{{ listModalTitle }}

No open orders.

{{ it.label }} {{ it.sub }}

Schedule the next 90-day PM?

Closing {{ pmCloseNum }}. The next 90-day service comes due 90 days after the service date ({{ pmServiceDate }}).

{{ help.sendLabel }}

{{ unsavedModalTitle }}

{{ unsavedModalMessage }}

Void {{ voidModalNum }}?

This removes the work order from the active board. It stays on file with your reason for audit and reporting.

Remove {{ removeUserName }}?

{{ removeUserMessage }}

Reassign open orders to a teammate

{{ o.name }}

Closed and voided work keeps {{ removeUserName }} on the record for history.

Open invoice link

Send estimate to customer

Accept estimate & create work order

EST #{{ estimateConvert.estimateId }} will be marked accepted and converted to WO #{{ estimateConvert.estimateId }}. Service date/time is left blank — schedule it from the Board when ready. A signed copy of the estimate is saved on the work order. Team will be emailed at {{ estimateConvert.teamEmails }}.

{{ jobModalTitle }}

Customer description of problem *

Last PM date

{{ jobLastPmDate }}

Last PM hours

{{ jobLastPmHrs }}

Parts for this asset (auto-pulled)

{{ p.q }} {{ p.n }}

PO number * QB Invoice #

New Asset

Customer {{ opt }} Engine Additional notes

New Contact

Contact type Customer contactVendor contactEmployeePersonal contact Company name Phone Website Point of contact Contact email PO required NoYes

Important dates

Birthday

Anniversary

Hire date

Custom date

Description

B I U

{{ listSortAscLabel }}

{{ listSortDescLabel }}

Sort A → Z

Sort Z → A

Hide this column

Columns

Drag to reorder · check to show

Reset columns & widths

Sort A → Z

Sort Z → A

Goal Detail

{{ taskEdit.modalTitle }}

{{ appointmentEdit.modalTitle }}

Brain Dump

Put one thought per line. Save your dump, then optionally use AI to review it against your current Big Rocks and get recommendations.

Help me find my Big Rocks

Suggestions from your roles and goals to keep everything moving forward.

Weekly Review {{ review.stepLabel }} · {{ review.stepNum }}

Add habit

Cancel

Save note

Description Web URL for part

On hand Min Cost

Used by

{{ u.customer }} {{ u.equipment }} ×{{ u.qty }}

Not linked to any equipment yet.

Name Sales description Type {{ opt }}

Delete product

Customer {{ opt }}

Ownership history

{{ h.label }} {{ h.meta }}

Engine Additional notes

Service log · {{ assetEdit.logCountLabel }}

{{ lg.dateShort }} {{ lg.typeShort }} {{ lg.numLabel }} {{ lg.hours }}