Dashboard
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Total Jobs
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all time
Intake Pending
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awaiting scheduling
Scheduled
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confirmed on calendar
In the Field
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processing + complete
Admin / Invoicing
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reporting + billing
Unassigned
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needs technician

Recent Jobs

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Job ID Client Status Priority Submitted
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By Status

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All Jobs
Click any row to expand job details.
🔍
Job ID ↕ Client ↕ Job Types Technicians ↕ Window ↕ Priority ↕ Status ↕ Submitted ↕
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Submit New Job
Fill out the intake form to create a job, folder, and Planner task automatically.
⚠️ Demo mode — Connect a Power Automate URL to go live. Submissions will be logged to the browser console.
Section 1

Operational Information

Required — triggers job creation workflow

Client name is required.
Service address is required.
At least one job type must be selected.
Select at least one technician or mark Unassigned.
Start date is required.
Estimated duration is required.
Scope of work is required.
Enter a valid email address.
⚠️ Please correct the highlighted fields before submitting.
Submitting creates a job folder,
Planner task, and notifies the team.
Accounts Receivable
Jobs in "Report & Invoice Sent" status, tracked by age.
ℹ️ Jobs automatically appear here when they reach Report & Invoice Sent status. The 90-day clock starts from the submission date as a proxy until invoice dates are tracked in Phase 2. Jobs are sorted into aging buckets automatically — no manual action needed.
Critical (180+ days)
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severely overdue
Overdue (90–179 days)
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past 90-day threshold
Approaching (60–89 days)
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watch list
Recent (< 60 days)
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invoiced, within window
🔴 Critical 180+ Days Outstanding 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.
🟠 Overdue 90–179 Days Outstanding 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.
🟡 Approaching 60–89 Days — Watch List 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.
🟢 Recent Under 60 Days — Invoiced 0 jobs ▾
Job ID
Client
Billing Contact
Submitted
Age
Actions
No jobs in this bucket.