Add or remove employees. Names appear in wizard dropdowns and analytics.
➕ New Team Member
📌 Task Subscriptions — notify for:
🏭 Customers / Quick-Add
Pre-load customer names so they appear in the autocomplete when creating a new PO.
⏱ Timing Thresholds
Set your target cycle times. Used to color-code analytics (green = on target, red = over threshold).
Phase I target (days)
Phase II target (days)
CNC programming target (days)
CMM programming target (days)
🖥 Display Options
Control what appears on the dashboard.
Show completed jobs on dashboard
When off, done and rejected jobs are hidden from the main table by default
Auto-open wizard on new PO
Automatically launch the wizard when a new PO is added
Show hot jobs at top of table
Hot jobs always float to the top of the dashboard table
TV dashboard auto-refresh
Refresh TV displays automatically every 30 seconds
📋 Phase I Step Labels
Rename steps to match your company's terminology.
💾 Data Management
Export or clear your data.
Current data: 0 orders · 0 employees · Data is stored in this browser tab only
🔧 Phase A Health Check
Verify the unified jobs store is in sync. Run this anytime Jobs and Planning counts look off.
📥 Import from JobBOSS
Upload a JSON export from JobBOSS (produced by the extraction script) to migrate jobs, customers, vendors, routing, and materials into VisionOps. Fully interactive — you'll review every potential issue before anything is committed.
Every import creates a pre-import snapshot. You can roll back the most recent import with one click if needed.
The purge button removes every job tagged as sourceSystem=JobBOSS — use it to clean up a botched import before re-trying.
💰 Quote Approval Threshold
Quotes at or above this dollar amount require Admin/PM approval before they can be sent. Quotes for a part never won before for a given customer also require approval regardless of amount.
$
✓ Saved
Default: $25,000 · Only Admin and Planning Manager roles can approve.
🔔 Notification Groups
Define groups that receive event-based notifications (scrap alerts, NCR, FAI pending, shipping events, etc.). Each group has members and an escalation delay.
⏰ Shift Definitions
Defines planned production capacity across work centers. Capacity = shift hours × number of machines/operators. Actual capacity is measured separately from live clock-ins.
🔗 Database
Manage your Firebase connection. Current data syncs live when connected.
Checking…
ℹ About
PO & Contract Review Tracker v2
Phase I + Phase II workflow · Wizard mode · Auto-timestamps
Employee analytics · TV dashboards · Programmer queue
Data stored locally in browser — no login required · Export CSV to save/share
🔔
You have tasks waiting
Tap a job to open it
📋
New Order Received
A new PO has been entered
—
PO #—
Customer
Part
All
Notes
Issues
Status
Select your name from the header to send messages
📋 Change Order
PO — · Customer
⚠ A change order updates this job and notifies the entire team.
Only fill in fields that are changing — blank fields will keep their current value.
Checking a step below will reset it back to Pending so the team knows to re-verify.
Reset these steps to Pending (team must re-verify):
0
Total Open Jobs
Active & On Hold
0
On Time
Within due date
0
At Risk
Due within 3 days
0
On Hold
Awaiting action
0
Shipped This Month
Completed & invoiced
Job ID
Customer
PO Number
Line
Part Number
Description
Order Qty
Unit Price
Order Date
Due Date
Status
Operations
Actions
Job Auto-Numbering
Next Job ID Preview:1006633
Work Centers
WC ID
Name
Machine Rate ($/hr)
Labor Rate ($/hr)
SG&A Rate ($/hr)
Overhead Rate ($/hr)
Total Rate ($/hr)
Capacity (hrs/shift)
Status
Outside Process Vendors
Vendor ID
Company Name
Contact
Phone / Email
Services
Status
Purchasing Settings
Floor Machinists
Name
Initials
Home WC
PIN
Role
Floor Station Manager PIN
Used to unlock the floor station tablet and return to the main app.
Shift Configuration
Shift
Days
Prod Hrs
Std Staff
Work Center Overtime
Extends capacity for late jobs
Scheduling Intelligence
Added to every outside process lead time
Uses avg of past runs instead of estimates
Blocks schedule until PO received
User Groups & Notifications
Color
Group Name
Members
Description
Manager Roles
Managers can approve NCR dispositions and release jobs
AI Agent Settings (Local Dev Only)
When running locally, the AI scheduling agent needs your Anthropic API key. When deployed to Netlify, leave this blank — the key is stored securely in environment variables.
⚠ Never share this key. It is stored in your browser localStorage and only used locally.
Quoting Defaults
Authorized users can adjust margin within the min/max range. Only admins or users with Margin Override permission can change the slider.
New Job
Enter job details below
📋 Job Notes
🚪 Readiness GatesMaterial auto-flips when POs are received
Job Identity
Promise & Schedule Dates
Track original commitment vs actual push-outs to measure scheduling accuracy
What we committed to customer
Customer Info
Part Details
Define the operation sequence for this job
Seq
Work Center / Vendor
Operation / Service
Location
Setup Hrs
Run Rate / Svc Price
Attend %
Queue / Lead
Ship Cost
Status
QC / Operator Sign-off
Total
Totals
0.00
0.00 hrs
Run Rate Types: Sec/Part, Min/Part, Hr/Part, Parts/Hr, Parts/Min, Hrs/100 Parts — all convert to total hours automatically.
Specify raw materials, hardware, and bought components
Material ID
Description
Supplier Mat #
Type
Required Qty
UofM
Unit Cost ($)
Extended Cost
Vendor ID
Due Date
Lead Days
Notes
Total Material Cost
$0.00
Job Notes — All PhasesNotes carry through from quote → job → floor → quality → shipping
No notes in this thread yet.
Notes are stamped with your name and time — visible to everyone who opens this job.
Loading cost data...
Add Work Center
Total Blended Rate$0.00/hr
Add Outside Process Vendor
Services Offered
Service NameUnit PricePrice TypeLead Days
Job Traveler
0
Open POs
Active orders
0
Pending Approval
Awaiting sign-off
0
Overdue
Past required date
0
Received This Month
Closed orders
$0
Open Committed Spend
Approved + sent
📋POs Awaiting Your Approval0
PO Number
Supplier
Linked Job
Type
Lines
Total Amount
PO Date
Required Date
Status
Approvals
Actions
Supplier ScorecardBased on PO history
No PO history yet — create and receive purchase orders to build scorecard data.
New Purchase Order
Enter order details below
Save PO to begin approval workflow
Order Identity
Linked Job
Supplier
Shipping & Terms
Add materials, services, or components
Line
Part / Item #
Description
Rev
Qty
UoM
Unit Cost ($)
Extended Cost
Required Date
Total
$0.00
AS9100 D — Required Flow-Down Requirements
Standard AS9100 Flow-Down Clause (auto-included on printed PO)
Supplier shall comply with all applicable requirements of this purchase order including drawings, specifications, and quality requirements. Supplier shall notify Made In America Manufacturing of any nonconforming product prior to delivery. Supplier shall flow down all applicable requirements to sub-tier suppliers. Customer and regulatory authority representatives reserve the right of access to supplier and sub-tier facilities. All records shall be maintained and available for review.
Buyer Notes
Internal Notes
Purchase Order
VisionOps Floor
Who's clocking in?
Select your name then enter your PIN
?
Machinist
Select a job to get started
00:00
Select a job from the queue →
My Job Queue
End of Shift Report
Log your production before clocking out
Parts Completed This Shift
Scrap / Rejected Parts
Notes for Next Shift
Scheduling
Work Center Load — Today
Active Job Schedule
AI Scheduling Agent
Checking configuration...
📈 7-Day Capacity TimelineDrag pills in the queue strip to reorder. Click Preview to review before committing.
Queue Board — Jobs Ready to RunThese jobs have material received and are sitting at their WC waiting to be started.
Add Machinist
VisionOps — Floor Station
12:00 PM
Manager Override
Enter manager PIN to exit floor mode
Running Multiple Jobs?
You're logging into a second job. Are you running both machines simultaneously?
If yes, labor cost will split evenly and we'll track efficiency separately.
Quality
0
Pending Inspection
0
In Progress
0
Quality Holds
0
Open NCRs
0
Passed Today
Pending Inspection
In Progress
Completed Today
Active holds block the job until cleared by a quality group member.
🚨 Report Quality Issue
Complete Inspection
Write NCR
⚠ This NCR will require manager approval before the job can move forward. The NCR will be permanently linked to part number —.
Add Group
🚨 New Quality Issue
Shipping & Receiving
0
Open POs
0
At OSP
0
Clear to Ship
0
Shipped Today
0
Total Shipments
Open POs — Pending Receipt
Jobs cleared by QC and ready to ship to customer. Final QC approval required before packing list can be generated.
Create Shipment
📋 Pre-Ship Checklist
✅ Clear to Ship
📥 Receive Item
Document Verification
📥 Import from JobBOSS
Step 1 of 3 — Upload
📥 Receiving
Receive raw material, tooling, and OSP returns. Partial receipts create additional receipt events against the same PO.
0
Awaiting Receipt
0
Overdue
0
Partially Received
0
Received Last 30 Days
Received
PO #
Supplier
Job / Part
Qty
Condition
CoC
Mat Cert
Cert #
Received By
Notes
No receipts match your filters.
📇 Master Data
Name
Inspection
AQL
Source Insp
EDI
Terms
Jobs
Won Revenue
Name
Status
Approved Materials
Certifications
Lead Time
Terms
0
Open
0
Quoting
0
Quoted
0
Won
0
Lost
—
Win Rate
RFQ #
Customer
Parts
Received
Required
Assigned
Status
Quotes
Aging
0
Unique Materials
$0
Total Inventory Value
0
Allocated to Jobs
Material ID
Qty On Hand
Allocated
Available
Avg Unit Cost
Total Value
Last Updated
0
Jobs Analyzed
$0
Revenue
$0
Actual Cost
$0
Gross Profit
—
Realized Margin
—
Est vs Actual Variance
Job
Customer
Part
Qty
Quoted
Est Cost
Act Cost
Variance
Quoted Margin
Realized
Status
Estimated costs pulled from linked quote (labor, material, OSP, additional). Actual labor from operator clock-in/out and shift logs.
Material actuals from received POs. OSP actuals from returned OSP POs. Revenue from customer shipments × unit price.
Variance = Actual − Estimated (positive = over budget).
Inventory History
Date
Type
Qty
Unit Cost
Ref
By
Notes
Manual Inventory Adjustment
⚠ Manual adjustments are audit-logged. Use for cycle counts, damage write-offs, or correcting receipt errors. Admin-only.
Shift Definition
Customer Source Inspection
⚠ Source inspection is a customer requirement. The customer rep physically visits and signs off before shipment. Record their result here — acceptance unlocks shipping.
Notification Group
If no one ack's within this time, re-ping the group.
Edit Customer
Edit Vendor
New RFQ
Quoting
0
Open Quotes
0
⏳ Pending Approval
0
Sent
0
Won
0
Lost
—
Win Rate
—
Won Value
⏳Quotes Pending Approval0
Quote #
Customer
Part #
Rev
Description
Qty
Unit Price
Total
Margin
Salesperson
Lead Time
Status
Date
NEW QUOTENew Quote
Quote Qty BreaksQuote multiple quantities at once — each gets its own unit price