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
Completed / Invoiced
0 completed
Customer
Address
Assigned
Completed
Type
Business Notes / Message Board
Suppliers
Manager only
Add suppliers and the individual people you send quote requests to. No request type is assigned to a supplier or contact.
User Access
Manager only
Managers can invite users, deactivate/reactivate users, and change access levels. Deactivated users cannot sign in, but their job history remains attached to their name.
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
Requests are sent from Cascade and replies go to the business Gmail inbox.
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.
Add Cascade User
After you create the invitation, the person opens this app and taps Set up invited account on the sign-in screen. Their email must match this invitation.
Set Up Invited Account
Assign Job Before Scheduling
Every job entering Jobs Ready to Schedule must have an assigned active user.
New Job
This creates a new job under the existing customer. Their contact information stays unchanged.
Add Supplier
Add Supplier Contact
Request Supplier Quote
Include from this job
Only measurements/photos already marked “Supplier” are included. You choose what to include for each request.
