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Asheville Window and Door — Internal Job Tracker
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Office / Warehouse
Installer (text code)
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AWD
Job Tracker
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⚠ Billing Holds
✓ Ready to Invoice
📅 Calendar
▮ Sales View
🔧 Service
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🛒 Warehouse
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Add new job
Customer / Job Name *
Job Site Address *
This links the job to any warehouse orders at the same address.
Customer Phone Number
Assign Installers
— Tap to add installer —
Dustin
TJ
Rich
Brandon
Dakotah
Daniel
Calvin
Cade
Noah
Zach
🛠 Subcontractor on this job?
Select Subcontractor(s)
Assigned Sales Rep
— None —
Brannon
Jasmine
Charles
Ryan
Install Start Date *
Install End Date *
What do you want to do with this job? *
📅 Put on Calendar Now
Assign date & installer — ready to go
📋 Hold for Scheduling
Track it now — schedule later
Type of Work
Window install
Door install
Window + door
Repair / service
Measure / second measure
Job Delivery Method
Install
Delivery
Pickup
Install = our crew installs | Delivery = drop off only | Pickup = customer collects
Initial Notes (optional)
🚚 Dunnage Pickup (notifies warehouse)
Pickup Address
Pickup Date
ⓘ Leave blank if no dunnage pickup needed
Lead Paint Preparation Required?
Lead prep not required
If enabled, installers must upload 3 photos and sign off before the job can advance.
Cancel
Save Job
🔧 New Service Request
This service request links back to the original job. Customer info carries over automatically.
Issue Description *
Assign Service Tech(s)
— Select tech —
Zach
Noah
Scheduled Date
Cancel
Create Service Request
📦 New Delivery / Pickup Job
Job Type *
🚚 Delivery
📦 Customer Pickup
Customer / Job Name *
Delivery Address *
Delivery Date *
Assigned Warehouse Staff
— Tap to add staff —
Blake
Chase
Declan
Sales Rep (optional)
— None —
Brannon
Jasmine
Charles
Ryan
Notes (optional)
Cancel
Create Job
Add warehouse entry
Job Site Address *
Used to group all orders for the same job
Customer or Builder Name *
Order Number
e.g. ASI04127 or PO 8798
Supplier / Vendor
Total Items Expected *
Count every individual piece — windows, doors, screens, and accessories all count separately.
What do you want to do with this job? *
📅 Put on Calendar Now
Assign date & installer — ready to go
📋 Hold for Scheduling
Track it now — schedule later
Type of Work
🔨 Our Crew Installs
🚛 Delivery Only
📦 Customer Pickup
Notes
Cancel
Save Warehouse Entry
Check In Received Item
Item Description *
Room / Location in Home
Style
Color
Size (W x H)
Line Item Number
Tracking / Unit Number
Warehouse Storage Location *
(required)
Cancel
Confirm Item Received
📦 Check In Item
Item Description *
Size
Qty
Warehouse Area *
— Select area —
Upper Warehouse
Lower Warehouse
Upper Storage
Parts Location
Bay *
— Select bay —
Bay 1
Bay 2
Bay 3
Bay 4
Bay 5
Bay 6
Location Notes
Damage?
No damage
Damaged — flag for review
Damage Description *
Cancel
✓ Check In
📋 Pick List
Load / Delivery Designation
+ Add Misc Item
Cancel
⬇ Export to Excel
📦 Log Product Received from Distributor
Distributor *
— Select distributor —
Marvin
Reeb/Provia
TruStile
Other
Distributor Name *
Date Received *
Job *
Change
📦 Can't find the job — log as Unassigned / For Review
What Arrived *
(one row per item)
➕ Add Item
Warehouse Area *
— Select area —
Upper Warehouse
Lower Warehouse
Upper Storage
Parts Location
Bay *
— Select bay —
Bay 1
Bay 2
Bay 3
Bay 4
Bay 5
Bay 6
Location Notes
Damage?
No damage — good condition
Damaged — flag for review
Damage Description *
Notes (optional)
Cancel
✓ Save Receipt
Add a New Team Member
Full Name *
Role *
Installer
Scheduler
Project Manager
Finance
Sales
Admin
Warehouse
Work Email (office/warehouse)
Mobile Phone (installers)
Cancel
Add Team Member
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