Dashboard
Pipeline snapshot across all sites
Positions
All rework positions and workflow state
Reports
Pre-built reports with Excel exportSelect a report from the left to get started.
Import
Upload Excel files and download the template
Drop your Excel file here
.xlsx and .xls · Max 50 MB
Recent Imports
Settings
Data backup, restore, and housekeeping
Backup & Restore
Export a full JSON backup of all positions, activity, and settings. Keep this somewhere safe — it is your only recovery option if the browser data is lost.
Danger Zone
Permanently delete all positions, activity, and settings from this browser. This cannot be undone. Export a backup first.
Discrepancy Settings
When a discrepancy is created from the Rejection Analysis report, the app can automatically open your team's ticket system in a new tab. Paste the URL for your ticket creation page below. Leave blank to disable this behaviour.
Power Conversion
Used to convert KVA capacity to KW delivered throughout the app. Affects cost-per-KW metrics in the Financials tab and all reports.
Default: 0.7 — meaning 1 KVA of rated capacity delivers 0.7 KW.
Vendor SLA
The target number of days from when a position is awarded to a vendor to when it is handed off or rejected. Used in the Cycle Time report to calculate the on-time percentage.
Default: 21 days — positions completed within this window count as on time.
Site KW Forecast
Set a target KW forecast per site. Sites are auto-populated from your position data.
Site Groups
Group sites for the KW Forecast report. Click a site to assign it to a group. Unassigned sites default to the second group.
Users
Manage team members. Deactivated users no longer appear in dropdowns but their historical activity is preserved.
| Name | Status | Actions |
|---|---|---|
| Loading… | ||
Vendor Master List
Maintain a canonical list of vendor names. These are used to suggest corrections when entering vendor names during workflow transitions.
No vendors in master list yet.
Vendor Email Template
When a position is advanced to Stage 2 (Award), the app will automatically download the position data as an Excel file, open your email client with this template pre-filled, and open the circuit mappings page in a new tab. Recipient email addresses are configured per-vendor in the Vendor Master List above.
Placeholders: {{vendorName}}, {{site}},
{{positionCount}}, {{awardDate}},
{{poNumber}}, {{positionNames}}
Same placeholders as subject above.
This URL opens in a new tab each time a position is advanced to Stage 2.
⚠ Danger Zone
These actions cannot be undone.
Permanently wipes every position, activity record, user, comment, saved filter, and setting from this browser. The app files are not affected. Use this only when you want a completely fresh start and you have already exported a JSON backup.