Everyone you have done or quoted work for, with their people, addresses and text consent, on the Customers page. See Customers.
Merge
Joining two customers that are the same person or company into one. Everything moves to the kept customer, and nothing is lost.
Practice run
A customer import that changes nothing and shows what every row would do.
Lead
A possible job: a customer who called, wrote, filled in a form or sent a bid invite.
Status (stage)
Where a lead or job stands: New lead, Sizing, Estimating, Approved, Followed up, Accepted, Scheduled, In progress, Complete, Closed, and Lost, Canceled or On hold. See What Asphalt OS is.
Pipeline
A board of cards in columns, one column per stage: Sales, Key Accounts and Production.
SLA (time limit)
The time a lead may spend in a stage, counted in business hours. When it runs out, someone gets a task. See Time limits and reminders.
Business hours
Your working hours (Monday to Friday, 8 AM to 5 PM to start). Time limits count only these.
Untouched reminder
A task when nobody has done anything with a lead for a set number of business hours.
Tier
The size class of a lead: Tier 1 (big or important), Tier 2 (medium) or Tier 3 (small, residential or out of area). It decides which estimator gets it.
Push
Hand a sized and tiered lead to its estimator.
Estimate, quote and proposal
The price for the work. The proposal is the email and PDF that carry it to the customer.
Quote page (quote link)
The customer's private page for one version of the estimate, where they sign or decline. The link is made as the email leaves and lasts 180 days at most.
Standard price
The price per unit on your price list. Changing it on a quote needs approval.
Sending limit
The biggest quote a person can send without approval.
Per-ton pricing
Pricing asphalt by the ton: what you sell a ton for goes on the estimate; what you pay per ton stays inside the office.
Win or loss
What you sell the tons for, minus what you pay for them. Shown to the office only.
Mix density
How heavy your hot mix is, in pounds per cubic foot. The calculator turns area and depth into tons with it.
Mobilization
A fixed charge on every estimate for bringing the crew and equipment.
Minimum job
The smallest price you quote. A smaller job is brought up to it.
Texting consent
The customer agreed to texts. Without it, no text goes out. STOP takes it away; START gives it back.
PlanHub
A bidding service. PlanHub leads go straight to your PlanHub estimator.
Playbook
Written rules that let people decide without asking, and a log of what they decided.
Ask Asphalt
A live business snapshot for the owners, with an AI chat about it.
Operations
Quote appointment (visit)
A visit to measure and quote, booked for the owner or an estimator.
Crew board
The Jobs tab of the Schedule: crews down the side, days across the top.
Handoff
What happens when a job is won: the job, five tasks, the paperwork checklist and the billing form link.
COI
Certificate of insurance. You send yours to customers, and keep your subcontractors'.
W-9
The US tax form a customer or vendor asks for.
Lien waiver
A document that gives up the right to a lien on the property once payment is made.
NTO (notice to owner)
A lien notice to the property owner, needed on some jobs by a deadline. Confirm the rules with your construction attorney.
Billing form
A form the customer fills in online with their accounts payable contact, PO number and billing address.
Load ticket
The plant's ticket for one truck load: plant, truck, tons.
Truck cycle
The time from loading at the plant to arriving on site.
Plant
An asphalt plant you buy from.
Incident
An accident, breakdown, damage, injury or near miss, with a solver and a repair.
Solver
The person assigned to fix an incident.
DVIR
Driver vehicle inspection report: the pre-trip or post-trip check of a truck, with any defects.
Pre-trip and post-trip
The inspections before and after driving a unit.
Driver file
A driver's papers: licence, medical certificate, driving record and so on, with expiry dates.
MVR
Motor vehicle record: a driver's driving history.
Sub job
A job you hand to a subcontractor, keeping the margin between their price and the customer's.
Support ticket
A customer's warranty claim, complaint or question.
Money
Transaction (line)
One income or cost amount on a job.
Margin
Income minus cost.
Closed
The last step of a job: complete, with its income and costs in. Nothing changes after.
Retainage
Part of an invoice (10% to start) held back until the job is signed off.
Aging
What customers owe, grouped by how late it is.
Net 30
Payment due 30 days after the invoice is sent.
Expense
Money a crew member spent for the company, paid back once approved.
Access
Role
A named set of permissions, such as Estimator or Foreman.
Permission
One thing a role allows, such as "Send estimates to customers".
Scope
Whose records a permission covers: their own, their crew or everyone.
Limit
The most a permission allows: a dollar amount or a percentage.
Rank
A role's level. People manage only people and roles ranked below them.
Exception
One permission allowed or blocked for one person, on top of their role.
Owner (CEO role)
The role with every permission. The company always keeps at least one owner.
Automation
The built-in helper that sends acknowledgments and reminders and creates tasks. It is not a person and can't sign in, and only the background worker can act as it.
Background worker
The part of Asphalt OS that runs on its own: the follow-ups after a click, every email and text, the reminders and online payments. If it stops, the people who run the company see a red line.
Trusted device
A browser you ticked at the code step, which signs in with the password alone for 30 days.
Security warning
An email and Outbox line about your own account: a sign-in from a new device, a lockout, a password or two-factor change. Yours alone to see.
Master key
The key on your server that locks every uploaded file, every saved service key and everyone's two-factor keys. Lost with it: the files.
History log (audit log)
The record of changes that nobody can edit.
Brand
A name your company sells under, with its own phone and sending address. Proposals and invoices carry it.
Connection
An outside service your company links with its own key, such as Twilio for texts.
