Left edge = install readiness
Install ready — EWP ordered · EDGE confirmed · Connect approved · Confirmed
Ready, pending final customer confirmation (Pre-install / Date advised)
Something critical not ready (EWP/EDGE unordered, Connect unapproved…)
Incomplete / pending completion
Complete
Card colour = confirmation / completion
Date advised / Pre-install (confirmed) / Confirmed — clean card
New Build (with Expected PC date)
Roof Restoration (with Expected Completion date)
Needs moving
Completion pending — works outstanding, don't invoice (as picking board)
Complete — grey "COMPLETE" veil (as picking board); invoice can go
Job type (picking-board icons) & number
Solar · Battery · both = solar + battery quote = Q# (primary CC only)
Solar+battery: each day counts as its solar OR battery leg for capacity — the off leg's icon dims; right-click the card to switch.
Pills
Energex ✓Energex ⏳ · DynEnergex ✗ · Exp
🗓 Day 2 of 3Stage 1 of 2🏁 Comp TBC
EDGE pendingEDGE PO sentEDGE due 27/07 🔒EDGE ✓
EWP pendingEWP ordered 🔒EWP ✓ collected · 📦 Picking 🔒 sent to picking · 🔒 = job locked (prompt to move)
EDGE/EWP pending ⚠ not actioned <4 wks out · ⚠ Confirm … <2 bus. days out · ⚠ Off-hire EWP install done, not collected
$ InvoicedStock ✓Stock part
Revised 21/07⚑field differs from current Simpro data
Consultant colours (on the name)