Job Dashboard / Cliff Pelzer
JP-C
Workflow
Intake
Kickoff
SubmittalsNEXT
Ordering
Shipping
Delivered
Billed & complete
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)$18,420
% billed to date0%
Open on SOSO 4425
What needs doing
2 items!
3 lines still need shop drawings
$
2 lines ready to order (not on a PO)
Sales order lines · SO# 4425
Tick the first column, then Apply for HFR / On Hold / submittal statuses. Shift-click selects a range. Tick Pick → Create PO.
| ☐ | Pick | Description | Released | Type | Qty | Unit sell | Line $ | Vendor | Status | On PO | Ship / tracking | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4" LED Downlight, 3000K, RoundPart · GEN-4RD-30-R | A | 12 | $185.00 | $2,220.00 | Allstar | Submittal | — | — | ||||
| 4" LED Downlight EM, 3000KPart · GEN-4RD-30-R-EM | A-EM | 2 | $265.00 | $530.00 | Allstar | Submittal | — | — | ||||
| Linear LED, 4ft, 3500K, Direct/IndirectPart · LTX-4-35-DI | B | 8 | $420.00 | $3,360.00 | Axis | Submittal HFR | — | — | ||||
| Wall wash LED, 3000KPart · WW-30-FL | C | 6 | $310.00 | $1,860.00 | Amerlux | Order | — | — | ||||
| Exit sign, single face, NYCPart · 44RLU1RNYC | EX | 4 | $134.00 | $536.00 | Chloride | Order | — | — | ||||
| Pico wireless 2-button, WhitePart · PJ2-2B-GWH-L01 | CTRL | 10 | $48.00 | $480.00 | Lutron | Shipping | 🔒 PO 14780 | ETA 11/08 · 1Z999… | ||||
| Occupancy sensor, ceilingPart · LRF2-OCR2B-P-WH | CTRL | 6 | $95.00 | $570.00 | Lutron | Shipping | 🔒 PO 14780 | ETA 11/08 · 1Z999… | ||||
| Freight / miscShipping | — | 1 | $250.00 | $250.00 | — | Delivered | — | Delivered 10/30 |
8 lines · sell $9,806 shown (sample) · mock only — clicks do nothing
Purchase orders by vendor
Lutron Electronics Co., Inc. ivan@lutron.comOrdered
PO 14780 · Lutron · 2 lines · cost $612 · 10/28 · Sent to vendor · released 10/28
No vendor yet email fills in when you create the POWaiting
Pick released lines above, then Create PO.
Submittals
1 of 4 approvedDrop submittals here
PDF or a picture. Click to browse, or drop more than one. The assistant reads the fixture lines and shows what would change. Nothing is written until you confirm.
Type A / A-EM · 4" LED DownlightNot Submitted
Type B · Linear LED 4ftSubmitted
Type C · Wall washApproved
CTRL · Pico + sensorsNo shop drawing needed
Fixture submittal status
Shop drawing files (mark sent / not sent)
Change orders
2 openCO-1 · Add · Extra Type A downlights
Owner / client request · added 10/22
Approved
+$1,480
CO-2 · Scope change · Swap Type B finish
Design change · added 11/01
Pending
+$620
Add CO / Change order quote
Outside quote
✉ Emails (1)
Staff only📥 Drop emails here (.msg, .eml or PDF) or click to choose
From Outlook, drag the email to your desktop or save it as a file, then drop it here. Never shown on the client page.
Gotham Lighting · Job sheet mockup JP-C Rail + full SO / CO / Submittals · Cliff Pelzer · SO 4425 · nothing is live