OPERATIONS PLATFORM

My Ops

👤 Welcome Your day Schedule · timesheet · EAF · questions

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Job Trackers

Operations

📝 Subcontracts & Purchase Agreements
Fill one form · Newton Ops writes the subcontract, short form, PSA, purchase agreement or mod in Word from Ops’s templates · numbered, logged, signed copy filed
📅 Schedule Impact
Compare the GC’s new schedule against the baseline · what moved for electrical, with charts · the impact letter to the GC and the PM report
🦺 Foreman Dashboard
Foreman grades · deliverables · job health · since Aug 1
🏆 The Job Challenge
Weekly, monthly, quarterly and yearly scoreboard · foreman and PM together · coded, filed the same day, reviewed, units, nothing chased
🗓️ Manpower Call
Six-week look-ahead filed by each foreman before Wednesday’s call · men per activity per day · who has filed and who has not
👷 Crew Dispatch
Assignments & live sign-in status
✅ Tasks
Assign work · due dates · My Tasks view
📋 Punch Lists
Live tracking · Word export · daily report
🌴 Who's Off
Calendar of approved time off · built from attendance EAFs · who is out today and what is coming up
🗺️ Plans
Drawing sets split into sheets · every revision kept · markups and measuring · tasks and punch items pinned to the plan · punch report and as-built export
📦 Packing Slips
Photograph the slip at delivery · items read automatically · check off what arrived · filed under the job
🔧 Tool Inventory
Where every tool is · which jobs have confirmed this week · tags, labels and the move history
🦺 Safety Package
Every safety document filed on a job in one PDF · WJSI, JHA and PTP rendered · signed toolbox talk sheets appended
📝 Journeyman · Foreman · PE · PM Exam RESTRICTED
Hiring exams for journeymen, foremen, project engineers and project managers · proctor, grade and get a hire / level recommendation
📈 Foreman Development
The F1/F2/F3 career ladder · assessments signed by the assessor and acknowledged by the foreman · goals that carry into the next cycle
⚡ Feeder Request
Feeder runs checked for ampacity, voltage drop, ground size, conduit fill and supports · material takeoff from the same numbers

PM Tools

Service Department

Office

Accounting

🏦 New Vendor Setup
Request a vendor be added · W-9 attached · approved by an authorized signer before anything can be paid to them
📄 Check Request
Payment with no invoice · one approver, two over $10,000 · goes to AP
🏧 Wire Transfer Request
High-dollar or time-critical payment · two authorized signers · AP verifies the bank details by phone before release
💳 Company Card & Gas Card Request
Election form sections 4 & 6 · card agreement acknowledged & attached · Finance and Operations both approve · then Accounting
🧾 Card Receipt
Photograph a credit or gas card receipt · codes to job & cost code · goes to Accounting
🚗 Expense Reimbursement
Photograph receipts · mileage at the company rate · approved by whoever approves your timesheet · goes to payroll
📊 Labor Costing RESTRICTED
Hours costed at rate · payroll & finance only
📥 WIP Upload
Upload the weekly Foundation WIP reports · checks each job ties to the report · loads cost to date and budget into Budget vs Actual
💵 Receive Payment
Pick the job · upload the check or wire · updates paid to date, AR and the pay application
🖊️ Invoice Approval
Send an invoice to a manager · signed approval or sent back with comments · copies Accounting
💵 Payroll Export
Weekly hours + DSS cross-check → Excel
✅ Last Week’s Payroll
Every job for the week just ended · signed by the foreman, approved by the PM · who a job is still waiting on
🔍 Sign-In vs Whiteboard
Day by day, the signed sign-in sheet against the daily whiteboard · your jobs only · this week and the two before it