Concepts
Concept pages explain why TuffOps works the way it does. Read these once to build a mental model, then come back when something surprises you.
If you need to do something specific, Guides is the better starting point.
Foundations
- Data Model — the entities (customers, units, work orders, quotations, invoices, customer requests, checklists) and how they connect.
- Settings & Feature Flags — tenant keys in the
settingstable, feature gates, and what is readonly vs editable in Settings. - Permissions Model —
area.actionkeys, typical role profiles, and how to design custom roles safely.
Records
- Customers — the three customer types, how names work, contact info, and integration with external systems.
- Units — equipment records, the warranty clock, maintenance frequency, and linked groups.
- QR Codes & Public Unit URLs — what's on the public page, what isn't, and the scan-to-request-service flow.
Lifecycles
- Quotation Lifecycle — why submitted quotations lock, what each status means, and how a quote becomes work orders.
- Work Order Lifecycle — every status, every transition, who can move between them.
- Customer Requests — what a request is, how it differs from a work order, and the triage flow.
- Invoices — the three statuses, the feature flag, and external billing integration.
- Checklists — auto-attach precedence, snapshots, frequency, manufacturer scoping.
Compliance
- EPA Part 84 — AIM Act tracking: charge events, leak inspections, mothball, RLCA carve-out, chronic-leaker classification.
- Compliance Overrides — the three override kinds, gating modes, four-eyes rule, and the audit row each decision writes.
- Leak-Repair Episodes — from a red leak-rate calc to a closed §82.157(c) episode, including verifications, extensions, and the next-add presumption.
- Chronic-Leaker Classification — the §84.106(j) 125% calendar-year rule, the eligibility floor, and the active → reported → withdrawn lifecycle.
Field Workflows
- Technician Permissions — what the technician role grants and what's reserved, gate by gate.
- Work Orders from a Tech's Perspective — the pending-start gate, the items card, the status widget, and what's hidden vs. disabled.
- Mobile and Field Context — TuffOps on a phone or tablet, GPS and camera permissions, and the offline story.
When to read what
| You're trying to... | Start with |
|---|---|
| Onboard onto TuffOps | Data Model |
| Find a feature flag or tenant default | Settings & Feature Flags |
| Grant access to a new staff member | Manage Users |
| Understand why a button doesn't appear | Permissions Model |
| Figure out why a quotation can't be edited | Quotation Lifecycle |
| Figure out why a work order can't move to a status | Work Order Lifecycle |
| Set up checklists for the first time | Checklists |
| Trace EPA Part 84 obligations | EPA Part 84 |