Koala Field OpsPatel Insulation LLC

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PPE Compliance (this month)

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Call Backs (this month)

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Job Audits

The day's scheduled jobs — pull them from ServiceMinder or add manually, then Ricardo checks each off with notes (including PPE per crew member) once he audits it on site.

Maintenance

Vehicles, trailers, generators, removal machines & blow-in machines. Reminders send 7 days before service is due, and again 7 days after if it's still overdue.

Material Pickup

Flag material Ricardo needs to pick up from a vendor. He gets notified immediately if subscribed in Settings.

Call Backs / Missed Opportunities

Based on the Koala Call Back Checklist. Mark gets notified immediately if subscribed in Settings.

To-Do List

Mark assigns tasks to Ricardo (or anyone else). Ricardo gets notified immediately if subscribed in Settings.

Employees