Board (home)
Why: one dense table, grouped by the stage the job is actually in, carrying the thing to do next and the thing that stops it. Office staff live here, so it is a table and not a card grid — and every count above it opens the rows behind it.
Board 9 jobs
All jobs, grouped by stage. Demo data — no client, price or site here is real.
as of 2 Nov 2026, 07:00 PT
| Job | Client | Site | Owner | Value | Floor check | Next action | Due | Invoice |
|---|---|---|---|---|---|---|---|---|
| 02Site walk1 joboldest 9d | ||||||||
| 01012026CAN-01Unassigned | Sample Facilities LLC | 12 Placeholder AveHayward, CA | Office | — | Not yet | Walk the building, photograph dead zones | Nov 12 | Not started |
| 03Scope1 joboldest 5d | ||||||||
| 01012026CAN-02Unassigned | Sample Facilities LLC | 640 Sample RdVallejo, CA | Office | — | Not yet | Request drawings from the owner rep | Nov 14 | Not started |
| 04Materials1 joboldest 16d | ||||||||
| 01012026CAN-03Crew B | Sample Facilities LLC | 33 Demo CtSacramento, CA Permit not issued | Office | $12,600 | Below | Confirm the material date with the client | Nov 5 Mat. not set | Hold |
| 05Project Start1 joboldest 1d | ||||||||
| 01012026CAN-04Crew A | Example Property Group | 145 Sample StOakland, CA | Crew Lead | $42,750 | Above | Headend first, then the riser | Nov 3 Mat. Oct 31 · client | Paid |
| 06Daily routine2 jobsoldest 17d | ||||||||
| 01012026CAN-05Crew A | Demo GC Co. | 900 Placeholder RdSan Jose, CA | Crew Lead | $27,900 | Above | File the crew's daily photo set | Oct 27 Overdue Mat. Oct 24 · client | Not started |
| 01012026CAN-06Crew B Job on hold | Example Property Group | 810 Sample WayBerkeley, CA | Crew Lead | $31,200 | Not yet | Chase the hold, then book the punch walk | Nov 10 Mat. Oct 20 · client | Not started |
| 08Test1 joboldest 3d | ||||||||
| 01012026CAN-07Crew A | Demo GC Co. | 2200 Example AveFremont, CA AHJ insp. Jan 12 | Office | $18,480 | At floor | Sweep and PIM, then book the AHJ benchmark | Nov 6 | Not started |
| 09Punch1 joboldest 6d | ||||||||
| 01012026CAN-08Crew A | Demo GC Co. | 4700 Example BlvdSanta Clara, CA AHJ insp. Nov 24 | Cong | $9,850 | Above | Close 3 punch items, attach the photos | Nov 7 | Retention held |
| 11Closeout1 joboldest 1d | ||||||||
| 01012026CAN-09Crew B | Example Property Group | 55 Demo StRichmond, CA | Accounts | $22,300 | Above | Assemble as-builts and acceptance results | Nov 8 | Invoiced |
Job
Why: the job record is one page with four tabs, so the office never has to guess where a document lives. The right rail holds the one thing that matters at any moment — the next action, its owner and its due date — and it stays on screen while the tabs change under it.
Board / 01012026CAN-07
2200 Example Ave — ERRCS install
Demo GC Co. · Fremont, CA · PO 01012026CAN-07 · demo data
Quote — labour lines
Edit lines| Line | Hours | Rate | Extended | Floor |
|---|---|---|---|---|
| Benchmark and site survey | 8 | $110 | $880 | At floor |
| Donor antenna and mount, rooftop | 16 | $110 | $1,760 | At floor |
| Headend / BDA — rack, power, monitoring | 40 | $110 | $4,400 | At floor |
| Feeder routing and termination | 56 | $110 | $6,160 | At floor |
| Distribution antennas and splitters | 24 | $110 | $2,640 | At floor |
| Sweep, PIM and system balance | 16 | $110 | $1,760 | At floor |
| As-builts and closeout documentation | 8 | $110 | $880 | At floor |
Records
All 6- Oct 27Photo sweep — day 3 install Filed
- Oct 24Change note — 2 extra distribution antennas Needs price
- Oct 20Crew daily report, 4 photos Filed
- Oct 16Materials received — cut sheet attached Filed
Client
Why: one client record holds who to call, how they pay, and every job and site they own. The job and site lists are the reason to open it — a client page that only shows an address book is a page nobody opens twice.
Clients / Demo GC Co.
Contacts
Add contact| Name | Role | Phone | |
|---|---|---|---|
| A. Rivera | Project manager | 555-0100 | pm@example.com |
| J. Okafor | Site superintendent | 555-0111 | field@example.com |
| Accounts | Billing | 555-0122 | ap@example.com |
Jobs
On the board| Job | Site | Stage | Value | Due | Invoice |
|---|---|---|---|---|---|
| 01012026CAN-07 | 2200 Example Ave, Fremont | Test | $18,480 | Nov 6 | Not started |
| 01012026CAN-05 | 900 Placeholder Rd, San Jose | Daily routine | $27,900 | Oct 27 Overdue | Not started |
| 01012026CAN-08 | 4700 Example Blvd, Santa Clara | Punch | $9,850 | Nov 7 | Hold |
Site / asset
Why: this is the monitoring and annuity view. The inspection due date is the loudest number on the page, because it is the thing that brings the building back for re-testing — and every visit that has ever happened at this address is one list.
Demo GC Co. / 2200 Example Ave
2200 Example Ave, Fremont CA
Demo GC Co. · ERRCS · BDA installed · demo data
Address and asset
Edit| Address | 2200 Example Ave, Fremont, CA 94538 — 4 floors, below-grade parking |
|---|---|
| BDA make / model | Demo BDA — 700/800 MHz public safety placeholder |
| BDA serial | DEMO-BDA-0001 |
| Headend serial | DEMO-HE-0001 |
| AHJ | Sample City Fire Marshal — replace with the real authority to confirm |
| Standard in force | Locally adopted edition; NFPA 1225 referenced confirm with AHJ |
| Monitoring | Alarm path to a monitored line demo |
| Battery standby | Installed, charging Checked Oct 27 |
Visit history
Log a visit| Date | Visit type | Technician | Result | Photos | Record |
|---|---|---|---|---|---|
| Oct 27, 2026 | Install — day 3 | Crew A · demo | In progress | 6 | Open |
| Oct 24, 2026 | Change — added antennas | Crew A · demo | Needs price | 2 | Open |
| Apr 08, 2026 | Service call — alarm fault | Crew A · demo | Cleared | 4 | Open |
| Jan 12, 2026 | Inspection — benchmark | Crew A · demo | Passed | 12 | Open |
Visit record
Why: this is the screen the office fills from what the crew sends back, and it becomes the mobile screen at the two-crews trigger — so the field order is a contract and must not be rearranged. One prompt per line, three answers, one note line: the paper sheet's shape, on screen.
01012026CAN-07 / 2200 Example Ave / Visit record
Test visit — Oct 29, 2026
2200 Example Ave, Fremont CA · Crew A · demo data
Checklist
Field order fixedOne prompt per line, in the order the work happens. Pass, fail or not applicable; the note line is for the thing the next person needs to know.
-
Donor signal confirmed at the donor antenna locationRecord the reading in the test table below.
-
Donor antenna, mount, grounding and weatherproofing
-
Headend / BDA rack secured, powered and labelled
-
Battery standby installed and charging
-
Alarm reporting verified on the monitored path
-
Feeder routed, supported and terminated to standard
-
Distribution antennas and splitters installed as drawn
-
Sweep and PIM run on every feeder — results attached
-
Signal strength measured against the AHJ's criteria
-
System balance and gain set — no hot spots or dead spots
-
Public-safety band integrity checked — no interference
-
As-builts, photos and punch items complete — client walkthrough held
Test readings
Add a readingOne row per measurement. Criterion is what the AHJ applies at this building — the numbers below are demo values, not a CTS standard.
| Reading | Location | Measured | Criterion | Result |
|---|---|---|---|---|
| Donor signal | Roof, donor mast | -78 dBm | ≥ -85 dBm (demo) | Pass |
| In-building signal | Floor 2, worst case | -91 dBm | ≥ -95 dBm (typical) | Pass |
| In-building signal | Stairwell B, level 1 | -97 dBm | Stricter — AHJ applies | To confirm |
| Return loss | Headend, feeder 1 | -22 dB | ≤ -20 dB (demo) | Pass |
| PIM | Headend, feeder 1 | -145 dBc | ≤ -140 dBc (demo) | Pass |
Photos
6 slots — 0 attachedFixed slots, so a missing photo shows up as an empty box rather than a gap in the record. The office files what the crew sends over WhatsApp into these slots.
Client sign-off
Today the crew signs on paper; this block records that it happened and who signed. At the two-crews trigger the signature is captured on the device instead.
Quotes
Why: a quote goes out, gets chased, gets re-priced, is won or lost — and quoting is not a stage of delivery, so it needs its own record. One row per quote, in the order to chase it, carrying the day to call on and what came back. A Won quote sets that job's Awarded date; a Lost quote flags the job Cancelled, reason not awarded. It carries no money state and no send button: the value is a record field, and sending a quote is a workflow action with a recorded approval.
Quotes 9 quotes
One row per quote, in chase order — the earliest follow-up first. Demo data: no client, site, price or date here is real.
as of 15 Nov 2026, 07:00 PT
Open labour value: fixed-price quotes only — a T&M quote has no comparable number, and the superseded revision is in no figure. Follow-up is the sent date + 3 business days, Mon–Fri — the chase interval, set by Tony on 15 Nov 2026.
| PO # | Client | Site | Rev · basis | Value (labour) | Status | Sent | Follow-up | Outcome | Owner |
|---|---|---|---|---|---|---|---|---|---|
| 01112026CAN-02 Asked for the riser priced apart | Demo GC Co. | 77 Sample CtLivermore, CA | Rev 1Fixed price | $4,875 | Sent | Oct 28 | — | — | Office |
| 01112026CAN-03 Chased twice, no answer — ask for a walk date | Sample Facilities LLC | 210 Sample StHayward, CA | Rev 1Fixed price | $12,400 | Sent | Nov 3 | — | — | Cong |
| 01112026CAN-04 Verbal yes — waiting on their paperwork | Example Property Group | 145 Sample StOakland, CA | Rev 2Fixed price | $6,900 | Sent | Nov 10 | — | — | Office |
| 01112026CAN-05 Wants a T&M start while the scope firms up | Sample Facilities LLC | 640 Sample RdVallejo, CA | Rev 1T&M | — | Sent | Nov 12 | — | — | Crew Lead |
| 01112026CAN-06 Rev 2 out — same site, re-priced | Demo GC Co. | 1200 Demo BlvdSanta Clara, CA | Rev 2Fixed price | $9,850 | Sent | Nov 13 | — | — | Office |
| 01112026CAN-01 Priced from the walk — waiting on the drawings | Demo GC Co. | 44 Placeholder WayConcord, CA | Rev 1Fixed price | $3,150 | Draft | — | — | — | Office |
| 01112026CAN-06 Re-priced after the walk — this is the row it replaced | Demo GC Co. | 1200 Demo BlvdSanta Clara, CA | Rev 1SupersededFixed price · Rev 2 is live | $9,200 | Revised | Oct 30 | — | — | Office |
| 01112026CAN-08 Accepted on the call | Example Property Group | 88 Sample AvePalo Alto, CA | Rev 2Fixed price | $18,480 | Won | Oct 20 | — | Nov 5Awarded | Cong |
| 01112026CAN-09 Went with the incumbent on price | Sample Facilities LLC | 800 Demo AveSan Leandro, CA | Rev 1Fixed price | $5,400 | Lost | Oct 15 | — | Nov 3Not awarded | Tony |
| No quote matches this filter. | |||||||||
Read-only in v1. Recording a Won or a Lost is a record edit, not a send: Won writes the job's Awarded date, Lost flags the job Cancelled, reason not awarded. Quote status lives here and only here; money state belongs to Xero and reaches the office through the Board. No quote editor, no stage change, no send button.
Live register, read 15 Nov 2026, 11:41 +07: 0 past follow-up · 0 going out this week · 0 won, 30 days · 2 open · $8,025 labour. Two quotes, both drafts at Scope, neither sent, neither awarded — the rows above are the labelled demo set, not that book.
Weekly due digest
Why: one read-only page that answers "what is late, and what is coming" for the Monday meeting. Printable — it is the only screen that is meant to leave the screen.
Week of Nov 2 – 8, 2026
Read-only. Refresh is the only action — nothing on this page can be edited.
Late
1 item| Job | Client | Next action | Owner | Was due |
|---|---|---|---|---|
| 01012026CAN-05 | Demo GC Co. | File the crew's daily photo set | Office · demo | Oct 27 |
Inspections in the next 90 days
2 sites| Site | Client | Inspection due | Days | Last result | Quoted |
|---|---|---|---|---|---|
| 2200 Example Ave, Fremont | Demo GC Co. | Jan 12, 2027 | 71 | Passed | No |
| 4700 Example Blvd, Santa Clara | Demo GC Co. | Nov 24, 2026 | 22 | Passed | No |
Demo dates. A real digest would be generated from the site records; the 90-day window and the 30-day booking rule are design choices, not CTS policy — see NOTES.