JJ
Ops Hub
Nick — Operations Lead
Shane — Field Supervisor
Liz — Scheduler / HR
Jenn — Finance / Ops
Nick — Operations Lead
Shane — Field Supervisor
Liz — Scheduler / HR
Jenn — Finance / Ops
Dashboard
Work Orders
New Work Order
New Work Order
Work Order Type
*
Billable Job
Standard client-facing service job — goes through the full quote → invoice pipeline
Billable
Internal Work Order
Operational task with no client billing — equipment maintenance, supply runs, facility issues
Non-billable
Account Work Order
Work performed at a client site that is NOT separately billed — warranty callbacks, complaint resolution
Non-billable (account-linked)
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Work Orders