Selected work across document review and field operations.
Document operations
Document Review Console
Turn a packet of source documents into one reviewable owner summary.
The tool reads scanned documents offline, compares repeated details, and keeps each mismatch beside the original scan so a person can resolve it before the summary is finalized.
Document comparison and review queue shown with example records.
Field operations
Quote-to-Job Workspace
Carry a job from first contact through estimate, schedule, and invoice handoff.
This concept keeps leads, estimates, supplier follow-up, schedules, job packets, and invoice handoff in one working view.
Fieldwork
Search jobsNew job
Operations
Active jobs
This week All crews
New leads 2
Kitchen exhaust repairCafe kitchen
Site visit today
Panel upgradeNeeds attentionRetail unit
Photos received
Estimating 2
Boiler replacementNeeds attentionSupplier reply due 2:00 PM
Estimate in review
Lighting retrofitDraft ready for review
12 fixtures