Every job checked against Salesforce every night, so nothing a person forgot holds up the install

A job gets held back from a clean install for ordinary reasons: a sheet nobody turned in, a filter color nobody wrote down, a quote that says one number and a work order that says another, a payment never recorded, a contract that was sent but never signed, a question from the install coordinator sitting unanswered in Chatter. Each one is a person forgetting one thing on one job. The app does not forget. Every night it reads each sold job straight from Salesforce — the opportunity, its quote, the work order and the order's Chatter — and checks it the same way every time.

What is checked, job by job. The quote against the paperwork against the money on the work order (contract amount, amount on order and the quote all within a dollar of each other); every value the order needs (feet per story, corners, filter color, downspout feet and elbows by size, gutter feet) present on the right sheet — Exhibit A for gutter protection, Exhibit B for gutters, fascia and soffit, both when both were sold; the house photos and one cover sheet; a payment on file; the DocuSign out, signed, or voided; a cancellation request; and every install-team post in the order's Chatter, read and sorted into what the app can fix on the sheet and what only you can do in Salesforce. Anything it can fix arrives with the fix already drawn and waits for your tap (When install asks); a cancel arrives with the save offer drafted (Cancel saves); everything else lands on Action Needed, on the job's card, and as one alert on your phone (Notifications). It reads Salesforce; it never changes the order, the quote, the price or the payment.

The same audit for the office, the region and the company. The checks above run per rep. Pointed at an organization's Opportunities and order Chatter — read-only — they become a Clean-install audit: how many jobs are held back from a clean install right now, and why, by rep, office, region or nationwide, with the oldest and the nearest install first. The Manager, Regional and Install portals show the same list (Manager, Regional & Install portals), so the install coordinator, the manager and the rep are all looking at one truth instead of three inboxes, and a leader can message the reps it names with an acknowledgement required.

Office and nationwide roll-up: on request. The per-job checks run today for every rep on the app. The roll-up across an office, a region or the whole company needs read-only access to that organization's Salesforce opportunities and order Chatter, granted by the company. It counts and lists; it does not write.