Unknown callerNew Request
Fence repair · 555-999-0000
WorkTide · Combined Review Slice
Keep every job moving with the tide.
New Request -> Estimate Visit -> Estimate -> Service -> Invoice/Payment Preview
Irrigation Repair – Zone 3Needs Info
Green Valley HOA · Irrigation Repair
Job location: Main Property - 400 Green Valley Drive, Unit Complex A
No response yet. Follow-up scheduled for today.
⏰ Follow-up dueSpring Startup ServiceEstimate Draft
Maria Chen · Spring Startup
Job location: Main House - 12 Maple Lane, Unit 4
Customer approval link for $480 spring startup estimate
Pool Opening ServiceService Scheduled
Lakeview Pool Club · Pool Opening
Job location: Pool Club - 21 Lakeview Terrace
Estimate approved. Service appointment is booked; invoice stays locked until service is complete.
Annual Backflow TestReady for Estimate Visit
North Ridge Cafe · Backflow Test
Job location: Cafe - 88 North Ridge Blvd
Completed follow-up "Confirm appointment time".
Reschedule/no-show/cancellation validation case 123703Ready for Estimate Visit
Jade Reschedule Case 123703 · HVAC maintenance
Job location: Primary location - 77 Reschedule Road
Cancelled estimate visit originally scheduled for 2026-07-09T18:30:00.000Z.
Townhome Backflow TestReady for Estimate Visit
Riverside Rentals · Backflow Test
Job location: Townhome Lot 7 - 7 Harbor Court
Duplex Sprinkler RepairOpen
Riverside Rentals · Sprinkler Repair
Job location: Duplex Unit 2 - 42 River Bend Road, Unit 2
Original duplicate matching baseline job 123924Open
Jade Duplicate Original 123924 · Plumbing
Job location: Primary location - 88 Duplicate Lane
Created job request: Original duplicate matching baseline job 123924
Plumbing follow-up - Jade Duplicate Original 123924Open
Jade Duplicate Original 123924 · Plumbing follow-up
Job location: Service address - 88 Duplicate Lane
Promoted intake: Second request with same email should attach to existing customer.
Plumbing repeat call - Jade Duplicate Phone Only 123924Open
Jade Duplicate Phone Only 123924 · Plumbing repeat call
Job location: Service address - 88 Duplicate Lane
Promoted intake: Third request with same phone but different email tests phone duplicate detection.
clean houseEstimate Visit Scheduled
briar zhang · cleaning
Job location: Separate job location - 2085 oak bliss
Completed estimate visit originally scheduled for 2026-06-20T09:00:00.000Z.
lawn watering - briar zhangEstimate Visit Scheduled
briar zhang · lawn watering
Job location: Separate job location - 2085 Oak Bliss Crescent
Completed estimate visit originally scheduled for 2026-06-17T09:00:00.000Z.
⏰ Follow-up dueReplace basement sump pump - local partial payment case 121254. Create USD 900 invoice, record USD 400 first, verify USD 500 outstanding. - Jade Local Partial Payment Case 121254Service Complete
Jade Local Partial Payment Case 121254 · Replace basement sump pump - local partial payment case 121254. Create USD 900 invoice, record USD 400 first, verify USD 500 outstanding.
Job location: Separate job location - 66 Partial Payment Road, basement utility room
Recorded internal payment of USD 500.00 for invoice ef795028-6d36-4ef7-80ab-263bfd67a593.
Office WinterizationClosed
Riverside Rentals · Winterization
Job location: Main Office - 18 Riverside Office Park
Winterization Follow-upClosed
Cedar Park Condos · Winterization
Job location: Condo Office - 9 Cedar Park Way
Irrigation Repair – Zone 3
Green Valley HOA
Needs InfoOpen →
Intake
Visit
Estimate
Service
Invoice
Payment
Intake
Key Info
ServiceIrrigation Repair
AssigneeYou
Phone555-200-1111
Job locationMain Property - 400 Green Valley Drive, Unit Complex A
Missing info
Service Address
Open Follow-ups
Ask for gate codeDue Jun 15, 2:15 AM
Timeline
No response yet. Follow-up scheduled for today.
Jun 13 08:00 AM
Left voicemail asking for gate code and on-site contact.
Jun 12 11:30 AM
Customer called in – Zone 3 sprinklers not working after winter.
Jun 12 09:00 AM