Installer Access

Assigned Jobs

Installer mode hides pricing, profit, finance, and estimating tools. Installers only see assigned work, scope, phone, address, status, and checklist.

Owner Only

Team & Installer Access

Invite Installer

Installer invitation: Add the installer name and email here. They will only receive installer-level access after their email is added by the owner.

Installer Name Installer Email

Assign Job

Installer Email Customer Phone Service Date Time Address Scope / Notes

Installers

Assigned Job Board

American Precision Home Services

Command Center

Owner dashboard for estimates, jobs, materials, inventory, scheduling, and business tracking.

Owner Command Center

APHS Dashboard

Revenue This Month$0

Based on job totals.

Open Estimates0

Quotes waiting for approval.

Active Jobs0

Scheduled or in progress.

Low Inventory0

Items at low-stock alert.

Quick Launch

Today's Schedule

Open Estimates

Materials Needed Soon

Owner Notes

Customer & Job

Customer Name Phone Email Address Service Difficulty Discount % Deposit %

Estimate Snapshot

Cost$0

Price$0

Gross Profit$0

Margin0%

Measure & Price

Service Inputs

Phase 4

Scheduling & Crews

Schedule Entry

Job Date Start Time Crew Status Notes

Calendar Board

Drag-and-drop requires a framework/calendar library. This static version uses clickable status controls and date grouping.

Phase 2

Customer CRM

Add / Edit Customer

Name Phone Email Service Status Address Notes

Search Customers

Job History

Select a customer to view history.

Customer List

Pipeline

Job Tracker

Draft / Sent

Scheduled

In Progress

Completed

Truck & Material Control

Inventory

Add / Update Inventory

Item Name Category Quantity Unit Location Low Stock Alert

Inventory Notes

Installers can view inventory and update quantities as materials are used. Keep pricing and profit information owner-only.

Use this for field tracking only. Confirm physical count before ordering materials.

Current Inventory

Auto-generated

Material List & Job Loadout

Current Estimate Materials

This list updates from the quantities entered on the New Estimate page. Use it as a field-ready starter list and adjust with supplier pricing as APHS gets real job data.

Truck Loadout Checklist

APHS Field Manual

Knowledge Base

Field guide only. Always verify current Virginia Residential Code, manufacturer instructions, permit requirements, and local inspector expectations before final install.

Code-Aware Planning

Deck Span & Footing Quick Reference

Planning reference only. Final spans, footings, ledgers, guards, stairs, and flashing must be verified against the current Virginia Residential Code, local amendments, manufacturer instructions, and local building official requirements.

Joist Span Planning Table

Joist Size	16" OC Planning Span	Use This For
2x6	~9 ft	Small/low decks only
2x8	~11 ft 10 in - 12 ft	Common small deck spans
2x10	~15 ft	Longer residential deck spans
2x12	~18 ft	Long spans; verify carefully

Assumes common residential planning conditions and No. 2 Southern Pine-style reference values. Exact allowed spans depend on species, grade, loads, wet service, cantilever, and adopted code table.

Footer / Flashing Rules of Thumb

Footing depth
Below local frost depth

Verify the required depth with the local building department for the job address.

Ledger flashing
Required water-management detail

Flash behind and over the ledger so water drains out, not into the wall.

Joist spacing
APHS default: 16" OC

Use 12" OC for diagonal decking, some composite/PVC products, or when required by span/product instructions.

Hardware
Approved connectors + fasteners

Use manufacturer-approved nails/screws for hangers, post bases, caps, and ties.

Quality Control

Inspection Checklists

APHS Intelligence

AI Assistant

Chat With APHS Assistant

Prototype mode: this uses saved data on this device. Real AI/OCR can be added later with a cloud backend.

Receipt / Expense Capture

Receipt Photo Vendor Date Job / Customer Category Total Amount Receipt Notes / Items

Money Management

Finance Hub

Total Revenue$0Saved estimates/jobs

Total Expenses$0Receipts entered

Estimated Net$0Revenue minus expenses

Tax Set Aside$0Default 20%

Expense Log

Equipment / Loan Goals

Current Loan Balance Monthly Payment Equipment Fund Goal Equipment Fund Current

Pricing

APHS Price Book

Edit cost and sell prices. Changes update estimates immediately and save locally on this device.

Company Settings

APHS Contact Info

Business Name Owner / Representative Phone Email Tagline Service Area

Field Operations

Work Orders

Create Work Order

Customer Service Date Status Address Scope

Field Checklist

Before leaving

Verify tools, ladders, materials, fasteners, sealant, safety gear, customer address, and scope.

On site

Confirm scope with customer, take before photos, inspect hidden damage, and document any changes.

Before completion

Clean up, take after photos, review job with customer, and note warranty/follow-up items.

Work Order Board

Phase 6

Invoicing

Invoice Details

Job Amount Status Due Date Stripe Payment Link Notes

Payment Tracking

Unpaid$0

Paid$0

Invoices

Phase 7

Purchase Orders

Create Purchase Order

Vendor Category Amount Status Items

Inventory Categories

Coil colors

Track white, black, bronze, clay, musket brown, etc.

Gutter parts

Hidden hangers, outlets, elbows, straps, sealant, screws.

Roofing

Shingles, underlayment, drip edge, flashing, pipe boots, nails.

Purchase Order List

Business Intelligence

Reports

Gross Revenue$0

Open Receivables$0

Jobs Completed0

Leads/Open Estimates0