Interactive example · not a live job
One plumbing phase. No guessing.
Office teams plan freely. Field cannot see planned work until the required gates are cleared and your designated person approves release.
Founder-led beta. Company setup and workflow review come before protected release is enabled. Confirm fit on one project before moving your team.
Rough-in at Smith Residence
Illustrative data. These controls do not change a job, send a notification or dispatch a crew. Your company defines its phases and evidence requirements.
Office preparation
What Field can see
A date and crew assignment are not release. Clearing every gate is still not approval. If the scope, crew or readiness evidence changes, review is required again. Already-started work remains visible with a review warning.
Same job, clear team responsibilities
Sales
Record agreed scope and acknowledgment; clarify changes before they reach a crew.
Office and Purchasing
Resolve shortages and handoffs. Your designated approver releases the current phase and reviews submitted results.
Field
See assigned released work, report a blocker, add required proof and submit results for acceptance.
Test this against one of your jobs
Bring one phase that has caused a wasted trip or repeated follow-up. We will review your handoffs, requirements and team roles before you decide to switch.