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SLA Settings

⏱️ SLA breach times

These times define when an SLA becomes breached.

📥 Auto-assign incoming jobs

When a job arrives automatically (the email / Zapier intake), send it straight to an engineer — or leave it unallocated for the office to place. This only applies when the intake didn't already set an engineer, so you can drop the assign step from the Zap and control it here.

Only for these priorities (leave all unticked = every incoming job)
When should auto-assign run?

Auto-assigned jobs are scheduled onto the engineer's day straight away (today, at the time they arrive), so they show immediately rather than sitting in "needs scheduling".

🏷️ Job categories

Extra statuses you control — they show as chips on the board and as options everywhere a job's status is set.

Manage categories →
🧾 Job sheet settings

Choose which fields appear on the Mostlane copy vs the Client copy of the job sheet.

Edit sheet settings →
📨 Email intake (jobs from Outlook)

Job emails forwarded from Outlook land on the board automatically — no Zapier. See every email received, test with a pasted email, and set who may send jobs in.

Open email intake →
🧰 Data tools

Import job history, review & bulk-delete live jobs, and manage archive photos.

Open data tools →
🔥 Firestopping

Manage firestopping products, spec sheets and the RIA record configuration.

Open firestopping →
🔍 Site audit

Create a site audit as one job with a photo checklist — the engineer completes each item with a photo. Assign it to an engineer in one step.

Create a site audit →
🔄 Sync with Workever

Bring the portal in line with Workever — update jobs that are done there but still showing as pending here, and pull in any job that's missing from your records. Runs from a snippet you paste into your logged-in Workever tab (Workever has no API key, so the fetch has to happen there).

1 · Status mapping

How each Workever status maps into the portal, and which ones count as done (a live job is only ever closed, never re-opened). Defaults are set — adjust if needed.

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2 · Test one job first (recommended)

Enter the MOS number (or job id) of a job you know is done in Workever but still Pending here. It syncs just that one job and reports whether its notes, signature and photos all arrived — a clear ❌ if anything Workever holds fails to transfer. Paste the runner into the Workever console like the full run.

3 · Run the full sync
  1. Open mostlane.workever.app in another tab and make sure you're logged in.
  2. Press the button below to copy the runner, then in that Workever tab open the console (F12 → Console), paste, and press Enter.
  3. Leave it running — it pages through every job and reports progress; it's safe to stop and re-run (it resumes).
4 · What changed

Brings across job records (status, description, cost, site) and their photos, signatures & documents — but only for jobs it actually syncs; a job you completed in the portal is never touched, and files already in your archive are skipped. Photos stream in the background, so the file count may keep rising for a moment after the pages finish.