Operations Overview

Open Ops directly from the Field section of the current V2 sidebar. The page is a real-data equipment, maintenance, and consumable-stock workspace; V2 does not use More Tools > Operations or a tabbed Locations, Inventory, Vehicles, and Quality hub.

Any web teammate can read the current Ops tables. Creating or changing assets, stock, and maintenance rules requires the equipment-management permission, which an owner or authorized manager controls from the Team section in Settings.

Current V2 Asset Registry

Use Assets to record equipment such as trucks, pressure washers, trailers, ladders, holiday-light kits, and other field assets.

• Save the asset name, category, service location, serial number when known, and current status.
• Record a newer meter-hours reading without allowing the value to move backward accidentally.
• Submit a reasoned correction when a meter was entered incorrectly; the corrections log preserves applied and refused attempts.
• Mark assets active, in repair, or retired.

Current V2 Maintenance

Create a maintenance rule for one asset or, with all-location scope, a whole asset category. A rule can use elapsed engine hours or elapsed days. When work is due, V2 surfaces the asset and task at the top of Ops and lets an authorized teammate mark the maintenance complete.

Current V2 Inventory

Use Inventory to manage consumable items by service location.

• Set the item name, category, unit, on-hand quantity, and reorder point.
• See a reorder warning when on-hand stock reaches or falls below the saved threshold.
• Add or subtract stock with a recorded movement reason.
• Open an item's movement history to review its newest ledger entries.
• Create supplier purchase orders, mark them ordered, and receive partial or

complete deliveries directly into the correct location's stock.

• Allocate eligible inventory to an installation job without double-allocating the same job.

Current V2 Jobs, Schedule, and Plans

Operations work that belongs to the service calendar uses separate Field destinations:

• Open Calendar for combined sales-and-operations scheduling and the full All jobs catalog.
• Open Plans for maintenance plans created from accepted maintenance-tier proposals, their materialized visits, rollover, and cancellation.
• Open a job detail record for the supported lifecycle and field-work actions documented in Managing Jobs.

V1 Operations References

The following useful V1 capabilities are not current controls on the V2 Ops page and remain required parity:

• Truck route maps, stop ordering, drive-time optimization, and route dispatch; see the V1 Route Management reference.
• Recurring-template creation, template libraries, projected occurrences, and automatic job generation; see the V1 Recurring Templates reference.
• Estimate/bulk invoice creation, embedded keyed-card entry, tips, credits,

write-offs, reminders, and accounting sync remain V1 parity. The standalone V2 invoice list, builder, job entry point, reviewed email/SMS delivery, customer/PDF view, safe unpaid void, governed admin partial/split collection, controlled refunds, and Stripe customer balance collection are documented in Invoices and Payments.

• Warehouse-detail inventory tabs, demand projection, vehicle-specific

maintenance screens, callbacks, and rework dashboards. Supplier purchase orders and receiving are now available in V2 Ops.

Quality control is a separate office workspace, not a tab in the V2 Ops page. Its checklist and report controls are documented in Quality Control, ahead of their pending production deployment.

Current V2 keeps required proposal deposits separate from the standalone invoice-payment ledger, but a source-linked invoice can show the deposit's remaining value as a separate carried-forward credit. Neither implemented flow is presented as the still-unshipped embedded-card, credit/write-off, tip, or accounting-sync workflows.

Getting Started

1. Add service locations and grant equipment-management permission from Settings.
2. Open Field > Ops and create the assets and consumable items the company needs to track.
3. Add maintenance rules and initial meter-hour readings.
4. Use Calendar to assign accepted work to a service-location crew, or select New job to add one-time standalone work for an existing active customer and saved property.
5. Allocate installation inventory when appropriate and update the job through the supported lifecycle.

Next Steps

• Manage the Current V2 Schedule
• Manage Current V2 Jobs and Review Deferred Parity
• Review the V1 Route Management Workflow