Availability

Import pulls Site Surveyor and Site Survey Tech / Lead only — matching on role ILIKE '%Survey%' would make 8 schedulers and 8 reviewers bookable. OWEDB has no home lat/lon, so set a home base below or drive time can't be measured.

Home lat/lon is what makes “drive from the previous job” work — without it the first job of the day has no origin and drive time reads as unknown.

Changing hours adds a dated row rather than rewriting history, so a slot offered last month can still be explained. Times are local wall clock — they survive DST.

Hours may differ by day. Unticking a day ends that day's pattern; ticking a new one adds it. Editing deliberately can't move effective from — that would rewrite history and change what was offered in the past. To start a different pattern, add one above and this week closes automatically.

A temporary move outranks the home market for its date range and then hands back automatically — the home assignment is left intact. Their working day starts from the destination market's centre and runs on that market's timezone, so sending a Phoenix tech to Houston gives a 7 AM Central start, not 7 AM Mountain. Setting a new home market auto-closes the previous home the day before this one starts.

The centre point matters more than it looks. When a surveyor is assigned away from home, their day is measured as driving out from their market's centre — so a market without one silently weakens every drive-time check inside it. Until address lookup is switched back on, type the coordinates by hand (right-click a spot in Google Maps and it copies them). A state-wide market needs no zip3s and acts as the fallback for anything in that state a region does not claim.

Every “PTO” field in OWEDB means Permission To Operate (utility interconnection), not leave — none of them are wired to this. Only approved time off removes availability; pending never does.

We deliberately don't derive coverage from OWEDB's zip→office table: it's populated for only ~8,945 of ~22,000 ZIPs (CA has 10) and is empty for NY/IL/VA/MA/NJ/MD/ME/CT/VT. Since this serves all markets, coverage lives here. A state row is a fine start for a one-surveyor market.

Every window here works on the route, not just on paper. The tech finishes their last job, drives over, and is at the door somewhere inside the window — each window shows when we expect them — and can still reach their next customer inside the window that customer was given.

Everything the team has raised, what was actually done about it, and whether it's finished. Anyone here can add one or move one along — you shouldn't have to ask for a status.

“Cleared QC” is read as: the project is ACTIVE, it has a sale date, its survey is waiting to be scheduled, and no link has been sent and nothing booked for it yet. Turning this on still respects the email switch on Config — with email suppressed, nothing leaves either way.

Amber and red are computed from real drive time between consecutive addresses, not a gap rule — a red day contains a job the tech physically cannot reach. Map overview opens the whole route in Google Maps. Click a job to move or cancel it; reviewing a day records who cleared it, and the review lapses automatically if the day changes afterwards.

Open the Tape record, enter the survey as Scheduled with the date, arrival window and tech below, then tick it off — the checkmark records who moved it and when, and it's undoable from the list underneath. A booking that later cancels comes back into this queue so Tape gets updated too.

Two gates still protect this app, but the first one moved. OWE sign-in (ScaleKit → the company directory) decides who can authenticate; this list decides what they can do — and anyone not on it is refused outright, even with a perfectly good OWE login. Cloudflare Access used to be the front door and no longer is, so this list is now the only place a new person is let in. A surveyor login must be linked to its surveyor record — that's what scopes them to their own day.

Hiding a tab is convenience, not the security boundary: every endpoint behind every tab re-checks the role itself, so a URL typed by hand still gets refused. A surveyor login is additionally scoped to its own record — that's what keeps a field tech out of the whole company's day.

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