Dashboard
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Total Jobs
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all time
Intake Pending
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awaiting scheduling
Scheduled
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confirmed on calendar
Field Processing
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on-site, in progress
Field Complete
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ready for admin review
Admin / Invoicing
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reporting + billing
Unassigned
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needs technician

Recent Jobs

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Job ID Client Status Priority Submitted
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By Status

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All Jobs
Click any row to expand job details.
🔍
Job ID ↕ Client ↕ Job Types Technicians ↕ Window ↕ Priority ↕ Status ↕ Submitted ↕ Work Auth
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Submit New Job
Fill out the intake form to create a job and folder automatically.
Section 1

Operational Information

Required — triggers job creation workflow

Client name is required.
Service address is required.
At least one job type must be selected.
Select at least one technician or mark Unassigned.
Start date & time is required.
Estimated duration is required.
Scope of work is required.
Selecting Yes with a date, time, and tech will create the job as Scheduled automatically.
Enter a valid email address.
⚠️ Please correct the highlighted fields before submitting.
Submitting creates a job folder
and notifies the team.
Accounts Receivable
Jobs in "Report & Invoice Sent" status, tracked by age.
ℹ️ Jobs automatically appear here when they reach Report & Invoice Sent status. The 90-day clock starts from the submission date as a proxy until invoice dates are tracked in Phase 2. Jobs are sorted into aging buckets automatically — no manual action needed.
Critical (180+ days)
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severely overdue
Overdue (90–179 days)
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past 90-day threshold
Approaching (60–89 days)
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watch list
Recent (< 60 days)
—
invoiced, within window
🔴 Critical 180+ Days Outstanding 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.
🟠 Overdue 90–179 Days Outstanding 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.
🟡 Approaching 60–89 Days — Watch List 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.
🟢 Recent Under 60 Days — Invoiced 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.