Scope and details
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Operations overview
Good evening, there.
Saturday, July 18, 2026
My field day
Today & My Jobs
Open an assigned job to review scope, crew, safety requirements, forms, photos, directions, and site contact.
Team sales performance
Sales Leaderboard
Current standings for every Havok user. Management can select a name to review that person's leads, jobs, and invoices.
One-time database setup
Install sales attribution to activate the leaderboard
Run the sales-leaderboard migration in Supabase. Until then, results use each record's original creator.
Team standings
Ranked by sold value
| Rank | Salesperson | Leads | Estimates sent | Jobs sold | Sold value | Invoiced |
|---|
Management control
Action Center
Items that need an owner or manager decision before work can move forward.
| Priority | Record | Why it needs attention | Due / status |
|---|
Sales pipeline
What needs attention
| Customer / Company | Opportunity | Status | Next step |
|---|
Upcoming
Follow-up list
Quick start
Create a record
Customer directory
Customers
Keep every customer in one place, then expand the customer to review their jobsites and work history.
Opportunity tracking
Leads & Outreach
See who needs a response, estimate, proposal, or follow-up.
Pricing workspace
Estimate Builder
Build a clean estimate from the actual customer, scope, quantity, and service rate.
Estimate register
Saved estimates
Select an estimate—or use Open—to edit details, download it, send it, create a job, archive completed history, or clean up an unused record.
| Estimate | Customer / Site | Service | Total | Status | Action |
|---|
Sold work
Jobs
Find every awarded job in one operational register, then open it for scheduling, crew assignments, documentation, billing, and closeout.
| Job | Customer / Site | Service | Assigned crew | Schedule | Status | Action |
|---|
Clean slate
No active awarded jobs entered yet.
When an estimate is approved, it can become a job containing the scope, schedule, crew, equipment, JHA, photographs, daily production, and closeout report.
ScheduleDates, visits, crew, and equipment
ExecuteField checklists and daily reporting
DocumentPhotos, quantities, notes, and issues
Close outCompletion record and invoice handoff
Scheduling
Job Calendar
See planned and scheduled Havok work by month.
Office dispatch
Seven-day crew board
Scheduled work, crew lead, assigned team, and gaps that need attention.
Money and closeout
Billing & Closeout
Track completed work from invoice preparation through payment without losing the job record.
Database setup required
Install Havok invoicing
Invoicing cannot save records until the latest Supabase repair migration has been run.
Billing queue
Job invoice handoff
| Job | Customer | Schedule | Work status | Billing status | Action |
|---|
Customer billing
Saved invoices
| Invoice | Customer / job | Issued | Total | Balance | Status | Action |
|---|
Administration
Team & System Settings
Control who can enter Havok Operations and what level of access each person receives.
Database upgrade required
Install Team Access Settings
Run the 0.9 team-access migration in Supabase to activate invitations and secure role changes.
Current users
Team access
| Team member | Access level | Joined | Action |
|---|
Pending access
Open invitations
| Access level | Expires | Action |
|---|
Security model
What each access level can do
Safety, production, and closeout
Field Forms & Reports
Start a Havok form inside the job and keep completed reports tied to the work.
Form library
Start a job form
Job record
Saved form submissions
| Form | Job | Date | Status | Download |
|---|