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 — Needs Attention
0 open
Jobs Ready to Schedule
Customer
Assigned
Action
Next step
Map Filters
Employee Action
Priority jobs show a ★. Scheduled / booked jobs use a different marker colour. Only jobs with a verified Google address can appear on the live map.
On Hold
0 held
Customer
Assigned
Previous Stage
Hold Until
Action
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. Use + Dated Note when you want a dated/user heading. Any date text you delete will stay deleted. Measurements added below are also appended to this notebook.
Re-Screens / Builds
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.
Activity
Job Control
Assigned
Status
Next action
Payment collected
Record an Outcome
Cascade Menu
Put Job On Hold
Release From Hold
Schedule Appointment
Edit Customer
To move the map pin, select a new verified address below.
