MA

Summit Exteriors

E7
lead Joel Redd · RoofingSidingcompliant

Compliance docs

DocStatusExpiryDays left
GL insuranceok2026-11-02105d
W-9ok
Workers compok2026-12-20153d
Contractor licenseok2026-10-1587d
The hard gate: dispatch blocks 30 days before expiry — the grid (E1) refuses the drop and names the doc. A renewal upload clears the block instantly.

WO history

WOJobStatusScheduledLabor (sub pay)

Contact

  • 👤 Joel Redd (lead)
  • 📞 (801) 555-0808
  • ✉️ joel@summitexteriors.com

All dispatch comms go through the WO sub thread (E3) — this is the fallback line.

Pay terms

Net 7

Sub-invoices release on WO completion (shot-list + checklist) and land in AP (I4).

This week

Crews view (E2) has the schedule strip; the grid (E1) is where assigning happens.