Roles
Clearance Map
Mike PaynottaEmployee / App Dev / highest clearance
Tyler WhiteOwner / field manager / installer
Tracey WhiteOwner / sales management
JaniceSecretary / office admin
DRE FieldOps
Jobs, clock, receipts, and site updates
Company App
DRE Field Operations
Today
Current Jobs
Open a job packet to add site updates, receipts, progress photos, or problem photos.
Jobs
Active Job Board
Approved Job Intake
Create Job Site Packet
Schedule
3-Month Job Calendar
Scheduled
Active
Delayed
Late
Clock In
Site Time
Recent Site Time
Payroll
Weekly Timecard
| Employee | Week / Year | Job | In | Lunch Start | Lunch End | Out | Total Hrs |
|---|
Tool Out
Tool Checkout
Field Input
Requests
Command Center
Today's Big Picture
What needs attention right now.
Dispatch
Who Goes Where, When
Job Sites
Selected Workload
Work Items
Requests, Punch, Problems, Changes, Notes
Office Review
Approval Queue
Forecast
Projection Drift
Drift Alerts
Jobs Over Projection
Forecast Table
Projected vs Actual
| Job | Dates | Hours | Receipts | Variance |
|---|
Reports
Daily Reports
Job Cost
Summary
| Job | Labor | Receipts | Requests | Risk |
|---|
Forecast Variance
Baseline, Latest, Outcome
| Job | Hours | Spend | Outcome | Signal |
|---|
Accounting Handoff
Downloads and QuickBooks Queue
CSV downloads are ready to hand to the bookkeeper today. The QuickBooks queue marks records for accounting but does not create QuickBooks entries automatically yet.
Payroll Control
Pay Period Review
1. Field submits
2. Office reviews exceptions
3. Owner approves
4. Queue payroll export
Continuity Records
Employees
QuickBooks Mapping