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Massey Electric — Operations Guide

Glossary

Massey-specific terminology — system names, status flags, sheet conventions. Seed entries below; the glossary fills in as content migrates from OPERATIONS_HUB.md and STAFF_GUIDE.md.

A

Section titled “A”

ACTIVE

Section titled “ACTIVE”

A status flag on the customer sheet indicating an open job — work in progress or scheduled, not yet signed off or invoiced. Contrast with completed/archived statuses.

I

Section titled “I”

INTAKE

Section titled “INTAKE”

The first step of the customer lifecycle — capturing the request from a customer (call, email, or form) and creating the record that feeds the rest of the system. Also the name of the Customer Intake app.

O

Section titled “O”

OWNER

Section titled “OWNER”

The Massey staff member assigned responsibility for a customer record or job. Used on the customer sheet to route follow-ups, confirmations, and questions to the right person.

P

Section titled “P”

PO

Section titled “PO”

Purchase Order number. Massey’s primary identifier for a job — see the PO number system for how POs are assigned and structured.