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Massey Electric — Operations Guide
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Welcome
Quick Start by Role
Overview
Field tech
Office staff
New to Massey
Management
Daily Tasks
Log your hours
Log van stock
Log retail expenses
Job notes only
End-of-day checklist
Common day-of issues
The Customer Lifecycle
Intake
Estimate & quote
PO assignment
Confirmation email
Job execution
Sign-off
Billing & invoicing
Follow-up & customer care
Permits
Permit lifecycle
Reminders & expirations
Closeout policy
Customer permit acknowledgement
TSBC reconciliation
Hours, Pay & Time
The DAILY sheet
Pay period cycle
Per-employee timesheets
Reset DAILY procedure
Payroll archive
Reading your paystub
Tools & Apps
Overview
Customer Intake
Employee Hours
Van Stock
Non-Supplier Expenses
Customer Confirmation
Massey Operations Dashboard
Hours Dashboard
Command Center
Daily Report
Month-End Reconciliation
Estimating System
Email Automation Dashboard
Reference Data
Overview
EMPLOYEE_RATES (the staff list)
Customer sheet anatomy
PO number system
Master pricing list
Dropdown values & meanings
Status colors & flags
Email categories
Office Procedures
New customer onboarding
New employee onboarding
Hiring & firing checklist
Warranty routing
Pricing updates
End-of-pay-period tasks
Month-end tasks
Troubleshooting
I can't find a customer in the dropdown
My hours didn't show up on DAILY
The Command Center is missing a name
An invoice email didn't get processed
Customer didn't get the confirmation email
Van stock item isn't auto-pricing
When to ask Glen vs fix yourself
For System Maintainers
How EMPLOYEE_RATES connects to everything
The 16 apps and what each does
Adding a new employee end-to-end
Retiring an employee end-to-end
The PROJECTS sheet structure
Bound scripts (per-customer, per-employee)
How to update this guide
Glossary
Changelog
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Customer Intake