Overview
The Operations Portal (/ops) gives field, shop, and yard workers one login with role-based modules. Each person sees only the areas they are assigned (field install, shop fabrication, yard staging).
Default home: Time card — clock in, review the week, and submit hours.
Open: Operations Portal
Who sees which modules
Access is controlled by operations areas on each team member (Field / Install, Shop / Fabrication, Yard / Staging). Users only see tabs they are assigned.
| Module | Path | Typical work |
|---|---|---|
| Field | /ops/field | Schedule, onsite jobs, photos, schedule-based clock |
| Shop | /ops/shop | Fabrication queue, shop tasks |
| Yard | /ops/yard | Staging, material pulls, yard tasks |
A shop-only worker sees Shop; a dual field + yard worker sees both Field and Yard. Everyone with ops access shares the same Time card at /ops/time.
Portal header
| Control | Purpose |
|---|---|
| Module tabs | Switch between Field, Shop, Yard (only assigned modules appear) |
| Time card | Open /ops/time |
| Office link | Visible to users who also have office dashboard access |
| Company branding | Logo and colors from your company profile |
| Connection indicator | Online / offline status |
| Avatar menu | Profile settings; Portal toggle for dual-role users |
On-the-clock banner
When clocked in, a banner shows elapsed time, the current job or activity, and Clock out. If you remain clocked in for many hours, an amber alert offers Adjust times or Clock out now. See Time card corrections.
Time vs schedule
| Method | When to use |
|---|---|
| Time card clock | QuickBooks-style — pick any active job or manager activity, no schedule required |
| Schedule event clock | On a field job tied to a calendar event |
| Manual log | Enter hours after the fact on the time card |
All approved paths feed timesheets and job costing.
Manager activities
Office users can define overhead activities (shop prep, travel, training, meetings, etc.) that appear in the clock-in dropdown. Approved time can sync to QuickBooks Online as TimeActivity when employee and job mappings are configured.
Permissions summary
| User type | Experience |
|---|---|
| Operations worker | Ops portal only — Viewer system access, no office pricing |
| Dual role (office + ops) | Office dashboard and ops portal via portal switcher |
| Office only | Main dashboard; manages team, schedule, and approvals |