Internal software example
See what is late and what is ready to invoice.
An example for a service company with three field teams: each job has an owner, a deadline and a next action.
FUTURISTIC demonstrationThe company and all data are fictional. This is not presented as client work.
BeforeA job had to be found across files, email, and messages.
AfterThe owner, deadline, status, and value appear in the same record.
Today
Status at 08:30
What needs attention
FUTURISTIC demonstration. The company and data are fictional.
- 5open jobs3 need action + 2 in progress
- 3need attentionMissing part, pending approval or overdue
- 1overdue jobIncluded in Needs action
- RON 42,600ready to invoice3 completed jobs
8 fictional jobs. Totals cover all three lists.
Jobs
3 jobsNeeds action
Scheduling and invoicing use the same records.
People scheduling work can see delays and missing items. People preparing invoices can see completed jobs and the documents still needed.
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