How operations works

Operations is where solar contractors deliver the work they sold. There are two kinds of work here:

• Projects: the install work a customer bought. A Project is built from a Project Template into stages and work items (tasks, permits, applications, plan sets, work orders, payments), and moves through those items until the job is done.
• Service work: everything that happens after the install, or that a customer reports as a problem. It starts as a Case, which turns into Work Orders that get scheduled and dispatched to a technician, who fills a Report when the visit is done.

Where the two paths meet

A Project and a Case aren't separate systems. A Work Order can live inside a Project's stages (for example, an install day or a final inspection), or it can stand alone, created directly from a Case. Either way, a Work Order is scheduled the same way, shows up on the same Dispatch Board, and drives the same technician Report.

The Operations menu

The left sidebar under Operations lists:

• Field Work, a box at the top with two rows:
  • Dispatch Board: the day-to-day calendar for scheduling and dispatching technicians.
  • Review Work: tracks each finished work order through Visit, Review, Follow-up, and Billing, with a full History.
• Dashboard: every active project as a small colored card under its stage, with the ones that need attention counted. See Read the Operations dashboard.
• My Work: your own open work, with Tasks, All Work, and (for managers) Team Dashboard.
• Projects: every Project, as a list, board, or map. Under it:
  • Plansets: plan sets for projects. See Plan sets.
  • Permits and Applications: permit and application records across projects.
  • Holds: every project hold, active or resolved.
  • Work Orders: every Work Order, whether it belongs to a Project or not.
  • Reports: technician visit reports.
• Cases: every service Case.
• Materials: the Material Requests list of material orders.
• RMAs: equipment returns.

The Dashboard page opens on a strip of stages for the project template with the most active projects. Each stage is green, yellow, or red, with a small card for every active project under it. Click a stage to see its steps and projects. The Departments tab shows how each department's work is going.

Guides in this section

• How projects work: the project record chain, stages, work items, and statuses.
  • Place and resolve a project hold
  • Hourly pricing and billing
  • The Billing tab
  • The project snapshot
  • Change orders
  • Read the Operations dashboard
• Service work: cases, work orders, review, and close-out.
  • The Cases list
  • Merge duplicate cases
  • Work with reports
  • Get paid before the customer sees the report
• Scheduling & dispatch: the Dispatch Board and appointments.
  • The dispatch work table
• Technician app: what a technician sees in the field.