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Office Today
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π‘ Email intake
π¦ Log parts order
π§ Find part
οΌ New customer
βοΈ Message tech
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π§ͺ PRACTICE MODE
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0
jobs auto-routed today
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0
techs working
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Customer SMS:
π OFF
π§Ή Clean test/old
π‘
Step 1 β Triage email captures
Fill in customer info / dismiss noise
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π
Step 2 β Schedule them
Pick tech + time
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π
Step 3 β Phone-ready
Jobs missing info Ant needs for calls Β·
π call stats
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βΌ Priority Queue
β¦ Sections
π Walk me through
π₯ Action Inbox Β· things that just happened
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π Communications Β· calls + texts in one place
π± Send SMS
π Place call
Recent calls
β οΈ Needs review
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β Mark submitted
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π¨ Escalate to Teddy
Job #
Section (what kind of decision)
The question (one line, the actual ask)
A β option A (short text he can reply with)
B β option B
C β option C (optional)
π¨ Send to Teddy
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π§Ή Clean test + old jobs
Bulk-cancels jobs across all queues. Reversible (sets scheduling_status="canceled", no row deletion).
Test data
β claim # starts with TEST, phone 555-555-XXXX, ServicePower placeholder, voicemail caller, test_run_id set
Stale data
β not_ready jobs older than
days
Tap "Preview" to see counts
π Preview
π§Ή Purge
Cancel
π Smart reschedule
Job #
β sends customer A/B/C slot offer
Why are we rescheduling?
π Send slot offer
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οΌ New customer / job
Phone call, walk-in, vendor portal β anything that didn't auto-flow. Lands in needs-scheduled queue.
Self-pay
Warranty
οΌ Create
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βοΈ Message a tech
Lands in their π₯ Inbox on tech-daily-dashboard.
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Message
π€ Send
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