WEEK

SUBDIVISION FILTER

CREW FILTER

Per Lot View Per Mob View

DRILLING OVERVIEW

PREVIOUS WEEK — FOOTAGE DRILLED PER RIG

MOBILIZATION TIMELINE

WEEKLY PRODUCTION

CREW PERFORMANCE

COMMUNITY PROGRESS

PRODUCTION TIMELINE

CREW CONFIGURATION

Set crew members and first drill date per rig. Used for KPI tracking (attendance & available days).

RIG ROSTER

DRILLING MATERIAL REQUIREMENTS FORECAST

Monthly material requirements based on scheduled home start dates. Set Reorder At thresholds to enable low-stock alerts and auto-populate order requests.

Drilling Deliveries

0 deliveries logged

Log Delivery

Address / Community

Community

PO Number

Delivery Date

Vendor

Delivery Checklist

Photos

Notes

Drilling Field Reports (Prototype)

Fill out and track drilling commissioning reports

WEEK SETUP

Week Start (Monday)

Crew

VIEW:

Capacity: Single (S) = ½ day · Double (D) = 1 full day · Max 2 bore-days/crew/day

GLC Schedules Report

RECENT COMPLETIONS

WEEKLY PRODUCTION

CREW PERFORMANCE

COMMUNITY PROGRESS

PRODUCTION TIMELINE

GLC MATERIAL REQUIREMENTS FORECAST

Monthly material requirements based on SupplyPro dates and forecasted schedule. Set Reorder At thresholds to enable low-stock alerts and auto-populate order requests.

BORE DEPTH ADJUSTMENT CALCULATOR

Compares actual bore depth vs design depth for each home and calculates the additional glycol needed based on the difference in loop pipe volume.

GLC Deliveries

GLC Field Reports (Prototype)

Fill out and track GLC commissioning reports

GLC & Drilling Report

Heat Pump Report

QA Status Overview

All homes across Drilling · GLC · Heat Pump

RECENT QA COMPLETIONS

Field Report Review

Review and approve field commissioning reports submitted by crews

JOB SITE STATUS UPDATE

Street Address or Community

Job Site Status

Current Status

—

Notes

📜 UPDATE HISTORY

ALL STATUS UPDATES

Community	Address	Status	Last Updated	By	Synced	Notes

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BORE STAKES STATUS

1Find Home & System

Street Address

Community Model Type

2System Parameters

Current Glycol % — measure with refractometer

Loop System Volume — auto-filled when known

gal

Flow Center Model

3Flush Cart (Optional)

Flush cart connected to system?

Without flush cart: small adjustments can be made at the flow center. Larger adjustments require flush valve access on the ground loop pipes.

4Calculate

Posts these results as a comment on this home's Smartsheet row conversation.
Requires an address to be looked up above.

1Find Home & System

Street Address

2Bore Depth Comparison

Enter depths from the drill log. Designed depth auto-fills from engineering drawings when the model is known.

Designed Bore Depth — from engineering drawings

Number of Bores — per home unit

bores

Actual Drilled Depth — from drill log / completion report

3Designed System Volume

Designed Total System Volume — auto-filled when known

gal

Note: The designed volume already includes bore pipe, headers, indoor PEX, flow center, rubber hoses, and heat pump — calculated at the designed bore depth.

Posts these results as a comment on this home's Smartsheet row conversation.
Requires an address to be looked up above.

Milestone Tracking

Plan-vs-actual dashboard across Drill · GLC · Heat Pump milestones. Data is live from the Lions Tooth cache.

LIVE · Refreshed —

Loading dashboard…

Resources & Quick Links

Tools

Smartsheet Reports

Google Drive — Community Folders

External Tools

SupplyPro Geo-Flo Enertech Box — Lennar

Field Reports (Prototype)

Report Type

Select Home

Recent Reports

Address	Form	Progress	Status	Updated

No reports yet. Select a home and click "+ New Report" to begin.

GLC Ground Loop Commissioning 0%

Project Info

JHA

Site Photos

Header Piping

Pressure Test

As-Built Drawing

Flush and Fill

Close Out

1 Project Information

Project Name

Homesite / Address

Model Type

Crew

Filled Out By

Crew Lead *

GLC Start Date * 📅

Downtime / Delay

Any downtime today?

Design Specifications (from Smartsheet)

Designed # of Bores

Designed Bore Depth (ft)

Loop Size

Designed Glycol Gallons

Drilling Actuals

Actual # of Bores

Actual Bore Depth (ft)

2 JHA (Job Hazard Analysis)

Complete before starting work. Upload a signed JHA or fill out the checklist below — either is acceptable.

Option 1: Upload Signed JHA Photo

Tap to capture signed JHA

Option 2: Safety Checklist

PPE — Hard hat, safety glasses, steel toes, hi-vis?

Utilities located and marked (811 called)?

Trenching / excavation safety reviewed?

Fusion equipment inspected and calibrated?

Emergency contacts and hospital route known?

Weather conditions acceptable for work?

Housekeeping — work area clean and organized?

Additional Hazards / Controls Identified

Crew Members Present

3 Site Photos

Capture photos of the site before work begins.

Wide angle photo of site before work begins *

Wide angle — starting conditions before work begins

Bore depth label on piping *

Bore depth label on piping — write depth on pipe

Verify depth label matches drilling actual depth within 5–10 ft. If mismatch, note it in Header Piping section.

4 Header Piping

Drilling inside building footprint?

Bores headered in series or parallel?

Header pipe diameter *

Link seal installed at wall/floor penetration(s)?

Pipe insulation installed?

Stub up terminates 2' above slab?

Stub ups match drawings?

Photos

Pullback photo of location of stub hub marked prior to headering

Header pipe diameter (photo of printed pipe label required)

Photos of full header pipe run from start to finish (multiple photos)

Close up photos of pipe fusion joints

OptionalPhotos of insulation wherever geo lines cross other pipes/utilities

Wall penetration (optional)

Photo of floor penetration stub-up using sleeves and link-seals

Headering Notes

5 Pressure Test

Step 1: Pressurize to 100psi *

Photo

Step 2: Hold 100psi for 60 min *

Photo

Step 3: Reduce to 90psi *

Photo

Step 4: Hold 90psi for 60 min *

Photo

No leaks confirmed? *

Additional Photos

Pressure Test Notes

6 As-Built Drawing

Does header route match drawings?

7 Flush and Fill

Designed Glycol Gallons: —

Was potable water used to fill the ground loop?

Entire ground loop flushed at 2ft/s for 30 min?

Gallons of antifreeze added

Additional glycol needed for extra bore depth?

Photos

Photo of anti-freeze refractometer showing glycol percentage

Photo of label on flush valves showing: antifreeze type, gallons, concentration %, and date

Flush and Fill Notes

8 Close Out

GLC End Date 📅

Materials Used

In Dev

Record actual materials consumed on this job. Expected quantities from BOM shown as placeholders.

1-1/4" Pipe

1-1/4" Pipe (ft)
Morris Industries · 832120020

1-1/4" Couplings
B&D · SPC66

1-1/2" Pipe

1-1/2" Pipe (ft)
Morris Industries · 832150020

1-1/2" 90° Elbows
B&D · SPE77

1-1/2" Couplings
B&D · SPC77

1-1/2" x 1-1/4" Reducing
B&D · SPRB76

Other Fittings

90° Elbows

45° Elbows

Tees

Common Materials

Link Seals
Garlock · LS-200-C-7

Pipe Clamps
Bluefin · GVSC200

Insulation Sticks (6ft)

PVC Sleeves (3")
Charlotte Pipe · 7300

Strut Channel (ft)
Superstrut · ZB1400HS 10

Sill Seal Gasket
Everbilt · 5.5X50SSFG

Materials Notes

Photos

Photo of header pipes bagged/protected

Close Out Notes

Drilling Vertical Loop Commissioning 0%

Project Info

JHA

Site Photo

Bore Log

Bore Completions

Close Out

1 Project Information

Project Name

Homesite / Address

Model Type

Crew

Filled Out By

Driller *

Drill Start Date * 📅

Design Specifications (from Smartsheet)

Designed # of Bores

Designed Bore Depth (ft)

Loop Size

2 JHA (Job Hazard Analysis)

Complete before starting work. Upload a signed JHA or fill out the checklist below — either is acceptable.

Option 1: Upload Signed JHA Photo

Tap to capture signed JHA

Option 2: Safety Checklist

PPE — Hard hat, safety glasses, steel toes, hi-vis?

Drill rig inspected and in safe condition?

Utilities located and marked (811 called)?

Spotter assigned for rig movement?

Fall protection in place (if applicable)?

Emergency contacts and hospital route posted?

Weather conditions acceptable for drilling?

Housekeeping — work area clean and organized?

Additional Hazards / Controls Identified

Crew Members Present

3 Site Photo

Wide angle photo of drilling area before start *

Tap to capture site photo

Bore location staking/layout photo

Bore location staking/layout

4 Bore Log

Total Footage

Auto-calculated from individual bore depths below.

0 feet

Record each bore's actual depth. Flags will appear if actual depth is less than design.

Bore Log Notes

Downtime / Delay

Any downtime today?

5 Bore Completions

Complete U-bend, Tremie/Grouting, and Pressure Test for each bore. Blocks appear as bores are added in the Bore Log.

No bores added yet. Go to Bore Log to add bores.

6 Close Out

Drill Finish Date 📅

All bores completed and grouted? *

Site cleaned up?

Any damage to property?

Photos

Final site photo after cleanup

Close Out Notes

HP Install Schedule

Heat Pump Deliveries

0 deliveries logged

Heat Pump Delivery Status

Equipment by Model

FLOW CENTER & MOUNTING MATERIAL REQUIREMENTS FORECAST

Flow center & mounting materials forecast. HP accessories ship with each Enertech HP PO and are tracked via the Delivery Tracker. Set Reorder At thresholds to enable low-stock alerts.

Admin Panel

Manage users, crews, and app settings. Showing data for — division.

Smartsheet Connection

Connect your personal Smartsheet account so edits are attributed to you. If not connected, changes sync via the admin API key.

Checking connection...

Smartsheet Column Browser

View all columns in any Smartsheet. Use this to find Column IDs when configuring filters or adding new data fields.

Division

Community / Sheet

Tab Filter Defaults

Set default filter states for each QA tab. Saved settings are applied automatically when the QA tab loads.

Default QA Status

Task Status Required

Date Window

Last/Next days

Note: "Task Status Required" controls whether homes appear regardless of their Smartsheet task completion status. "Complete Only" matches the current default behavior.

Manage Communities

Showing: —

Smartsheet sheets that feed schedule data for the current division.

Manage Links

Google Drive folders & SiteCapture links per address

Add or edit Google Drive folder IDs and SiteCapture URLs for each homesite. These override the built-in folder list and are stored locally.

Google Drive Auto-Discovery

Scan a community's Drive folder to auto-import all address folder IDs

Point to a community's root Drive folder. The app scans its subfolders (each named after an address) and automatically detects GLC QA, Drill QA, HP QA, and General photo subfolders — no manual entry needed.

Auto-Refresh

Automatically refresh Smartsheet data in the background. Only fires when the app tab is open and visible.

Refresh every

Division Resources

Configure Smartsheet reports & Drive folders per division

Add Smartsheet report links and community Drive folder links for the current division. These appear in the Resources tab for that division's users.

Manage Crews

Showing: —

Subcontractors

Showing: —

User Management

Add User

🔐 Role & View Permissions

Control which tabs, modes, and features each role can access. Admin always has full access.

Preview as Role

Temporarily view the app exactly as any role would see it. A banner will appear at the top — click "Exit Preview" to return to your admin view.

Design Drawings

0 drawings mapped

Map community/model combinations to Google Drive PDF file IDs. Used by the GLC QA form to open design drawings directly.

Upload CSV to add/update drawings (columns: Community, Model, Drive Link)

GLC QA Inspection

Project Info

Plans

Photos

Checklist

Result

1 Project Information

Inspector

Header Side

Start Date

End / Completion Date

📷 Address / Property REQUIRED

2 Design Plans & Header Dimensions

📄 Design Drawing

⏳ Loading files…

📐 Header Location — Dimensions

Using the drawing above, enter the designed distances then measure and record actuals in the field.

Foundation Wall 1

Designed

ft in

Actual

ft in

📷 Measurement Photo REQUIRED

Foundation Wall 2

Designed

ft in

Actual

ft in

📷 Measurement Photo REQUIRED

3 Required Photos

📷 Site Photos REQUIRED

Add all site photos — header shots, measurements, overview, etc. You can add multiple photos at once.

4 Inspection Checklist

Location correct for design plans?

Orientation correct?

Verify grout?

Site left clean?

Bag Visible?

Valve Height Measurement

Measure from bottom of valve to top of footing.

inches

5 Result & Submit

Overall Result

Notes

🔩 Drill QA Inspection

Project Info

Bore Verify

SiteCapture

Result

1 Project Information

Inspector

Inspection Date

2 Bore Verification

Actual # of Bores

Actual Depth per Bore (ft)

Enter Actual # of Bores above to record per-bore depths.

Total Actual Depth: 0 ft

Grout Bag Verification

Bore Diameter (in)

U-Bend

Bags Used

Enter bore depths above to calculate grout estimate.

Bore locations match design plans?

Grout verified?

Site left clean?

3 SiteCapture Check

Are all SiteCapture sections filled out?

4 Result & Submit

Overall Result

Notes

⚡ HP QA Commissioning

Project Info

Thermostat

Heat Pump

Flow Center

Glycol & Notes

Photos

Result

1 Project Information

Project Name

Address / Lot #

Contractor Name

Crew Lead / Inspector

Commissioning Date

Project Notes

📷 Address / Property REQUIRED

2 Thermostat

Is the thermostat on and operational?

📷 Thermostat REQUIRED

3 Heat Pump Details

How many heat pumps were installed?

⚡ Heat Pump 1

Designed Model

—

Delivered Serial #

—

Make and Model

Serial # (photo of nameplate required — REBATE REQUIREMENT)

A-FRZ jumper removed?

Does this heat pump have monitoring?

📷 Required Photos

📷 Serial Plate REQUIRED — rebate

4 Flow Center / Flush Valve

Flow center anchored?

Clean from debris?

Shavings in flow center?

Insulation installed correctly?

Label on flush valves showing: antifreeze type, gallons, concentration %, and date?

📷 Flow Center Photos

Flow Center Anchored REQUIRED

Inside Flow Center — No Debris REQUIRED

5 Glycol & Notes

Designed Glycol (%)

From Smartsheet — edit if wrong

Final Glycol Concentration (%)

Notes

📷 Glycol Reading REQUIRED

6 Site Photos

Add overall installation photos and any additional site photos.

📷 Overall Installation REQUIRED

7 Result & Submit

Overall QA Result

Drilling Deliveries

Log Delivery

Drilling Field Reports (Prototype)

GLC Deliveries

GLC Field Reports (Prototype)

QA Status Overview

Field Report Review

Milestone Tracking

Resources & Quick Links

HP Install Schedule

Heat Pump Deliveries

Log Heat Pump Delivery

Log Geo-Flo / Flow Center Delivery

Heat Pump Delivery Status

Equipment by Model

Admin Panel

Smartsheet Connection

Smartsheet Column Browser

Tab Filter Defaults

Manage Communities

Manage Links

Google Drive Auto-Discovery

Auto-Refresh

Division Resources

Manage Crews

Subcontractors

User Management

Add User

🔐 Role & View Permissions

Preview as Role

Design Drawings