WindoorERP Documentation 19.0

Check the site and the customer

Installation velocity against the promise

Why this step

Team velocity and milestone progress against what the contract committed to. On a tower this is the difference between finding out you are three floors behind now, and finding out at handover.

What this does

Visualizes live job-site installation velocity, daily window glazing throughput, open customer snag items, and assigned mobile installation team capacity.

Before you start

  • Site survey and manufacturing orders released for installation.

Steps

Installation modern dashboard screen displaying live KPIs, progress rings, and crew allocations

Installation classic overview dashboard with comprehensive tabular field metrics

Important

Daily morning review of dashboard open snag counts prevents minor site adjustment issues from delaying final contract retention milestone payments.

  1. 01
    Open Installation › Dashboard (or Classic Dashboard) to inspect live field operations.
  2. 02
    Review key metric cards: Total Openings Scheduled, Site Handover Rate, Pending First-Pass QC, and Active Snags.
  3. 03
    Filter by Project or Territory (e.g. North Region Villas, Commercial Towers) to evaluate regional field crew velocity.

Common mistakes

  • Closing project cards on the dashboard before receiving signed site handover certificates.
  • Ignoring red crew capacity warnings during multi-villa project delivery peaks.

Checkpoint

You can see how many floors behind or ahead each active site is.