Job BookHollins Metalwork & Fabrication LLC
Signed in as Site management, scheduling and accounts
Sample dataSite management, scheduling and accounts
Overview
What is happening on site today, what is still open, and what was booked last.
31
Open jobs
9 of them under way
14
Open quotations
3 expire this week
6
Jobs ready for handover
4 still without a date
$28,640.00
Overdue receivables
5 invoices, the oldest 62 days out
Due today
Thursday 30 July
AU-2418 · Canopy, Johnstown business park
Fitting day 3 · Sedgwick crewAnchors are set; the glass infill only arrives on Monday. The lift platform is rented until 1 August.
Under way
AU-2431 · Window units, Altoona after-school center
Survey 9:00 AM · M. KirkbrideThe architect's survey sheet is in hand; parapet heights have to be checked on site.
Survey
KV-1188 · Balustrades, Bellefonte apartment building
Quotation expires 1 AugustQuotation for $18,740.00, no reply since 16 July. Site management wants to chase it.
Quotation
AU-2402 · Industrial door, hall 2, Latrobe
Handover 2:00 PM · with the clientPunch-list items from the walk-through are cleared: door leaf seal replaced, emergency stop labeled.
Handover
AU-2389 · Staircase, Kittanning office building
Final invoice dueSurvey countersigned, variations approved. The time-and-materials hours are not confirmed yet.
Invoicing
Recently booked
Stock issue booked
Today, 7:04 AMAU-2418 · 12 m of 60/40 aluminum profile from the Altoona store, a top-up after off-cuts at the eaves.
R. Sedgwick
Timesheet entered
Today, 6:48 AMAU-2418 · Wednesday 29 July: 3 fitters at 8.5 hours each, of which 2.0 hours time-and-materials for drilling into existing concrete.
R. Sedgwick
Variation NT-03 raised
Yesterday, 5:22 PMAU-2418 · Core drilling in existing concrete, $1,240.00. The client's approval is outstanding.
M. Kirkbride
Handover record uploaded
Yesterday, 3:10 PMAU-2402 · Walk-through with two punch-list items, both cleared since.
T. Plowright
Job created from a quotation
28 July, 11:35 AMKV-1174 became AU-2431 · window units, Altoona after-school center, $42,180.00 net.
A. Hollins
How Awelior would approach this project
Hollins Metalwork & Fabrication LLC is invented — the way it is built is not. None of this is work delivered for a client. It is the shape we would give such a project — with the same depth, but without a client who would have to answer for it.
Where it starts
At Hollins Metalwork & Fabrication LLC a job starts with a quotation, moves through survey and installation planning, consumes stock from the store and ends in a final invoice. Along the way it sits in a binder, on the magnet board, in the costing sheet and on timesheets that come out of the vans on Friday. Nobody can say on Monday what a live job has cost so far.
Decisions
One job, one number, from quotation to invoice
The whole route hangs off the same job number. That sounds obvious and is the actual break with the old way: previously every station had its own filing, and pulling it together was manual work at month end.
Scheduling as a calendar next to the board
Two views of the same week: the calendar for “who is where and when”, the board for “what is still unscheduled”. The magnet board in the office could only do the second — so the first was carried in somebody's head.
Hours and materials on the job, not in accounts
Both are captured where they arise and are attached to the job immediately. Only then does the overview show a running cost comparison that is right during the work rather than after it.
Deliberately left outNo drawing management and no CAD integration. Design data has its own tools, its own revision control and its own specialists; pulling it into a job book would be the start of a second project under a false name.
What is in it
- Screens
- 5
- Content blocks
- 18
- Languages
- 4
Five screens, in all four languages, with sidebar, header and stated role. Navigation works; tables, step chains, history, calendar and forms are rendered and inert. All job numbers and amounts are invented.
How it would go on
Time recording in the van
Hours have to be captured where the work happens — offline-capable, because a building site rarely has a signal.
Accounting
Invoices belong in the finance ledger, payments received belong back on the job. Without that return path the payment status becomes a second version of the truth.
Survey and handover
A signature on site, photographs, a snagging list. That is where a job book stops and a site app begins.
An application like this for your business?
Job Book is invented — the way it is cut is not. Applications like this come out of the processes a business already runs.
Sample application by Awelior. Invented business, invented data, nothing stored.