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
Pinned Business Notes
Map Filters
EmployeeAction
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
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, change access levels, and assign each active user to a Google Calendar. 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.
Customer Availability
Use this when a customer has told you when they cannot be scheduled. Cascade will warn before saving a conflicting appointment.
Re-Screens / Builds
Parts
Order Sources
Photos
Photos are attached directly to this job.
Measurements
Appointments
Appointments automatically follow the job's workflow stage: Quote Requests show as Scheduled Quote / Assessment and Jobs Ready to Schedule show as Scheduled / Booked. Cancelling the appointment automatically returns the job to its underlying ready-to-schedule stage. Past appointments with no workflow outcome are flagged for attention. Appointments sync to the assigned user's Google Calendar.
Supplier Requests
Requests are sent from Cascade and replies go to the business Gmail inbox.
Customer Activity
Job Control
Assigned
Status
Next action
Payment collected
Record an Outcome
Move Job To…
Move a job directly to another workflow stage. An appointment is NOT required to move Quote Requests / To Measure to Measured / Ready to Quote.
Cascade Menu
Put Job On Hold
Release From Hold
Schedule Appointment
For a multi-person appointment, Cascade creates or updates the event on each selected employee’s linked Google Calendar.
Add Availability Restriction
Edit Customer
To move the map pin, select a new verified address below.
Edit Job Address
Edit User
This edits the Cascade display name, access level and linked calendar. Login email is managed by Supabase Authentication and is not changed here.
Add Business Note
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
Choose one or more active users for this job.
Where was this ordered from?
Enter each retailer or supplier used for this job. Leave unused rows blank.
New Job
Choose one or more people.
This creates a new job under the existing customer. Contact information stays unchanged. The Job Address below can be different from the customer address.
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.
