Good morning, Karla
Job List
All active Houston jobs
🔒 All data lives locally in your browser only.
| # | Job # | Customer | Address | Rooms | Landed | Dryout | Cause Fixed? | MIT Lead | Carrier | Urgency | Deadline | Slack | Notes | Actions |
|---|
| Job # | Customer | Address | Rooms | Time Offered | MIT Lead | Offered At | Carrier | Slack | Notes | Actions |
|---|
| Job # | Customer | Address | Rooms | Time Offered | MIT Lead | Offered At | Carrier | Slack | Notes | Actions |
|---|
| Job # | Customer | Address | Rooms | PCC Date | PCC Time | MIT Lead | Carrier | Slack | Notes | Actions |
|---|
| Job # | Customer | Address | Rooms | PCC Date | MIT Lead | Carrier | Slack | Notes | Actions |
|---|
On Hold
Asbestos checked daily · Red hold reviewed weekly
| Job # | Customer | Address | Rooms | Carrier | Notes | Actions |
|---|
| Job # | Customer | Address | Rooms | Carrier | Notes | Actions |
|---|
Map View
Select jobs · check commute · pick a day · see team availability
Job Locations
No jobs selected
⊙
Select jobs to view on map
🚗 Commute Checker
Test assigning a job to a PCC — see drive time from their previous stop or home
📅 Pick a Day
Click a day to see team availability
👥 Jakob · Isbaac · Roger
Select a date first
Day view 8 AM–6 PM · hover events for title & location · colored blocks = busy · gaps = available
Select a date to load availability
Daily Cadence
Karla's step-by-step PCC scheduling guide
⚡ Priority Rule — Always
Swyfft jobs are always top priority, regardless of room count or landed date. If a Swyfft job is in the Needs Scheduling queue, it goes first — before any other job that day.
📐 Room Count Rules — Offer Within 24 Hours, Schedule Based on Size
The goal is to offer a PCC meeting to every job within 24 hours of it landing — regardless of size. The difference is when the meeting itself gets scheduled.
1–3 rooms (🔴 Small): Dryout finishes in ~2–3 days. Offer within 24 hrs. Schedule the meeting at the next available slot — typically 2–3 days from the land date.
4–7 rooms (🟡 Average): Dryout ~4–5 days. Offer within 24 hrs. Schedule the meeting ~4–5 days out from the land date so dryout is complete or very close.
8+ rooms (🟠 Large): Dryout 5–7+ days. Offer within 24 hrs. Schedule the meeting ~6–7 days out. Max 1 large job per PCC per day — check the calendar before booking.
1–3 rooms (🔴 Small): Dryout finishes in ~2–3 days. Offer within 24 hrs. Schedule the meeting at the next available slot — typically 2–3 days from the land date.
4–7 rooms (🟡 Average): Dryout ~4–5 days. Offer within 24 hrs. Schedule the meeting ~4–5 days out from the land date so dryout is complete or very close.
8+ rooms (🟠 Large): Dryout 5–7+ days. Offer within 24 hrs. Schedule the meeting ~6–7 days out. Max 1 large job per PCC per day — check the calendar before booking.
Morning Pull
1
Open Hex PCC Jobs Report
Navigate to the Hex report and export a fresh CSV of all active jobs.
2
Import CSV to Dashboard
Drag the file into the Import CSV dialog. Only Houston jobs (
-hou-) are accepted. All others are skipped automatically.3
Wait for Slack Enrichment
The dashboard auto-pulls customer name, room count, MIT Lead, carrier, dryout start, and cause-of-loss from each job's Slack channel.
Review the results — correct anything that looks off using Edit.
4
Check Asbestos Hold Jobs
Go to On Hold → Asbestos tab every morning. If clearance came through, move the job back to Needs Scheduling.
Scheduling
5
Work Top of the Queue — Offer Within 24 Hours
Open the Needs Scheduling section. Jobs are sorted automatically — Swyfft first, then by landed date, then room-size urgency. The goal is to offer every new job a PCC meeting within 24 hours of landing. The actual scheduled date depends on room count (see rules above).
6
Click "Offer Time"
Enter the time window you want to offer and an optional PCC date. This moves the job to the Time Offered section and timestamps it.
7
Post in Slack Job Channel
Go directly to the job's Slack channel (use the channel link button). Tag the MIT Lead and offer 2–3 time windows for the PCC meeting.
The Slack link button opens the channel in one click.
8
Block Time on Calendar
Add possible appointment windows to your calendar so nothing double-books. Use Map View to check team availability before picking slots.
Follow-Up & Close
9
Check "Call to Confirm" Section
Any job where the MIT Lead hasn't responded in 48 hours moves here automatically. These need your attention first.
10
Call Homeowner Directly
If MIT hasn't confirmed after 48 hrs, call the homeowner to confirm the time directly. Follow up with a text after the call.
11
Once MIT Confirms
Click "MIT Confirmed ✓" on the job. It moves to Scheduled. Add the MIT Lead to the calendar invite.
12
After the PCC Meeting
Click "PCC Done ✓" on the job. It moves to the Review Queue. Review the Slack channel to confirm all post-PCC notes look good, then remove the job.
Jobs are never deleted without going through Review first.
13
Friday — Review On Hold Jobs
Check the Red Hold tab weekly. If a job can move forward, click ↩ Schedule to return it to the queue.