The whole set. No fluff.
Everything the job needs, organized by where it lives — from the lead that comes in to the PTO that closes it out. Same console grammar end to end.
| Job | Owner | Days | ||
|---|---|---|---|---|
1142 Camino Salazar RES SOLAR | Marcus T. | Permit submittal | Submit packet to El Cajon | 6d 23:59:50 |
88 Okafor Ct RES ROOFING | Dana R. | Material order | Confirm shingle color | 2d |
4200 Whitfield Bldg C COMM SOLAR | Project mgr (role) | Interconnection | File NEM3 with SDG&E | 4d |
617 Nguyen Way RES SOLAR | Priya K. | Install scheduled | Confirm crew + MPU | 1d |
23 Brandt Mesa RES ROOFING | Cole M. | Final inspection | Book city inspector | 5d |
9051 Reyes Terrace RES SOLAR | Jess L.· waiting | JCO photos | Customer to send meter access | 3d |
775 Caldwell Plaza COMM ROOFING | Sam V. | Proposal sent | Follow up on signature | 2d |
Nobody owns everything. Somebody owns this.
Every project has exactly one current owner and a days-in-court clock. The accountability board ranks the whole shop by who’s been holding the ball longest, and action history logs every handoff.
Submit permit packet to El Cajon
The work orders write themselves.
Assembly rules read the job — type, financer, AHJ, battery, MPU, utility — and stack the right work orders, tagged to where they came from. Field or office, with SLA clocks and checklists.
Your pipeline. Squared, and yours alone.
Per-trade templates, snapshotted into each job at creation so one project’s changes never touch another’s. Soft gates warn on unmet conditions — financing not funded yet — and then get out of your way.
- Lead
- Design
- 3PermitGate
- 4Install
- 5Inspect
- 6PTO
Soft gate · financing
Financing not yet funded — proceed anyway?
GoodLeap approval pending · gate clears when funded
Capture once. Prove it forever.
Guided shoots (LightReach JCO and more) walk the crew section by section and capture equipment serials into the as-built register on the spot. Quick shoots handle everything else — in and out in under five minutes, offline-safe.
| Type | Model | Serial | Location |
|---|---|---|---|
| INVERTER | IQ8M-72 | 8F3K-22910-A | Garage wallVERIFIED |
| BATTERY | 5P-13.5 | 9KL2-55821 | GarageVERIFIED |
| METER | SDG&E | — | ExteriorPENDING |
Each captured serial writes a project_equipment record · warranty + financer verification
Contracts and money, in the same place as the work.
Ask the board, not a brochure.
Per-project status summaries, scope-of-work assist, and a company-wide chatbot grounded in your actual projects — owners, clocks, stages, money. Answers that link back into the job.
Built for the bench seat and the back office.
A field-crew PWA with an offline photo queue, and a magic-link customer portal that shows stage, dates, and payment milestones — and nothing internal.
Uploads when the bars come back.
Start Jun 24 · Done Jun 27
- DepositPaid
- Install drawDue
- FinalPending
Customer sees status only.
Plugs into what you already run.
Stop chasing.
Start running.
One board. Every job. One name on every clock. Tell us your trade and we’ll load it onto the board.