About My Work

Anyone who has been assigned a task, in any module.

Tasks live where they were created. A job task is under Jobs, a follow-up is under CRM, an admin task is under Admin, so your own to-do list is spread over four pages and nobody sees all of it.

Every task assigned to you, as a standard list. A New Task button in the header. Search by title, description or assignee, and Status, Priority and Module filters that become removable chips once applied. The grid shows the task, its assignees and an Actions column; editing opens the shared Task Edit modal.

• One to-do list across modules. A job task and a CRM task sit in the same grid.
• Filter by where it came from. The Module chip narrows the list to one source when that is the day's focus.
• The same modal everywhere. Edit here and the change shows on the job, the deal or wherever the task was born.
• Start a task from here. New Task creates one without opening the record it belongs to.

Anyone with jobs assigned to them: technicians, and office staff who own a job.

All Jobs is the company's list. Finding yours means rebuilding the same assignee filter every time, and it is easy to work the wrong job from a list of hundreds.

The jobs assigned to you, as a standard list. Search by customer, building or reference number. Status, Priority, Type and Attribute filters with chips. A grid with assignees and per-row actions that open the job.

• Your queue, not the company's. The assignee filter is built in.
• The next job in two clicks. Filter to Scheduled, sort, open.
• Attributes and priority visible. The same chips the office uses to flag a job are filters here.

Managers and reviewers who are a step in an approval workflow.

Approvals arrive as forwarded emails and hallway questions. Nobody can see what is waiting, how long it has waited, or whether the reviewer actually read the pricing before saying yes.

A Pending Review count, then the queue: search by customer, building, reference number or quote title, a Module filter, and a grid of Subject, Current Step, Workflow and Actions. Rows can be multi-selected for Reject Selected, which asks for one reason and applies it to every selected item. Opening an item goes to a full review page. Review Quote shows the quote overview, the Lineage and Links rail, the workflow step, scope of work, the customer contact, and the items grid with quantity, description, unit cost, gross margin and sell, adjustable from a catalog search, then review notes, a rejection reason, the approval activity history and a sticky action bar. Review Service shows the same frame for a service job: overview, lineage, step, scope, work performed, a Files card with reports, photos and attachments, and the service items grid. Approve and Reject only unlock once the reviewer has scrolled through the content.

• One queue. Quotes and service jobs from every module, with the step each is on.
• The whole context on one page. Pricing, margin, scope, contact and history, so a decision does not need three tabs.
• Nobody approves unread. The buttons stay locked until the reviewer has scrolled to the bottom.
• Clear a backlog honestly. Bulk reject takes one reason and records it on every item.

Everyone who has been granted at least one Library folder. Technicians most of all.

The company's reference documents, cut sheets, procedures and forms live in email attachments and a shared drive, and the copy in the truck is whichever version was last forwarded.

The reading side of the company Library. A folder list on the left and a searchable file table on the right with Name, Size, Added and a download action. Only the folders granted to you appear; managers curate the folders and files in the Resource module and grant access per user under Admin › Users › Library. The sidebar link always shows; with no grants the page is simply empty.

• The current version, always. One copy, managed centrally, read everywhere.
• Only what you were given. A folder is visible to the people granted it and nobody else.
• The same shelf in the field. Technicians see their granted folders as a Library tab in the field app.