Revenue integrity / live operations

Stop field work from leaking revenue.

Review open work

QBO-linked profitability, compliance sync, field approvals, and quote follow-through in one calm command layer.

At-risk marginL1 · L2

$12,480

↑ $2,140 since Monday

Unbilled field workL1

18.4h

6 work orders need review

Quotes awaiting reviewL3 · L8

+$18,900 potential recovery

Reports synced todayL4

27/28

96% office receipt rate

Job profitability against QBO estimates

Read-only live margin tracking · estimates versus actuals

QBO linked

Northgate Medical · WO-4821-8.7 pts

Actual $8,460 / estimated $11,760 margin

Riverview Tower · WO-4818+3.2 pts

Actual $14,280 / estimated $16,020 margin

Elm Street Foods · WO-4805-12.4 pts

Labor variance: 4.5 unbilled hours

Fieldline assistant

Revenue and compliance co-pilot

Live

WO-4821 is 8.7 margin points below its QBO estimate. I found 2.5 unbilled labor hours and one unquoted valve replacement.09:42 · Revenue monitor

Create the quote and notify the tech.09:43

Draft quote ready. I also opened a one-tap field approval request for Mika.09:43 · Action staged

L3 + L5 / two taps

Log an equipment deficiency

Capture proof, classify the issue, and trigger a quote before the tech leaves site.

Take or attach photoValve corrosion · RTU-04

Confirm deficiencyAI drafts the scoped quote and client email

L9 / asset visibility

Scan to record

Bring historical maintenance, defects, and warranty context into the field.

RTU-04 · scan ready

Last service: 18 Apr 2026 · 3 past deficiencies

Asset history loaded · 3 deficiencies and 1 active warranty attached to this work order.

L6 / scope protection

Approve out-of-scope work

Get a timestamped approval and customer signature before work begins.

Ready: $1,460 condenser drain repair

Customer contact verified

Dispatch with scope context

Assignments linked to approved job scope

Today

MON 26

Mika · Northgate
NFPA 25 inspection

TUE 27

Lena · Riverview
Chiller PM scope

WED 28

Mika · Elm Street
EPA 608 repair

THU 29

Andre · Northgate
Approved add-on

FRI 30

Lena · Harbor Hotel
NFPA 25 annual

Client quote review

Read-only email-link experience

L3 + L8

Northgate valve replacementViewed 16 min ago · $2,840

Awaiting

Harbor Hotel pump sealNot opened · $1,460

Follow-up

Elm Street refrigerant lineApproved · $3,280

Signed

Compliance sync and predicted expirations

Completed NFPA 25 and EPA 608 reports transmit to the office immediately.

Background sync on

NFPA 25 due within 30d

EPA 608 due within 14d

Reports awaiting sync

Admin notification queue

Work order integrity queue

Sort the active queue without changing the current operational view.

Date

					Status
WO-4797 · Harbor Hotel	Lena Ortiz	$6,210	$5,880	+1.8 pts	Report synced
WO-4805 · Elm Street Foods	Andre Moss	$9,340	$7,880	−12.4 pts	Variance logged
WO-4818 · Riverview Tower	Lena Ortiz	$16,020	$14,280	+3.2 pts	On track
WO-4821 · Northgate Medical	Mika Chen	$11,760	$8,460	−8.7 pts	Needs approval

Operational settings

Only controls connected to this workflow

QBO estimate monitoringRefresh approved estimate changes every 15 minutes

Instant report syncSend NFPA 25 and EPA 608 completions to office

Expiry prediction alertsNotify admins at 30, 14, and 7 day thresholds