Can ScreenOps link a new inquiry to an existing customer?
Yes. Dispatchers can search for an existing customer and property before creating new records, helping reduce duplicate household and business profiles.
ScreenOps resources
Frequently asked questions
Clear answers about ScreenOps products, workflows, plans, roles, and provider connections.
Need another answer?
Talk with the ScreenOps team.
Tell us how your screen company works and what you need to evaluate.
Contact ScreenOps →Product answers
ScreenOps FAQ library
Does the CRM preserve screen-specific history?
ScreenOps links customers and properties to openings, measurements, configurations, documents, field work, and warranty records when those records exist.
Is the consultation experience designed for tablets?
Yes. The field flow uses large touch targets, staged data entry, attached media, and responsive layouts intended for landscape and portrait tablet use.
Can a technician revise options with the customer?
Yes. Configuration and estimate stages are connected so options can be adjusted before the customer accepts the work.
Does ScreenOps replace technician verification?
No. Measurements must be reviewed and confirmed by a qualified person before they drive estimating or production.
Are earlier measurements overwritten?
The workflow is designed to preserve measurement versions so revisions remain traceable instead of silently replacing field history.
Can technicians adjust a proposal in the field?
Authorized users can revise configuration choices and present updated options. Discount, custom-price, or low-margin exceptions can require manager approval.
Are estimates separate from sales documents?
Estimate approval feeds the document workflow so quotes, contracts, orders, invoices, and warranty documents can use the same customer and job data.
How does ScreenOps reduce duplicate bookings?
Inquiry claims, guarded server transitions, conflict checks, and idempotent scheduling work together so multiple dispatchers cannot safely create duplicate active visits for the same inquiry.
Can one job be assigned to a crew?
Yes. Dispatch can assign multiple technician-role users and identify a lead technician when the work needs a crew.
Can managers see every technician route?
Authorized managers can review team routes, while technician access is scoped to the work assigned to that user.
Does routing require map services?
Ordered stops remain available in ScreenOps. Road-aware routing and in-app navigation depend on configured map, routing, and device-location services.
Who can be assigned production work?
Production assignment is limited to users with fabricator responsibilities, while owners and authorized operations leaders can manage the queue.
What happens when specifications are missing?
Fabricators can request more information, returning the question to the technician or user responsible for the production task.
Is ScreenOps a full warehouse ERP?
Not yet. Inventory is limited operational support for ScreenOps workflows and should not be marketed as a replacement for a mature enterprise warehouse or accounting system.
Can teams track scraps and remnants?
Yes, when enabled. The workflow can record usable remnants and scrap events, but companies can leave that layer off if it adds unnecessary process.
Does ScreenOps automatically create purchase orders?
No. Inventory and procurement are operational support tools. Teams review demand and purchasing decisions instead of relying on opaque automatic purchase orders.
Can purchase orders be partially received?
The receiving workflow can preserve ordered, received, and remaining quantities so the team can see what is still outstanding.
Can technicians see work assigned to other staff?
The default technician view is restricted to that user's own assigned work. Authorized managers and dispatchers can use team views.
What work types are supported?
Field Work supports installs, repairs, warranty visits, pickups, and drop-offs scheduled by Dispatch.
Can employees see other employees’ time records?
Employee self-service is scoped to the signed-in employee. Managers can review their team, and authorized owners can review the organization.
Does the schedule inform Dispatch?
Workforce availability and schedule exceptions are intended to stay visible when dispatchers assign work, including when an employee is off shift.
Does ScreenOps process every payment itself?
Customer card and bank payments depend on the company's configured Stripe connection. ScreenOps platform subscription billing is a separate Mosari billing relationship.
Can a company accept checks or cash?
Owners can enable supported offline payment types so staff can record the method and payment state without pretending it was processed online.
Can each manager arrange a different dashboard?
Yes. Authorized owners, managers, and leads can save their own dashboard layout and lock it when they are finished arranging cards.
Are scorecards visible to every role?
No. Reporting surfaces follow role and permission boundaries so staff only receive the views their responsibilities require.
Can every workflow stage be removed?
No. Owners can adapt optional handoffs, but ScreenOps preserves the core record chain and required accountability for customer, job, pricing, approval, and production decisions.
Does AI make final decisions?
No. Assistive suggestions may help teams work faster, but people remain responsible for pricing, measurement approval, purchasing, production, and accounting decisions.
Which integrations are publicly supported?
QuickBooks Online, Stripe, Resend, and Twilio are available when configured. Capabilities depend on provider approval, credentials, and the ScreenOps plan.
Does ScreenOps claim Google or Outlook calendar sync?
No. External Google and Outlook calendar OAuth are not included in the current public product claim.
Can ScreenOps track each window opening separately?
Yes. Openings can retain their own location, dimensions, photos, configuration, and measurement history within the customer property.
Can window screen work move into fabrication?
Approved work can carry opening specifications into production and material-readiness workflows when the company uses in-shop fabrication.
Can ScreenOps support new doors and door repairs?
Yes. The job record can distinguish replacement, repair, and installation scope while preserving the opening and service history.
Can hardware details travel with the job?
Door configuration, notes, photos, and selected hardware can remain connected to estimating, production, and field work.
Can a repair happen at the customer property?
Yes. Companies can use an onsite repair path or route the work through pickup and shop production when configured.
Can repaired screens be scheduled for return?
Yes. Pickup, drop-off, and installation visits can remain tied to the customer, property, and originating work.
Can ScreenOps organize a patio enclosure by area and opening?
Yes. The property hierarchy can represent structures, areas, and individual openings so measurements and work stay attached to the right location.
Can the project span multiple visits?
Yes. Consultation, measurement, production, pickup, installation, service, and closeout records can remain connected across scheduled visits.
Can ScreenOps track both enclosure repair and replacement work?
Yes. The scope can distinguish repairs, panel replacements, fabrication, and installation while keeping the work tied to the enclosure structure.
Can crews see access and safety notes?
Property, visit, and job notes can carry the approved access and scope context into assigned field work.
Can one project contain windows, doors, and screen panels?
Yes. Different opening types can be organized within the same property structure and carried into the project scope.
Can ScreenOps preserve revisions during a larger project?
Measurements, estimates, documents, and work records are designed to retain their history instead of silently replacing the earlier project context.
Can solar mesh and frame choices be stored per opening?
Yes. Each opening can retain its dimensions, photos, notes, and selected configuration for estimating and production.
Can prior solar screen work be reused later?
The property and opening history can preserve earlier measurements and service records for qualified staff to review on future work.
Can awning work include supplier purchasing?
Yes. When configured, approved demand can connect to procurement and receiving before the installation is released.
Can installers see the site assessment?
Assigned field work can carry approved property, access, scope, document, and photo context into the installation visit.
Can ScreenOps keep motor and control selections with the opening?
Yes. Product options, site notes, photos, documents, and approved scope can remain connected to the property opening and job.
Can warranty service reference the original installation?
Warranty and service work can remain tied to the customer, property, installed scope, and available closeout history.
Can ScreenOps organize work across multiple business locations?
Yes. Customer records can connect to multiple properties so each site retains its own openings, jobs, documents, and service history.
Can artwork and approval documents stay with the job?
Documents, notes, status, and approved scope can remain linked to the customer, site, estimate, and installation record.