AI Matrx Logo

Solar installer

Hazelmere Row Solar · Solar installer · Fort Collins, CO

Leonie Whitcombe is the project coordinator at Hazelmere Row Solar, a residential solar installer in Fort Collins, and she gives every installer a page of their own for install days, certifications and time off while she keeps new-hire onboarding on one board.

Construction and tradesTeam and HRClient portals5 tables · 7 views · 1 form · 1 portal · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this template

Install calendar

Install days
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1SH-26-913
2SH-26-914
3
4
5SH-26-915
6SH-26-916
7SH-26-917
8SH-26-918
9SH-26-919
10
11
12SH-26-920
13SH-26-921
14SH-26-922
15SH-26-923
16SH-26-924
17
18SH-26-925
19SH-26-926
20SH-26-927
21SH-26-928
22SH-26-929
23SH-26-930
24
25
26SH-26-931
27SH-26-932
28SH-26-933
29SH-26-934
30SH-26-935
31

Tables

Install days

36 sample rows · 8 columns

Every person's day on a roof, in the yard or at the panel: where, doing what, for how many hours.

ShiftJob siteInstallerTaskStartsHoursStatus
SH-26-901Pellegrini residence, 7.4 kW roof arrayMarisol Etxeberria-VanceRacking and flashingSep 15, 1:00 PM8Worked
SH-26-902Pellegrini residence, 7.4 kW roof arrayMarisol Etxeberria-VancePanel setSep 16, 1:30 PM9Worked
SH-26-903Pellegrini residence, 7.4 kW roof arrayBashir Teague-LindqvistWiring and inverterSep 17, 2:00 PM8Worked
SH-26-904Tidewell Farm barn roof, 18 kWTorben AvellanedaRacking and flashingSep 18, 1:30 PM7Worked
SH-26-905Tidewell Farm barn roof, 18 kWTorben AvellanedaPanel setSep 21, 2:00 PM10Worked
SH-26-906Tidewell Farm barn roof, 18 kWMarisol Etxeberria-VanceWiring and inverterSep 22, 1:00 PM8Worked
SH-26-907Navarrete residence, 6.1 kWBashir Teague-LindqvistRacking and flashingSep 23, 2:00 PM9Worked
SH-26-908Navarrete residence, 6.1 kWBashir Teague-LindqvistPanel setSep 24, 1:00 PM6Weather hold
SH-26-909Navarrete residence, 6.1 kWBashir Teague-LindqvistWiring and inverterSep 25, 1:30 PM8Worked
SH-26-910Sorensen duplex, 9.2 kWOdalys Strathmore-IyerRacking and flashingSep 28, 1:00 PM8Worked
SH-26-911Sorensen duplex, 9.2 kWTorben AvellanedaPanel setSep 29, 1:30 PM7Worked
SH-26-912Sorensen duplex, 9.2 kWOdalys Strathmore-IyerWiring and inverterSep 30, 2:00 PM9Worked

24 more rows

Certifications

22 sample rows · 8 columns

The licenses, cards and trainings each person holds, and the day each one runs out.

CertificationHolderKindCard or license numberIssuedRuns outStanding
CE-26-316Ingrid Haldorsen-PikeAerial lift operatorALO-323514Jan 22, 2024Sep 13, 2026Expired
CE-26-312Odalys Strathmore-IyerFirst aid and CPRCPR-291838Sep 28, 2024Sep 28, 2026Expired
CE-26-306Marisol Etxeberria-VanceFirst aid and CPRCPR-244324Nov 17, 2024Nov 17, 2026Renewal due
CE-26-308Bashir Teague-LindqvistNABCEP PV AssociatePVA-260162Jan 22, 2024Dec 2, 2026Renewal due
CE-26-315Kaspar Nwosu-HaleNABCEP PV AssociatePVA-315595Dec 3, 2023Dec 2, 2026Renewal due
CE-26-305Marisol Etxeberria-VanceFall protection competent personFPC-236405Jan 22, 2024Jan 21, 2027Current
CE-26-313Kaspar Nwosu-HaleAerial lift operatorALO-299757Jan 22, 2024Jan 21, 2027Current
CE-26-317Ingrid Haldorsen-PikeFirst aid and CPRCPR-331433Feb 25, 2025Feb 25, 2027Current
CE-26-314Kaspar Nwosu-HaleFirst aid and CPRCPR-307676Jun 5, 2025Jun 5, 2027Current
CE-26-303Torben AvellanedaAerial lift operatorALO-220567Aug 9, 2024Aug 9, 2027Current
CE-26-309Bashir Teague-LindqvistFirst aid and CPRCPR-268081Sep 13, 2025Sep 13, 2027Current
CE-26-302Torben AvellanedaFirst aid and CPRCPR-212648Dec 22, 2025Dec 22, 2027Current

10 more rows

Time off requests

16 sample rows · 9 columns

Every ask for days away, with the dates, the hours and the coordinator's answer.

RequestInstallerKindAsked onFirst day awayLast day awayHours away
TO-26-205Bashir Teague-LindqvistFamily leaveJul 20, 2026Aug 4, 2026Aug 18, 202680
TO-26-201Marisol Etxeberria-VanceVacationJul 30, 2026Aug 19, 2026Aug 23, 202640
TO-26-202Odalys Strathmore-IyerVacationAug 9, 2026Sep 3, 2026Sep 7, 202640
TO-26-204Torben AvellanedaTraining dayAug 24, 2026Sep 8, 2026Sep 8, 20268
TO-26-203Kaspar Nwosu-HaleSick daySep 15, 2026Sep 15, 2026Sep 15, 20268
TO-26-206Ingrid Haldorsen-PikeVacationSep 8, 2026Sep 28, 2026Oct 2, 202640
TO-26-208Dmitri Ashworth-OkaforTraining daySep 23, 2026Sep 30, 2026Sep 30, 20268
TO-26-207Perpetua LindgrenSick dayOct 6, 2026Oct 6, 2026Oct 6, 20268
TO-26-214Ingrid Haldorsen-PikeVacationSep 18, 2026Oct 8, 2026Oct 12, 202640
TO-26-209Odalys Strathmore-IyerVacationOct 9, 2026Oct 24, 2026Oct 26, 202624
TO-26-213Torben AvellanedaFamily leaveOct 17, 2026Oct 27, 2026Oct 28, 202616
TO-26-210Marisol Etxeberria-VanceTraining dayOct 12, 2026Oct 30, 2026Oct 30, 20268

4 more rows

Onboarding

9 sample rows · 6 columns

Each new hire's path from the accepted offer to a first solo install day.

OnboardingNew hireStageOffer acceptedRide-along beganActive since
OB-26-601Marisol Etxeberria-VanceActiveOct 4, 2021Oct 21, 2021Nov 4, 2021
OB-26-602Bashir Teague-LindqvistActiveOct 4, 2020Oct 21, 2020Nov 4, 2020
OB-26-603Odalys Strathmore-IyerActiveOct 4, 2023Oct 21, 2023Nov 4, 2023
OB-26-604Kaspar Nwosu-HaleActiveOct 3, 2024Oct 20, 2024Nov 3, 2024
OB-26-605Ingrid Haldorsen-PikeActiveOct 4, 2022Oct 21, 2022Nov 4, 2022
OB-26-606Dmitri Ashworth-OkaforActiveJul 30, 2026Aug 16, 2026Aug 23, 2026
OB-26-607Perpetua LindgrenRide-alongSep 3, 2026Sep 20, 2026—
OB-26-608Wilhelmina Szabo-ReyesSafety trainingSep 26, 2026——
OB-26-609Tavish Rennick-OkoroPaperwork inOct 13, 2026——

Also included

  • Your crew pageClient portal
  • New hire stepsStage rules
  • Certification running outNotificationTells the coordinator a month before a card or license lapses.
  • Monday time off to answerDigest

Related templates