Choose your login. This test build records which user performs each action.
Demo note: passwords and cloud sync come with the hosted backend phase.
Dashboard
0
Active jobs
0
Quotes required
0
Invoices required
0
Prep tasks open
Nothing Missed β Needs Attention
0 open
Jobs Ready to Schedule
Customer
Assigned
Action
Next step
Map Filters
Employee Action
Priority jobs show a β marker. Only jobs with a verified Google address can appear on the live map.
Weekly Control
Customer
Assigned
Status
Next Action
Control
Customer
Address
Assigned
Status
Next Action
Business Notes / Message Board
User Access
Manager only
Managers can mark invoices sent, permanently delete customers, manage measurement types, and change user access.
Job Notebook
Saved
Notes save automatically. When you begin adding notes on a new day, the app adds the date and logged-in user automatically. Measurements added below are also appended to this notebook.
Prep Tasks
Parts
Photos
Photos are attached directly to this job.
Measurements
Appointments
These are Cascade appointment records. Google Calendar synchronization is the next integration step.
Supplier Requests
The next integration step will create a Gmail draft with selected measurements and photos.