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One Stop Portal for all Tools, Guides, and References
Employee Portal
Current Lead Time
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Current Glass ETA
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Search tools
Standard Operating Procedures:
Office
YouTube Playlist
Office Videos
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Search Office SOPs
Requesting an Insurance Certificate
Request a Certificate of Insurance (COI) for a project.
Harbor Loft
Measure, order, and schedule HL units (Vamp + Daly buildings).
No SOPs match.
Engineering & Ordering
YouTube Playlist
Engineering & Ordering Videos
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Search Engineering SOPs
Hardware Reference ↗
Google Doc — hardware specs, finishes, vendor mapping.
Internal Hardware List ↗
Google Sheet — live inventory of hardware on hand.
Reordering Glass for Existing Job
When and how to reorder glass on an existing project.
No SOPs match.
Design Team
YouTube Playlist
Design & Sales Videos
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More SOPs coming soon.
No tools match.
Try a different search, or clear the filter.
Standard Operating Procedures
Hardware Reference
↗
Hardware specs, finishes, vendor mapping
Engineering SOP
Internal Hardware List
↗
Google Sheet — live inventory of hardware on hand
Engineering SOP
Reordering Glass for Existing Job
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5-step procedure — update Smart Glazier, cut a REWORK PO, move through GHL and Scheduler
Engineering SOP
Requesting an Insurance Certificate
→
Request a Certificate of Insurance (COI) for a project
Office SOP
Harbor Loft
→
Measure, order, and schedule HL units (Vamp + Daly buildings)
Office SOP
Manual Input
New Lead
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Capture a prospect — lands in CRM, triggers follow-up
Live
New Tile Installer
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Onboard a tile installer partner — routes to CRM
Live
New Contractor
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Onboard a contractor partner — routes to CRM
Live
Sales / Design Team
IDEAL Slider
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Spec sliding doors, request vendor quotes
Live
Tracking
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Daily backlog dashboard and install metrics
Live
Photo Gallery
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Browse installs, share curated sets with customers
Live
Labor Calculator
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Price installs by hardware and complexity
Live
Office & Admin
Schedule
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Triage incoming work orders — route to install days
Live
Everyone
Payroll Portal
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Access your paystubs through Evolution Payroll Self-Service
Live
Field & Install
Shower Returns
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File a return when an install can't be completed
Live
Adjustments
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Open and complete post-install adjustment tickets
Live
Estimator Field Kit
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Tools and supplies every estimator should have on every appointment
Live
Installer Truck Kit
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Tools and supplies every installer should have on the truck
Live