Contractor Recommended Workflow
For Maximum Operational Margin

Where you should be: Desktop Command Center → Live Dispatch Board.

• 1.Review Route Clustering: Verify jobs are assigned by geographical proximity to eliminate cross-town travel waste.
• 2.Check Van Par-Stock Alerts: Confirm each service truck has the mandatory consumables (breakers, copper fittings, capacitors) flagged from yesterday's usage.
• 3.Publish Dispatch Queue: Lock in customer contact numbers, gate codes, and access notes so workers have everything on their phones with 0 questions.

• 1.Morning Checklist: Worker taps “Truck Staging” to confirm physical inventory matches required parts for Stops #1 and #2.
• 2.1-Tap ‘En Route’: Worker taps “En Route” → The app automatically triggers a real-time SMS to the homeowner with live GPS arrival tracking. Customer check-in calls drop to zero.

• 1.Tap ‘Arrived & Clock In’: Records geolocation and starts the job timer for accurate labor burdening.
• 2.Execute Code Calculators (Even with 0 Signal): Tech uses built-in calculators (NEC conduit fill/voltage drop, Manual J BTU load, UPC DFU pipe sizing). 1 tap converts results directly into line-item parts.
• 3.Present 3 Tiers (Good / Better / Best): Present the phone to the homeowner at the table. Explain: “Option 1 is code repair, Option 2 is our standard replacement with 5-year warranty, and Option 3 includes surge protection and high efficiency.”
• 4.Finger Signature: Homeowner taps their chosen tier and signs with their finger. Contract generates instantly with state statutory lien protections.

Where you should be: Desktop Command Center → Live Quotes & Margin Radar.

• 1.Live Margin Floor Alerts: If a technician tries to apply a custom discount that pushes job margin below your shop safety floor (e.g. 38% net), the quote triggers an amber flag on your screen.
• 2.Automated Pre-Lien Filing: As soon as a proposal exceeding statutory thresholds is signed, the system queues the state-specific 20-Day Preliminary Notice automatically.

• 1.Snap Photo Proof: Tech opens the active work order, taps “Add Photo Evidence”, and tags the defect.
• 2.Tap ‘+ Change Order’: Adds the required repair assembly in 20 seconds with burdened labor included.
• 3.Instant Client Sign-off: Homeowner approves on the spot or receives an instant approval SMS on their phone if they are not home.

Where you should be: Live Job Costing & 1099 Ledger.

• 1.Review Photo Evidence: Confirm defect validity from your office screen or mobile browser.
• 2.Subcontractor Split Auto-Adjustment: If a 1099 sub is handling the change order, their net commission adjusts automatically in the ledger without manual spreadsheets.

• 1.Complete Safety Quality Checklist: Torque inspection, gas pressure test, or seal verification check-off.
• 2.Payment or Billing Confirmation: For on-site billing, worker presents the QR code or taps “Text 1-Tap Payment Link”. For milestone contracts or scheduled accounts, mark milestone as verified to trigger office billing.
• 3.Fast Checkout or Schedule Sync: Homeowner pays via Apple Pay/card or acknowledges the scheduled draw schedule. Tech receives instant confirmation on screen.
• 4.Automated Confirmation & Review: Upon payment or job sign-off, customer receives warranty paperwork and an automated prompt for a 5-star review.

Where you should be: Live Revenue & Lien Ledger.

• 1.Instant Stripe Settlement: Funds are locked into your direct Stripe payout queue.
• 2.Unconditional Lien Waiver Generated: The system automatically produces and emails the statutory unconditional final lien waiver and warranty certificate to the client.