Reconciler

Who this is for

The Reconciler is the last check before a sold, scope-validated job moves into manufacturing release. If your job is to double-check that a project's numbers, scope, and paperwork line up before it's released, this is your role.

What you can access

Sidebar pages:

• Mission Control (/)
• Projects (/projects) — your primary workspace, including reconcile/release actions.
• Communications and Training

What you cannot do

• You cannot see Customers, Opportunities, Appointments, or Payments directly — if you need customer-facing context, it should be visible within the project record itself; otherwise, ask a CSR or PM.
• You cannot see Dispatch, Routing, or Schedule.
• You cannot see Price Book, Configurator, Imagine, or Proposals — you work from what's already been sold and validated, not the sales tools themselves.
• You cannot see Field Portal — that's the PM's on-site tool; you work from the data the PM logs.
• No /admin/* access.

Your typical day

1. Check Mission Control for projects that have reached scope validation and are awaiting reconciliation.
2. Open Projects, filter to jobs at the project deposit or manufacturing release stage.
3. Cross-check the PM's scope validation notes against the original estimate/proposal totals.
4. Confirm the project deposit has been collected before releasing to manufacturing.
5. Release validated jobs to manufacturing release.
6. Flag any mismatches (pricing, scope, missing deposit) back to the PM or Manager rather than releasing.

Step-by-step guides

Reconcile a project before release

1. Open Projects, select a job in scope validation or project deposit stage.
2. Input: none to review — the PM's on-site notes and the original proposal totals should already be attached.
3. What happens: you compare the two. If they match and the deposit is confirmed paid, you can advance the job.

Release a project to manufacturing

1. From the project record, use the Reconcile/Release action.
2. Input: confirmation that scope and payment checks passed.
3. What happens: the job moves to manufacturing release stage, which is visible to the PM and Manager. This is the trigger for the actual manufacturing/ordering process.

Flag a mismatch

1. From the project record, add a note describing the discrepancy (e.g., estimate total doesn't match what the PM validated on-site).
2. Input: description of the mismatch.
3. What happens: this keeps the job from being released until a PM or Manager resolves it — don't release "and hope it works out."

Edge cases

• Wrong pipeline stage: if a job appears at manufacturing release but you never reconciled it, don't assume it's fine — check with the PM/Manager, since it may have been advanced manually.
• Missing project deposit: if scope validation looks correct but you can't confirm the deposit was paid, hold the release and ask a CSR/Manager to confirm payment status rather than guessing.
• Immutable proposal mismatch: if the PM's on-site scope doesn't match the original (immutable) proposal, the fix isn't something you can do from Projects — it has to go back through the Door Expert/Manager to unsell and reissue before you can reconcile again.
• Missing property data: incomplete property info shouldn't block reconciliation if the PM's on-site measurements are present and complete — flag the data gap separately rather than holding up the release for it.

When something looks wrong

• Project stuck and won't advance past reconciliation → /help/troubleshooting/common-issues
• Manufacturing release blocked for a material → /help/troubleshooting/servicetitan-sync
• Deposit shows as paid but doesn't reflect in the project → /help/troubleshooting/payments-not-showing
• Access denied on a page you expected to see → /help/troubleshooting/access-denied