For the operations head

Know which job is waiting, and for whom.

As operations head you live between customers, utilities, crews and the office. HelioLattice puts every live job on your checklist, shows who owns each stage, how long it has been idle and which document is missing.

Book a demo What operations sees

What does the operations head get? Every live job measured against your delivery checklist, with stage owners, progress, idle days, document verification, tasks and reminders, and the authority to step in on any stage.

Jobs
Live jobs
38 in progress
6 idle three days or more
  1. Jobs by stage
    Progress per job
    Operations
  2. Waiting on documents
    Pending and rejected
    Documents
  3. Waiting on utility
    Named owner on each
    Project manager
  4. Ready for installation
    Material issued
    Field team
Override on any stageIdle days visible
Example with illustrative data.

A day as operations head

Unblock, assign, verify, schedule.

Start with the idle list

See jobs idle for days at the top of your work queue, with the stage and owner holding each one.

Idle→Stage→Owner

Reassign

Move a stage to someone else, or step in with an override permission.

Stage→Reassign→Override

Verify documents

Mark documents verified or rejected and see what remains on each checklist.

Upload→Verify→Reject

Schedule and review

Tasks, reminders and reports on project status and task operations close the day.

Tasks→Reminders→Reports

What operations sees

A control tower for delivery.

Jobs by stage

All live jobs with progress, idle days and stage snapshots.

  • Filter by assignee
  • Statuses on every job

Stage ownership

Named owner on every stage, with a locked edit rule and manager override.

  • Locks by stage
  • Override permission

Documents

Upload, verify and reject documents with statuses on the checklist.

  • Pending, verified, rejected
  • Generate from templates

Tasks and reminders

Task boards with templates, priority and blocked status, plus reminders.

  • Personal and team templates
  • Overdue counts

Surveys and complaints

Survey completion and support complaint reports sit alongside project status.

  • Site surveys report
  • Support complaints report

Stage-level access

Control who can edit which stages and see which jobs.

  • Role scopes
  • Audit trail

Keep exploring

Connected pages.

Delivery checklist →

The module in detail.

Materials and stock →

Material for the next job.

Field team view →

What crews see.

Questions

Common questions.

Can I step in on a stage someone else owns?
Yes, with the override permission that managers hold. Others see an owned stage read-only.
Can I see how long a job has been idle?
Yes. Jobs show progress and idle days, and your work queue highlights jobs idle for several days.
Can I assign work to the field team?
Yes. Stages and tasks are assigned to named people, and each person works from their own queue.

See your live jobs on one checklist.

Bring your open jobs and we will place them on a delivery checklist with owners.

Book a demo The delivery module