Each requirement carries three dates. Needed by defaults to the day before the job starts. Order by is needed-by minus the lead time for that item’s category or vendor, so a 5-day electrical item due on site October 5 has to be ordered by September 30. A requirement whose order-by date has passed is marked overdue. Use the status picker on any row to choose a status directly, including Awaiting Payment while the customer deposit clears, or the quick button to advance one step.
- Read the order-by and needed-by dates on each row. The custom trim kit has a 14-day lead time and is already overdue.
- Add a ground rod kit from Denver Electric Supply. Its dates are computed from the job start.
- Set the 200A main panel to Awaiting Payment with the status picker.
- Use the quick button to move the panel from Awaiting Payment to Ordered.
Material Requirements on Job detail: every requirement with its order-by and needed-by dates, overdue marker, status picker and quick advance.