From Monday's queue to the client meeting.
- Week 1Monday morning
The work queue shows this week's next actions across all clients, sorted by date.
- Week 1Requests go out
Contractors get requests with upload links for the renewals due in the next 60 days.
- Week 2Inspections booked
Booked inspections move to their own stage, so nobody mistakes them for done.
- Week 3Certificates arrive
Uploads land in review. A wrong building is sent back; the right documents are approved.
- Week 4Client meeting
You filter by client and export their register, dated, with every recorded action.
