End-to-end workflow for Harbor Loft units — measuring through Mark, ordering glass / IGUs from Thermal Seal, and scheduling installations across the Vamp and Daly buildings.
How to Input Measurements
Go to HL Tracker
Select the Vamp or Daly building
Check the grey-circle filter — set to Not Measured and sort numerically
When Mark sends back the report of measured units, click each Unit # and enter the measurementsWidth + Height, then Thickness + Vertical.
How to Order Glass / IGU (Units)
Order the units that are green.
Generate the cut sheet (all green)Check all unit boxes, then click Generate on the right side.
Go to the supplier in Smart Glazier (Thermal Seal)Click New Purchase → Invoice ref#: Harbor Loft → enter PO# → email the PDF to Thermal Seal.
Go back to the PO#Add a New Sundry → input the number of units on the PDF / Units Measured.
When Glass Shipment Is Received
Go into HL Tracker and choose the correct building
Mark units Production Complete
Schedule installationsAsk Mark for availability — Thursdays.
Group installations by floor — 7–9 units a day
In Google Drive, right click → Google Sheet from template (Harbor Loft install sheet)
Create a separate install sheet for each scheduled date, then print all sheets
Email Chris Ingersoll — separate emails per scheduled dateCheck old emails for the format.
Email Mark with each scheduled dateSubject“HL Scheduled for (DATE) — (Building name)”Create a task to call him 2 days before the install as a reminder.Create a task for the day AFTER the install to confirm he sends a report of what got done.
When Mark sends the report back, check off units as Installed
Let Michael know when complete so he can handle the invoice