Supported workflows exist. Beta workflows need pilot validation. Proposed workflows are planned and cannot be used yet.
- Jobs, recurring contracts, saved sites and staff assignment — supported
Create jobs and recurring contracts using saved customer sites, dates and staff assignments. Pilot the roles and scheduling you need.
- Document storage and manual expiry review — supported
Review saved worker, job and contract documents and any recorded expiry dates manually. Automatic missing-document checks, expiry alerts and compliance enforcement are unavailable.
- Recorded work progress and photo review — beta
Review recorded starts, ends and active photos separately. Completion can have no photo proof; a missing start is unknown attendance. Pilot overnight and historical work reviews.
- Order quotation PDFs and reviewed job conversion — supported
Generate an order quotation PDF, then review site, dates, staffing and payment settings before converting the order to work. Separate saved-work quote approval is beta; order quote-view tracking and automatic lead-to-invoice conversion remain unavailable.
- Configured operational email and WhatsApp notifications — beta
Supported events can request email or WhatsApp messages through configured channels. Verify consent, recipients and actual delivery; the saved work record remains authoritative.
- Unpublished Help Center video tutorials — unavailable
Use the written guides. Video tutorials are unavailable until a verified tutorial link is published.
- General contract-expiry email and WhatsApp alerts — unavailable
Review saved contract end dates and renewals. Configured service rules can create office renewal exceptions in beta; automatic expiry email and WhatsApp delivery remain unavailable.
- Service-list job totals and completion percentages — unavailable
Job totals and completion percentages are unavailable in the service list. Saved ratings are shown separately.
- iOS worker app download — unavailable
The iOS app download is unavailable. Use the current Android worker app link.
- Receipt cash and balances by currency — beta
Review posted receipt cash and current balances separately for each currency. Pilot the views and exports with your records; accounting profit is unavailable.
- Payroll calculations and history with existing rates — beta
Payroll calculations and history are beta with current scheduled-hours, rates, overtime and withholding policy preserved. Recorded attendance does not automatically change payable hours; tax-policy changes remain deferred.
- Durable worker status retries — beta
Pending worker updates retry in supported foreground, resume and reconnect flows. Verify retries on your device; OS background delivery and a fully offline workflow are not promised.
- Supported AI proposals with approval — beta
Review and approve only the supported AI proposals. Confirm provider configuration and the saved result in a pilot; unsupported actions cannot be executed.
- Automated admin order routing — unavailable
Automated admin order routing is unavailable. Continue using the existing manual assignment and work-review flows.
- Automated policy and compliance enforcement — unavailable
Automated policy and compliance enforcement is unavailable. Review required documents and recorded expiry dates manually.
- Admin vendor scorecards — unavailable
Admin vendor scorecards and automatic vendor rankings are unavailable. Review saved work and payment records manually.
- Scheduled marketing campaigns — unavailable
Scheduled marketing campaigns are unavailable. Existing draft and send-now actions remain; verify recipients, consent and delivery before outreach.
- Admin worker/order export and vendor bulk import — unavailable
Admin worker/order export and vendor customer/custom-item bulk import are unavailable. Enter records manually; supported report, quotation and payroll downloads remain.
- Complete expense accounting, profit and tax/payroll filing — unavailable
Complete expense accounting, accounting profit and tax/payroll filing are unavailable. Recorded payouts do not represent every operating expense.
- Versioned checklists, inspections and service acceptance — beta
Versioned site checklists, supervisor inspections and customer proof are beta. Complete work using the published checklist; the office reviews corrections and chooses photos before publishing proof for the linked customer.
- Facilities assets, security incidents and QR guard tours — beta
Site assets, security incidents and QR guard tours are beta for selected teams. Incidents retain review and handover history; the office controls customer sharing. Validate camera scans and alert delivery in a site pilot.
- Configured service-window and renewal exceptions — beta
Configured service exceptions are beta. The office saves a timezone, service rules and escalation instructions, then reviews and acknowledges recorded exceptions.
- Saved-work quote and reschedule approvals — beta
Saved-work quote approval, customer reschedule requests and worker shift responses are beta. Requests remain pending until the office approves them; changed assignments use the existing availability and payment review flows.
- Contextual messages and acknowledged instructions — beta
Work messages and authored instruction translations are beta. Original text remains visible, and critical instructions have an office-set acknowledgement deadline and an overdue review alert.
- Supply requests and site cost allocation — beta
Supply requests and site cost review are beta. The office approves work allocations of saved net payroll and reviews ledger and direct-cost references by currency. Unallocated amounts remain visible; full profit remains unknown when costs are missing.
- Approved saved-payroll CSV export — beta
Saved-payroll CSV export is beta. The office approves the stored run before export; current payroll hours, rates and policy remain in use.