SORPO

Controls · PM Hub
Shared passcode set on Cloudflare

Update from Claude

Pending application

    

Customer Portal

Share a live status page with this customer. They see a polished, branded view without logging in.
×
Dashboard
Connecting...
Good morning, Alex
It's a new day.
Open Projects
7
Click to view all
Active RFQs
3
Line 802 · Katy · McKinney
POs Issued
$628K
Click to filter projects
P1 Open
0
Today's priorities
Today's Priorities
Tomorrow · --
Project Snapshot
Overdue
0
Past due
Today
0
--
Tomorrow
0
--
This Week
0
Through Sunday
Total Customers
0
In directory
Active
0
With current work
Pipeline $
$0
Lifetime project value
Top Customer
--
By lifetime $
Active Projects
0
In progress + PO in hand
Pipeline $
$0
Active + PO in hand
Crews Deployed
0
Active assignments
Live Portals
0
Customer-facing
Open RFQs
0
RFQ + Quoting
Quote Sent
0
Awaiting customer
Katy Submittal
JUN 2
--
Walks This Week
0
Onsite scheduled

New RFQ

Outgoing RFQs — quote requests YOU send to vendors/subs for materials, sub-scope (testing, PLC integration, etc.) that roll up into broader customer scopes you hold. Auto-numbered SORP-RFQ-###. Build list, send PDF to vendor, log pricing on response, award when chosen.
Draft
0
Not yet sent
Sent
0
Awaiting vendor
Received
0
Pricing in
Awarded
0
Locked in

New Outgoing RFQ

Items to Quote
DescriptionQtyUnitMfrSKUNotes
Build a full estimate with labor phases, materials, subs, markup, and tax. Save as draft, print as internal estimate or customer-facing quote (PDF).
Saved Estimates
Active Jobs
0
In progress
Pipeline $
$0
Quoted, not yet won
Cost-to-Date
$0
Active jobs
Ready to Invoice
$0
Awaiting invoice
Today highlighted · past days dim · weekends muted · click any cell to edit.
Week of --
CREW 1Jorge
CREW 2Jesus
SUB·IPSCraig P.
SUB·BRIANIn-Line
PMAlex

Daily Roster
Click any name to flip crews for that day
Change home crew here. Daily moves are in Schedule tab.
All Crew Members
Subcontractors
SUB · IPS
Mon + Tue
CP
Craig Polizzo
craig.polizzo@ips.us
SUB
RG
Rudy Guerrero
Rudy.Guerrero@ips.us
SUB
SUB · IN-LINE CONTROL
ACT-ion
BO
Brian O'Neal
boneal@in-linecontrol.com
SUB
CD
Charity Davis
Billing
ADMIN
Log hours per person per day. Click Sync from Dispatch to auto-fill from your schedule (10 hrs/day). Use the Fill column to apply one project across the days you check below. The Sync icon copies a row to crewmates. Click + split only when someone worked two projects in one day.
Week · Total: 0 hrs
Fill days: Fill column applies one project across these days at 10 hrs/day.
PersonCrewMonTueWedThuFriSatSunTotalFillSync
Hours roll into Costs as Labor $ using the rates in the Costs panel. Subs invoices are tracked separately in Costs, not here.
Labor $ = hours x rate. Mat/Sub $ = entries below. Compares to PO from Projects.
Labor Rates ($/hr)
Project P&L
ProjectPOHoursLabor $Mat/Sub $Total% UsedRemaining
Material & Sub Expenses
ItemProjectVendorAmountDate
Materials are line-item costs (BOM, small purchases). For larger vendor bills with invoice numbers, use the Invoices In tab. v22.3 added a one-time review tool to split out invoice-like rows that landed here historically.
Line-item materials & small purchases
ItemProjectVendorAmountDateStatus
Search common electrical materials and build a quick takeoff. Click any search result to add it to your cart; quantities auto-total at the bottom. Update prices monthly — ask Jeremy Barnhart or Ethan Puckett at Elliott for a CSV export of your account net pricing, then click Import CSV below. Items get a yellow warning past 30 days, red past 60.
Material Search
Cart · 0 items
DescriptionQtyUnitUnit $Line $
SUBTOTAL$0.00
Catalog · 0 items
DescriptionCategoryMfrUnitPriceUpdatedSKU
CSV format: desc, category, mfr, sku, unit, price, tags. First column is required (used for matching on import). To get pricing from Elliott: email your rep with subject "Net pricing CSV export for [your account #]" and they'll send a current price list of your common SKUs.
Notes
Saved.
Weekly Dispatch
Fill in job sites for each person each day. Auto-saves to cloud. Fill column applies one site across the days you check below. Sync icon copies a row's schedule to crewmates. Export as branded PDF to send to crews.
Fill days:
NameMonTueWedThuFriSatSunFillSync
Weekly Notes · site locations, contacts, special instructions · appears on PDF
Total Vendors
0
In directory
Active
0
With current work
Total Spend
$0
Materials + invoices
Unpaid
$0
Outstanding bills
Documents
0 document records · PDFs live in inboxfiles/ on disk; this table holds metadata + links
v22.6: Documents can now be auto-ingested by a Claude session from inboxfiles/. Auto-ingested rows show a ๐Ÿค– AUTO badge with batch + reasoning metadata; use the ๐Ÿค– Auto-Ingested filter chip to see only Claude-added docs. Link syntax: job#142, customer#dealers-ntmwd, project#3. Linked documents auto-appear in expanded Job & Customer cards.
IDTypeFilenameSource PathUploadedLinks
Incoming Invoices (Vendors / Subs)
0 invoices
v22.7: Vendor invoices can be auto-ingested by Claude sessions from inboxfiles/. Auto-ingested rows show a ๐Ÿค– AUTO badge plus a "Doc #N" cross-link to the source Document. They auto-appear in linked Job cards (in the new Vendor Invoices section) and roll up to project cost totals automatically.
IDVendorInv #Inv DateDue DateAmountProjectStatus
Outgoing Invoices (To Customers)
0 invoices
All Draft Sent Paid Overdue Void
v22.1 foundation. v22.4 will migrate existing Job.invoice records here and add multi-invoice support per Job.
IDInv #CustomerJobInv DateDue DateAmountPaid DateStatusPDF
Saved

Supervisor Portal

Give a passcode-protected page showing today's job, crew, tasks, and projects this week.
Default SorpoSup2026. Same for all sups. Edit state.sup_passcode in cloud JSON to change.
Not yet updated

Invoice Settings

These values appear on every printed customer invoice. Per-invoice Terms field still overrides the default terms when set. Payment instructions support placeholders: {{INVOICE_NUMBER}}, {{TERMS}}, {{COMPANY_NAME}}, {{PHONE}}, {{EMAIL}}.
Letterhead
Payment Terms