Tick the boxes as billing paperwork gets done β
a job leaves this list once Billing is ticked. B = Billing, S = Supporting docs, P = Payment update.
Job Code
Stage
Client
Brand
Description
Qty
PO No.
Target
Servicing
Production
Billing
Billing clock
No jobs match.
Your entries today
Job Code
Client
Brand
Description
Qty
Target
π Recce β site dossiers
Prakash's team fills these on site. A recce marked
done is ready for an estimate β link the job code here once the
estimate is made, and it leaves the waiting list.
οΌ Recce request β servicing raises, Prakash's team plans
β³ Done β waiting for estimate
Outlet
City
Company
Servicing
Done on
By
Photos
Assigned
Link job
Nothing waiting β every done
recce has a job code. π
All recces
Outlet
City
Company
Servicing
Assigned
Day
Status
Photos
Job code
No recces yet.
Master Data
This is the single source of truth for dropdowns. Tag each client
with the companies it works with, and link each brand to the client(s) that
serve it. Anything left untagged shows up everywhere until it's curated.
Deleting is only possible when nothing in the tracker uses the entry.
Clients tick the companies each client works with
Client
RA
WH
BT
Brands link each brand to its client(s)
Brand
Client(s)
Contacts the people we coordinate with β name, phone, email
Vendors
People servicing + production team
π Stage breakdown
π’ Jobs by company
π₯ Top clients by volume
β οΈ Data quality flags
Production board
Jobs the floor is working on, oldest target first. Tap a card to
pick it up (assign yourself), update the stage, quantities done, or attach photos.
Vendors
Awaiting approval β raised above the automatic limit; the job's whole vendor total decides who taps
Raised
Job
Vendor
Scope
Price
Job vendor total
vs estimate
Needs
By
To pay β work marked received, money still due
Received
Job
Vendor
Scope
Price
Paid
Due
Record payment
Advances awaiting approval
Vendor
Kind
Amount
Entered by
Vendor list β servicing picks from here; a new name is proposed and Deepesh activates it
Vendor
Kind
Location
Status
Phone
Material given out β per job
What the store handed to the floor, job by job, and what came back. Prakash and Santosh enter it on the phone or here; the same entries show inside each job. Totals are given minus returned.
Date
Job
Client
Production
Given / returned
Material
Qty
Note
By
Monday Review β Overdue Jobs
π¬ Feedback
Problem, sujhaav ya sawaal β seedha Aashutosh tak jaata hai,
aapke naam ke saath. Screenshot ho toh job ke Files mein daal do aur yahan
job code likh do.