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Steve Basso — My Jobs

Filtered by PM Name · live from Smartsheet
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Active jobs
4
Submittals, releasing, production, shipping · click to view
Open jobs
1
Not started yet or on hold · click to view
Completed jobs
1
Marked Job Completed · click to view
Collaboration
2
Jobs with a helper PM (2+ PMs) · click to view
Needs you todayClick a box to filter the list below
Waiting on field dims
2
Waiting on field dim, 2nd approval, or revise and resubmit
Need shop drawings
5 of 6
Lines still in the submittal workflow
Ready to order / release
1 / 1
Not on a PO yet / approved, not released
Open RFIs / dims to verify
1 / 2
Includes dims over 2% needing a CO decision
Ready to bill
$35,000
Work done but not invoiced, 1 job
Tick the boxes on the left, or use the top box to select all. On a job with several sales orders, the box on the job's row checks all of that job's SOs. Each completed job emails Lora & Todd to bill it. Those emails are paused right now.
JobCustomerSO#Customer PO / WO #Stage% to billNext stepTeamJob completedStatusLinesNeed shop dwgsReleasedReady to releaseWaiting field dimDims to verifyRevise & Resub.2nd approvalOpen RFIsOpen COs
Harbor Lobby
TEST-0001
👥 + Jack Trentacosta
Contract $100,000
StatusReleasing
Lines9
Need shop dwgs4 of 9
Released1
Ready to release8
Waiting field dim1
Dims to verify1
Revise & resubmit1
2nd approval1
Open RFIs1
Open COs0
Northwind Electric
9001
PO-7781
Step 4 of 7 · Ordering
35%
$35,000.00
60% done, 25% billed
Waiting on field dim
Get field dim for A
SBJT
Releasing94 of 918111110
Revise Lobby
REV-1
Contract $80
StatusSubmittals
Lines1
Need shop dwgs1 of 1
Released0
Ready to release1
Waiting field dim0
Dims to verify0
Revise & resubmit1
2nd approval0
Open RFIs0
Open COs0
Revise Co
9006
—
Step 3 of 7 · Submittals
— Waiting on answer
Revise and send again · R
SB
Submittals11 of 101001000
Shop Drawings
DRAW-1
Contract $80
StatusSubmittals
Lines1
Need shop dwgs1 of 1
Released0
Ready to release1
Waiting field dim0
Dims to verify0
Revise & resubmit0
2nd approval0
Open RFIs0
Open COs0
Draw Co
9005
—
Step 3 of 7 · Submittals
— Submittal
Send submittal for S
SB
Submittals11 of 101000000
Shared Gallery
HELP-1
Helping Wayne Wyllie
Contract $100
StatusShipping
Lines1
Need shop dwgs0 of 1
Released1
Ready to release0
Waiting field dim0
Dims to verify0
Revise & resubmit0
2nd approval0
Open RFIs0
Open COs0
Helper Co
9004
—
Step 5 of 7 · Shipping
— Track
1 shipment on the way
WWSB
Shipping10 of 110000000
Not Started Yet
OPEN-1
StatusIntake
Lines0
Need shop dwgs0 of 0
Released0
Ready to release0
Waiting field dim0
Dims to verify0
Revise & resubmit0
2nd approval0
Open RFIs0
Open COs0
Open Co
9003
—
Step 1 of 7 · Intake
— Open
No lines yet
SB
Intake00 of 000000000
The old count columns (Lines, Need shop dwgs, Released, Ready to release, and the rest) fold into Stage and Next step. Hover a job or click Show counts to see them all.

Color key

Same colors as the job page
Waiting on field dim can't move until the measurement is in Waiting on answer 2nd approval, a revise, or a question Order needs a PO Submittal waiting on shop drawings Track on its way Bill ready to invoice Complete nothing left PM dashed circle = helping PM
Open quotes
0
Draft or sent
Follow-ups due
0
sent quotes past follow-up date
Drafts not sent
0
ready for the PM to send
Quote #DateCustomerProjectPM NameTotalStatusFollow-upPDF
No quotes yet.

Needs attention

Nothing new in the last 60 days.
Older than 60 days or undated (7)
JobWhat
No date (7)
TEST-0001Line A: waiting on contractor field dimensionField dim
TEST-0001Line E: field dim received — verify itVerify dim
TEST-0001Line F: field dim off quote — decide COCO decision
TEST-00017 lines clear to release (types A, C, D, E, F, G +1 more)Release
DRAW-1Line S Sconce is clear to releaseRelease
REV-1Line R Revise sconce is clear to releaseRelease
TEST-0001RFI-1: Ceiling height?RFI
Gotham Lighting Supply · jobs.gothamlgt.com