Scheduled this week12↑ 3 vs. last week
Operations
Overview
Today's overview
Good morning, Arturo.
Here is what needs your attention across Ever Blue today.
Open proposals8$124,850 in pipeline
Pending approval5Oldest: 4 days
Completion rate94%↑ 2.4% this month
Next up
Today's schedule
Action center
Needs attention
Commercial activity
Recent proposals
| Proposal | Client | Project | Amount | Sent | Status |
|---|
Operations calendar
Scheduled work
Review workload and open each job's complete record.
SunMonTueWedThuFriSat
Field operations
All jobs
A complete view of every requested, confirmed and completed job.
Sales workspace
Build a proposal
Create a polished quote and prepare its linked contract.
Document center
Proposals & contracts
Prepare, approve, reject, download and send commercial documents.
| Folio | Client & project | Created | Amount | Status | Actions |
|---|
Client portal access
Company clients
Register company contacts and control access to their private schedule.
Access control
Team users
Manage internal access and permissions.
Operating manual
Glossary & criteria
A shared language for scheduling, proposals and operations.
Glossary
- Requested date
- Date preferred by the customer, still subject to capacity validation.
- Confirmed date
- Date accepted by Ever Blue and visible to both parties.
- Job record
- Operational file containing scope, address, drawings, contacts and status.
- Proposal status
- Draft, sent, approved, rejected or expired.
Initial criteria
- A customer only sees jobs linked to their company account.
- A requested date is not confirmed until capacity is validated.
- Every approved proposal may create a linked contract.
- Deleting a document requires administrator permission and confirmation.
- Email and Telegram sends must create an audit record.
- Drawings and contracts remain private and require authentication.