How to use every tool on this page · by role · Q&A

Click-through walkthroughs by position — the real pages with red boxes on what each person uses

Your division’s SOPs step by step · mark each one done · knowledge check · team progress for managers

Short videos on how to use Newton Ops · a ▶ on any card means it has one

PM fills in the New Project Setup Form · Accounting adds the Foundations job # · one click creates the job across all of Newton Ops

Where each job stood before quantities were logged in Newton Ops · % complete by cost code · drives installed vs budget on the walls

Change orders classified A / B / C · due by the 25th, entered by the 30th · budget revisions · setup clock · closeout checklist with Controller sign-off

Industrial sales pipeline for larger jobs · accounts, contacts, proposals, follow-ups and reports · won work goes to New Project Set Up

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

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 grades · deliverables · job health · since Aug 1

Weekly, monthly, quarterly and yearly scoreboard · foreman and PM together · coded, filed the same day, reviewed, units, nothing chased

Six-week look-ahead filed by each foreman before Wednesday’s call · men per activity per day · who has filed and who has not

Assignments & live sign-in status

Assign work · due dates · My Tasks view

Live tracking · Word export · daily report

Calendar of approved time off · built from attendance EAFs · who is out today and what is coming up

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

Photograph the slip at delivery · items read automatically · check off what arrived · filed under the job

Where every tool is · which jobs have confirmed this week · tags, labels and the move history

Every safety document filed on a job in one PDF · WJSI, JHA and PTP rendered · signed toolbox talk sheets appended

Hiring exams for journeymen, foremen, project engineers and project managers · proctor, grade and get a hire / level recommendation

The F1/F2/F3 career ladder · assessments signed by the assessor and acknowledged by the foreman · goals that carry into the next cycle

Feeder runs checked for ampacity, voltage drop, ground size, conduit fill and supports · material takeoff from the same numbers

All-jobs health · finance · CORs · RFIs · risks

Drafted GC & supplier emails · billing, cost, COR, schedule & closeout flags · team daily lists

New job · Accubid import · builds the cost code budget

PM meeting pack · job scorecards · budget vs. actual · CTC Q&A

Estimate vs field labor, per cost code

Every job in one report · hours, installed units and production vs budget · who is reviewing it

Schedule of values · pay application · 30-day cash position · pencil draft import

Whiteboard review queue · hours & units vs budget · sign to release

Cross-job to-do · auto-generated · PM & PE assignments

Request log · ball-in-court · PDF · reminders

Spec sections · ball-in-court · email transmittal

PO tracking · delivery status · overdue flags

Probability × impact scoring · mitigation tracking

Write the scope · attach plans & photos · goes to a team member to price

Change orders · monthly cash position per job

Co-branded board · $60/hr program · issue Client links

Service jobs · intake · accounts & contacts · proposals · dispatch · follow-ups · reports — replaces the Service Tracker and CRM

Price a service job from the unit price list · Client drops labor to the $60/hr program rate · save, print, send

New service call intake

Reference only after the 10/8/26 move · do not enter new work here · attachments, signed contracts and history live here

Project Board · Crew Board · Financial Wall — live on the office screens

A man's hours by job and date range · whiteboard, DSS, tickets, timesheets

Company policies · current version · who has read them

Price a COR · cover sheet · CO log

Office staff portal

Review & approve staff timesheets

Weekly timesheet entry & approval

Office punch in/out

Create employee badges

Timecards & staff management

Office clock portal

Employee intake forms

Approve the package · auto-generate · e-signature back

Phone, laptop, accounts & licenses before day one

Timesheets, action forms and record — per person

One photo per person — badge and My Ops card

Who sees what · approval chains

Request a vendor be added · W-9 attached · approved by an authorized signer before anything can be paid to them

Payment with no invoice · one approver, two over $10,000 · goes to AP

High-dollar or time-critical payment · two authorized signers · AP verifies the bank details by phone before release

Election form sections 4 & 6 · card agreement acknowledged & attached · Finance and Operations both approve · then Accounting

Sign the Company Card, Fuel Card & Toll Pass policies · monthly fuel card statement review and sign-off

Photograph a credit or gas card receipt · codes to job & cost code · goes to Accounting

Photograph receipts · mileage at the company rate · approved by whoever approves your timesheet · goes to payroll

Hours costed at rate · payroll & finance only

Ledger of every signed rate-of-pay EAF · effective date & whether payroll entered it · six people only

Upload the weekly Foundation WIP reports · checks each job ties to the report · loads cost to date and budget into Budget vs Actual

Pick the job · upload the check or wire · updates paid to date, AR and the pay application

Send an invoice to a manager · signed approval or sent back with comments · copies Accounting

Weekly hours + DSS cross-check → Excel

Salaried-exempt list for payroll export · company & position · on the DSS = capped at 40, all regular time

Every job for the week just ended · signed by the foreman, approved by the PM · who a job is still waiting on

Day by day, the signed sign-in sheet against the daily whiteboard · your jobs only · this week and the two before it