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CSR: —

Installations

Every installation, with its items, its permit and its sign-off. Who is where today is on the Schedule board; the people, the rate card and the levels are in Control Panel → Installers. — installations
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#JobCustomerOfficeWhen (ET) InstallerStagePermitItemsSigned
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Installers

W-2 piece-rate employees who do the install work on jobs. Different from Contractors, who are 1099 sub-contracted. Each installer belongs to one office and only ever sees work in that office. An inactive installer stays on file — last quarter's installer still owns last quarter's work — but drops out of the picker the moment new work is booked.
Login: press Send invite on somebody’s row and they get an email with a one-time link to choose their own password. The login is made here, not in the Control Panel — a field crew is not a system user and does not belong in the same list as admins and agents. Nobody in the office ever knows their password.
Where the work is added: an installation is created on the job it belongs to — + New Installation on the Installations page, the job's Installations tab, or ▾ Create new on a job or a client. Who is where on a given day is on the Schedule board. Nothing is scheduled from here.
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Installer rate card

The single price list behind every priced item on an installation. The office builds a work order by picking from here; the installer's app reads the same list when they add a task they did in the field.
Code is the stable id (e.g. DOOR_16x7_NONINS), case-insensitive. A price change is not retroactive — the unit price is snapshotted onto a line the moment the installer ticks it, so historical pay cannot shift under your feet. An inactive row stays for history and disappears from the pickers.
Unit says what the price means, and it is not itself a price. each multiplies the price by the quantity on the task — two doors, twice the money. per sq ft reads that same quantity as square feet: a 10 × 12 roll-up door is a quantity of 120, and the line pays 120 × the price. Min price is the floor under that multiplication, per door, so a small one is still worth the trip. It only means anything on a per-sq-ft row, and a line nobody has measured yet — zero square feet — pays nothing rather than the minimum.
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Installer levels

The 40-tier career ladder every installer sees in the mobile app. Lifetime approved earnings decide which rung somebody is on, unless an owner has set their level by hand on their card. Door bonus is paid automatically on payroll for every new door installed — garage, roll-up or screen door; a two-door visit pays it twice, a repair with no new door does not.
Editing a rung never rewrites past payroll. Same frozen-pricing rule as the rate card: lines already approved keep the numbers they were approved with, and future approvals use whatever is saved here. Threshold is the lifetime earnings needed to reach the level. Perks are display-only text, one per line; the bonus row is drawn separately on the installer's screen and on payroll reports.
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Days are Eastern, and so is every time below. Whoever did the thing is the name in bold — a customer's signature is recorded against the installer's work but signed by the customer, so it says both.
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+ New installation
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Assign installer
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Set level by hand
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This puts them on that rung today and they climb on from there — every dollar they earn after this still moves them up the ladder. It backdates nothing and it does not touch payroll that is already approved.
Whatever you write shows on their card next to the level, with your name and the date. A level nobody can explain is worse than no level.
✎ Adjust item amount
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✕ Cancel installation
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Customer sign-off
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Send sign-off form
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Complete without signature
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This note is the only record that the work was accepted. It is stamped with your name.