Dashboard
Live snapshot of the current contract.
💰 NTE Drawdown
On trackQuick launch
Active jobs on this contract
View all ▸| Job ID | Project | Location | Stage | Foreman | Estimate | Invoiced |
|---|
Jobs
Every job on the current contract. Click a row to drill in.
Contract & Compliance
Live posture against the MSA terms.
📋 Contract
Active✅ Compliance posture
— / —📨 Templates
Generate personalized HTML files to send to employees, customers, or staff. Each one is self-contained & works offline.
📁 Reports & Exports
Heavier CLIs you can run on demand. These live in _Automation/.
Available exports
🤝 Sub Roster
Onboarded subcontractors + compliance posture. CW85683 §§ 7.2.1 / 9.4 / 10 / 11 / 37.1.
Tip: click a sub row to open their detail; use "+ Onboard new sub" to add a new one, or "Assign Sub to Job" in the sidebar to put an approved sub on a job.
📑 Compliance Audit
CW85683 §17 record-retention enforcement. Every required record, current status.
Records by category
🛑 Blocking gaps (immediate action)
⚠ Expiring within 30 days
📅 Renewal Prep
Upcoming contract, insurance, registration, certification renewals.
Renewal timeline
⚠ Event Response
Incident log + SOPs for OSHA / DOT / CDTFA / EDD / spill / cyber / IRS / SoCalGas audit / vehicle / subpoena.
Quick SOP launch
_Procedures/Event Response/.Recent event log (last 25)
🗄 Document Library
Every document uploaded via form 16 — permits, COIs, training certs, all the audit-trail artifacts.
All documents
🧑💼 Worker Compliance
Per-worker × per-document matrix. CW85683 §17 retention + CA / Federal employment record obligations.
Workers
📨 Customer Requests
Job requests submitted by customers using the personalized HTML form CSI sent them (form 21). Pending requests are awaiting Polyco review — promote each to a real intake via form 01 when scope + price are confirmed.
Recent requests (past 90 days)
💼 Per Diem
Direct expense reimbursements logged via Field Ticket Entry (form 05 → Per Diem category). These bypass Vendor W-9 / Purchase Orders entirely — they flow through payroll. IRS treats per diem as non-taxable up to the GSA rate; anything above is taxable wages.
Recent entries (past 90 days)
Workers log via form 05 → 💼 Per Diem category📑 Purchase Orders
Field + office purchases tied to Job + Vendor + Worker. Pending POs are bills you owe; paid POs are cash outflows. Importing into the Cash Flow Manager runs the books-side ledger; this view is the source of truth for vendor + job-cost reporting.
Recent purchase orders (past 12 months)
🏥 OSHA Form 300 / 300A
Federal recordkeeping per 29 CFR §1904 / Cal/OSHA T8 §14300. The Form 300 logs every recordable injury/illness; the Form 300A is the annual summary posted Feb 1 – Apr 30 of the following year. Retain 5 years per §1904.33.
Current-year recordables
Annual rollup — Form 300A totals
python _Automation/build_osha_form_300.py --year YYYY --commit from a terminal. It writes a print-ready HTML to Polyco Reports/OSHA/YYYY/.Posting & retention calendar
🛡 Safety Briefings
Daily toolbox talks documenting IIPP / WVPP / HIPP communication. Required by 8 CCR §3203(a)(7) (IIPP), CA Lab Code §6401.9(e)(7) (WVPP), Cal/OSHA T8 §3395(h) (HIPP).
Recent talks (last 90 days)
Plan-coverage rollup
📄 Change Order Tracker
CW85683 A§1 — every CO request, with status. Block invoicing of out-of-PO scope until SoCalGas counter-signs.
All Change Orders
🤖 Assistant
Ask questions about the system. Offline knowledge base works today; chat goes live once you wire an API key in Settings.
📚 Knowledge base (offline)
— answers💬 Chat (not connected yet)
- Open Settings → Assistant and paste an API endpoint + key.
- Save. The Chat panel above unlocks.
- The assistant gets a system prompt summarizing the workspace + a tool list it can call (navigate views, launch forms, generate templates).
Show the system prompt + tool surface that will be sent
⚙ Settings
Local preferences for this device. Settings persist in browser localStorage.
👤 Default role
📋 Default contract
🔧 Bundle status
🤖 Assistant (API connection)
localStorage on this device only — never transmitted except to the endpoint you specify.api.anthropic.com— Anthropic Messages APIapi.openai.com— OpenAI Chat Completionslocalhostor other — OpenAI-compatible (LM Studio / Ollama / etc.)
