Today's Brief
Good morning, Alex.
1 job in progress — Mike is on site for Priya’s AC repair. Start with Priorities or follow the Customer journey.
Priorities
What matters today
System priorities — so you instinctively know where to start.
Customer journey
Follow Priya’s AC repair
See how one customer moves from request through scheduling, field work, approval, invoicing, and payment.
- 1Customer
- 2Scheduled
- 3Arrived
- 4Estimate
- 5Invoice
- 6Paid
Mike is on site now
Priya’s job is at Arrived.
Reach customers
Let customers book and text you.
Two channels that pull work in. Turn either on whenever you’re ready — they’re a shortcut into the real product.
Your day
4 assigned jobs
Open jobs on today’s board — soonest windows first.
Quick actions
Move the day forward
Actions matched to how you work in this workspace.