Mockup · Sample data only · Not the live app
FieldlineReal AC · test

Good morning, Kelvin

Friday, Oct 16 · sample data
EstimateInvoicePromiseFlagPrice / assessment
Overdue
3
Oldest: 3 days
Due today
4
2 promises · 2 reviews
Stuck
6
Waiting on someone
New auto-tasks
4
From last night's jobs

Needs attention

7Most urgent first
Call Brian Costello back about leak repair
Overdue 2dPromiseLuis said "I'll call you Wednesday"
L
Invoice not sent · Sample Customer A
Overdue 3dInvoice$480 · filled, awaiting review
M
Estimate waiting on notes · Johnia Burris
Overdue 2dEstimateThin notes, no photos
L
Call Rinald Turhami re: heater upgrade
Due todayPromiseDue 2 PM
K
Review invoice · Joe Longo
Due todayInvoice$2,600 · finished 10/15
M
Leak repair estimate · Brian Costello
New · AutoEstimate"Customer needs leak repair estimate…"
K
Confirm TXV leak repair pricing · Joe Longo
New · AutoPrice"TXV leaking, quote repair"
L

By section

Invoice review2
M
Joe Longo
Job #2360573-4 · 1 day
M
Ristorante Enrico
Approved by Kelvin 10/16 · back to Martha
Promises today3
L
Call Brian Costello
Overdue due 10/14
K
Call Rinald Turhami
Today 2 PM
M
Text Johnia Burris new time
Today 4 PM
New customer flags2
Rinald Turhami
5k heater installed, needs 10k
Sample Customer
Gate code 4417#
Needs a look1
?
Johnia Burris
Long note, no clear ask. Possible sale?

Customers

Profiles, flags and full job history
Search name, phone, address, or note…
AllEquipmentGate codePetsDifficult
RT
Rinald Turhami
Heater undersizedDogLast job 10/14
 BC
Brian Costello
Refrigerant leakOpen estimate · last job 10/15
 JB
Johnia Burris
Last job 10/15
 RE
Ristorante Enrico
Back door codeCommercial · last job 10/15
 JL
Joe Longo
TXV leakCall before arriving
Sample list. The real version imports full HCP job history.
Customers
RT

Rinald Turhami

Residential · customer since 2024 (sample)Promise: Kelvin calls back Thu 10/16

Pinned flags

5k heater installed, needs 10k
Equipment issue · from Job #2359943-12. If "not heating enough", this is why.
Dog in backyard
Pets · sample
Gate code: 0000# (sample)
Gate code

Contact & equipment

From HCP
Phone(555) 010-0000Address123 Sample St, AnytownEmailsample@example.comEquipmentHeat pump air handler · 5kW heat strip (undersized)

Timeline

10/14 · Tech note · Job #2359943-12

"Need to replace the 5k heater installed with a 10k heater."

Auto-flagged
10/14 · Job completed

Heating service call · sample

03/2026 · Estimate

Maintenance plan · Opened 1x (sample)

08/2025 · Job completed

AC tune-up · sample

Promise example: "I'll call them back Thursday" sets a reminder for Thu 9 AM.

Stuck work

Everything waiting on someone, oldest first · sample data
1 day2+ days

Invoice filled, not sent

2
M
Sample Customer A
3 daysMartha · $480
M
Joe Longo
1 dayMartha · $2,600

Estimate waiting on notes

1
L
Johnia Burris
2 daysLuis · thin notes, no photos

Finished, no invoice

2
M
Sample Customer B
2 daysJob #2360801
M
Sample Customer C
TodayJob #2360822

Waiting on Kelvin

1
K
Ristorante Enrico
1 dayMartha asked: "parts price?"

Estimate follow-ups

Last 14 days · unopened estimates checked 8 AM, 12 PM, 4 PM
Opened recentlyOpenedNot opened
Open estimates
4
$11,450 total
Opened
3
Call these first
Not opened
1
Resend or call
Older than 7 days
0
Drops off at 14
Joe Longo · TXV leak repair
$2,600 · sent 10/15 · Luis
Opened 1h agoL
Brian Costello · Leak repair
$1,850 · sent 10/13 · last seen 10/15
Opened 3xK
Sample Customer D · System replacement
$2,800 · sent 10/12 · first seen 10/12
Opened 1xK
Ristorante Enrico · Repair
$4,200 · sent 10/15
Not openedK
Once opened, an estimate stops being checked. Sample data.

Routing & settings

Who gets which task, and what runs where

Task routing

Estimates / quotes
"needs estimate", "quote", "presupuesto"
Price confirmation
"confirm price", "send pricing"
Onsite assessment
"needs assessment", "go look"
Invoicing
Scheduling / call-backs
Customer flags
Save to profile, no task

Automation

Auto-create clear tasks
Unclear notes go to "Needs a look"
Default due date

Runs independently on your Cloudflare account

No Grok Bot needed. App, database, 15-minute HCP check, auto-tasks, alerts and customer catalog run on your Cloudflare account (free plan). Code lives in your private GitHub repo with a setup guide.
App, database, HCP check
Free plan
Active
Estimate view counts
Needs $5/mo Workers plan (browser service)
Needs Workers Paid
Live chat
Needs $5/mo Workers plan
Needs Workers Paid

Tasks

Unchanged from the live app.

Messages

Unchanged from the live app.

Alerts

Preview

Sample
Job #2360652-1 finished with no photos / thin notes
Johnia Burris · tech and office notified (sample) · 10/15 3:42 PM
L
Promise overdue: call Brian Costello
OverdueDue 10/14 · Luis