Help & Documentation
This is your internal guide to using the AxcciS Job Manager – from booking jobs and managing service/warranty work to paying subs and managing crews and users.
Getting Started
New to the AxcciS Job Manager? Start here for a quick overview of the main pages and how they fit together.
- • Overview of Dashboard, Jobs, Service/Warranty, and Sub Pay
- • How crews, jobs, and companies connect
- • Role basics: Pay Admin vs Super User
Retail Jobs
Go to Retail Jobs →Main schedule view for production jobs. Inline editing, tri-state status chips, and expected end dates live here.
- • Editing start dates, notes, and status flags
- • How expected end dates are calculated
- • Using AccuLynx links from the grid
Service / Warranty
Go to Service/Warranty →Dedicated view for service and warranty jobs with color-coded trade types and PP-Needed decisions.
- • Understanding trade type colors & icons
- • Inline editing of work type and PP Needed
- • When to treat a job as Service vs Warranty
Sub Pay
Go to Sub Pay →Central home for weekly sub payments, job pay history, and YTD tracking (coming online as we wire Labor Pay).
- • Viewing jobs in the current pay run
- • Final vs progress payments
- • Email pay stubs & exports (future)
Sub Management (Crews)
Manage Crews →Manage crews, their icons, colors, types, and statuses. This drives what you see in the schedules and reports.
- • Choosing icons and colors per crew
- • Crew types and what they mean
- • Active vs Inactive status
User Management & Roles
Manage Users →Control who can see what. Pay Admin, Super User mode, and future per-company access rules live here.
- • Adding and disabling users
- • Role behavior in the app
- • Multi-company logic (coming soon)
Common Questions
How do I change a job’s start date without opening a form?
On the Retail Jobs or Service/Warranty pages, click directly on the start date cell. It will switch to an inline date picker. Pick a new date and click away – the change will save and the schedule view will stay in place.
What does the PP Needed “Decision Needed / Yes / No” bubble mean?
PP Needed is a tri-state field. Decision Needed means no decision has been logged yet. Yes means a pre-production meeting is required. No means PP is not required for this job.
How is the expected end date calculated for jobs?
The system uses hours sold, crew history, and workdays to estimate job duration in days. Extended projects fall back to manual end dates. This logic mirrors the AppSheet setup you already use, but runs in the API for the web app.
What does Super User mode actually do?
Super User mode is currently a visual toggle and will be wired into role-based behavior (extra views, actions, and settings). Only gordie.brown@hproofingllc.com sees the toggle in the header. Future versions will sync this with your Users table.
Need More Help?
Use this page as the living help center for HP Roofing and AxcciS internal tools. As we refine workflows, we can keep adding examples, screenshots, and short how-to videos here.
Want to change how something works in the app? Write down the ideal workflow first (what you wish you could click), then we’ll wire the logic behind it.