared. Jobs within seven days are highlighted red.
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.
RISK
Active jobs with a CCD on the final calendar day of the current month.
0 jobs
RISK
Active jobs with a CCD on the final calendar day of the current month.
UPSIDE
Active jobs with a CCD on the first calendar day of the following month.
0 jobs
UPSIDE
Active jobs with a CCD on the first calendar day of the following month.
Tech
PM
IS
Operations Manager
Jobs Requiring a Lift
Jobs appear here automatically when Lift is changed from NO LIFT.
Find any request
Search IS/PM history
Search by job number or customer to see open and completed project, schedule, materials, lift, and permit requests.
Enter a job number or customer to review its complete request history.
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
MOR Tracking 0 need clearance
MOR Cleared
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
All cities
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 nowDaily schedule
Today's & Tomorrow's Meetings
Meetings are automatically listed in time order. Open the month when you need the bigger picture.
0 meetings
Today
Tomorrow
Add a meeting
Quick add
Paste a list with one item per line. Every line becomes its own to-do.
0 items