What Each Person on Your Team Actually Sees

Every screenshot below is the same company and the same jobs. The only difference is who is signed in.

The sales rep

Their own book: the jobs they sold, their quota and how they are pacing against it, the bids they have out, and the finished work waiting on their sign-off.

A rep edits their own jobs and can claim an unassigned one. They cannot reassign somebody else’s, which is the argument nobody wants to have at a Monday meeting.

Operations

The work, and deliberately not the margins. Today’s jobs, the addresses, the crews, and the buttons that matter on a site: mark it complete, put photos on it, report a problem.

The navigation is shorter because most of this product is not their job. A superintendent handed a screen with sixty menu items uses none of them; a superintendent handed six uses six.

The billing seat

Holds to release, jobs queued for billing, the invoiced book by month and by trade, and the collections worklist.

This seat can bill and can chase. It cannot make somebody an administrator and cannot change what a rep is paid. Splitting those apart is ordinary bookkeeping practice, and it is the reason an owner can hand this screen over and stop being the bottleneck on every invoice.

The queue that stops work stalling

Finished work waiting on a rep’s sign-off is the cheapest money most contractors are leaving on the table. The work is done. The material is bought. The crew has been paid. And the invoice cannot go out because one person has not clicked one button.

This screen ranks that work by how long it has been sitting and what it is worth, grouped by the rep who owns it. From here the office can send that rep a note about their own pile, which is a written record, and a good deal more effective than a text message that says "hey when you get a chance".

Every screen on this page is the software running, captured from a demo workspace. The builders, addresses and contacts in it are invented; the plan is one we drew. More at Opulence Built.