Handbook / Across everything
The admin panel
Two questions on one screen: how the week is going, and what everybody is actually doing.
This week is the state of the company: active projects and what is under contract, work orders in progress and past their date, punch items, RFIs, submittals, change orders awaiting a decision, proposals still out, hours logged, photographs taken, and whether email is actually sending.
Flow: how work moves
The Flow tab draws the last twelve months as a funnel - enquiries, estimates, proposals, signatures, starts, completions - with the share that carried between each stage. Every stage is counted on its own records, so a leak shows as a gap between two honest numbers. Beside it: how long each hand-off takes (as medians, so one stuck job cannot hide the normal pace), what came in against what went out by month, and a list of everything sitting in a stage past the point anybody would call normal - each row naming its record, so the fix is a click away.
Risk: where the money is exposed
The Risk tab ranks every active job by exposure. Each reason is a sentence with a number in it - projected margin once committed costs land, receivables past due, work orders past their date, change orders awaiting approval, contract not yet billed, days since anything was recorded. The score is only the sort key; the reasons are the product. Above the list: receivables aged from each invoice's own due date, and margin by job with a marker showing where committed costs will take it.
The crew
Nobody clocks in. Each person's status is worked out from the traces a working day leaves behind - hours logged, photographs taken, tasks ticked, notes written - and the roster is sorted so the exception is at the top.
| Status | What it means |
|---|---|
| Behind | Has work orders past their date. Read this one first. |
| Gone quiet | Open work assigned, but nothing logged for three days or more. |
| Working today | Left a trace today. |
| Active | Left a trace in the last three days. |
| Starting later | Assigned, but the job has not started yet. |
| Free | Nothing open on them. |
| Not active | Account deactivated. |
Each card carries an eight-week hours sparkline against a forty-hour reference line, so a person's shape - ramping, coasting, drowning - reads at a glance. Open anyone for their work orders, their hours day by day and by project, what they photographed, and their history. Alongside that sits a labour and cost view: where the hours went by day, by project and by cost code.
"Gone quiet" means no trace, not no work. Somebody working hard without logging hours or taking photographs reads as quiet - which is usually exactly what you want to know, but is worth understanding before you ring them about it.
Health and the audit trail
The Health tab is the process watching itself: uptime, request rates and latency, recent server errors, every background task run with its outcome, backup age, email failures, the AI meter, and the alerts - each of which fires at most once a day and emails the owners. The Audit tab answers "who changed this, and when": every action in the company, filterable by person, record type and words.
Access: Its own permission, because watching people is not the same as reading a report. Owners, administrators, project managers and accountants have it by default.