Job Dashboard / Cliff Pelzer
JP-C1
Workflow
Intake
Kickoff
Submittals
Ordering
Shipping
Delivered
Billed & completeNEXT
Waiting
On Hold
HFR
Order
Submittal
Shipping
Delivered / Bill
Complete
Money summary
All percentages are by dollars, never by line count or qty.
Ready to bill now
$0
Job total (sell)$0
% billed to date0%
Open on SOSO 4425
What needs doing
2 items$
2 lines need a sell price
Lutron Pico + vacancy sensors are still $0 — fill Unit Sell $ before Create PO.
!
Ready to invoice / close
Workflow next step is Billed & complete once prices and POs are done.
SO lines · SO# 4425
All 2
Not on a PO yet 2
On order 0
Delivered 0
| Description | Released | Qty | Unit Sell $ | Line $ | Status | ||
|---|---|---|---|---|---|---|---|
|
Lutron Pico PJ2BRL
Lutron · 2-button raise/lower · wireless
|
4 | $0.00 | $0 | needs price | |||
|
LRF2-VCR2B-P-WH Vacancy sensors
Lutron · vacancy · white
|
4 | $0.00 | $0 | needs price |
2 lines
Sales order total: $0
Released saves when you click it. Sync QB pushes that line to the linked QuickBooks SO (qty + sell — $0 is fine). A lock means the line is already on a PO. Never invent a QB document number here.
Purchase orders by vendor
No vendor yet
2 lines not ordered yet ($0 sell). Select them above, confirm vendor + email, then Create PO.
Shipping & tracking
No ship dates yet — tracking appears here once a PO is placed.
Submittals
None yet
Drop PDF or picture submittals here
Assistant can read fixture lines from the file
Shop drawing files
No shop drawing files saved yet.
Emails (0)
Staff only
Drop emails here
.msg · .eml · PDF — drag from Outlook to desktop first if needed
Staff file upload
Staff only — never on the client page unless you use + To client. Up to 10 files · 25MB per link / 90MB max.
Questions / RFIs
None openPost a new RFI
Change orders
NoneNotes & Activity
Shared with the PMs on this job. Never shown to the client.
Recent notes
Anthony Romeo
Lutron Pico + vacancy sensors released — still need sell prices from Lutron before we cut the PO.
Activity
Synced from QuickBooks — SO 4425 linked
2 lines marked Released — Lutron Pico, vacancy sensors
Invoice IN-17202 created on SO 4425
Gotham Lighting · Job sheet mockup JP-C1 Full · Cliff Pelzer · SO 4425 · nothing is live
