Attention first
Issues reported and overdue work sit at the top of the list. Account managers see counts over their buildings. When the queue is clear, the banner goes away.
What needs you right now.
The office's job is not to keep a spreadsheet in sync with the field. It is to turn requests into scheduled work, keep an eye on what slipped, and hand finance a record that can be billed.
Requests, three ways
Type a work order. Turn a walk-through into a quote. Open the property's email in Gmail and let the add-on propose the job. All three become the same record.
Coverage when people are out
Vacation and offboarding reassign open work in one pass. The people covering get a digest instead of a storm of assignment mail. Later human decisions are not overwritten.
The customer-facing bits
Send the quote. Send the service report. Neither requires the customer to create an account. Resend a report when a photo link ages out.
A Tuesday
What the office actually does
Clear the attention list
Issues reported and overdue work first. When both are empty, the banner goes away.
Turn requests into jobs
Type a work order, send a quote, or propose one from the open Gmail message. Same record either way.
Prove it, then hand it to finance
Send the service report. Closed billable work is what the billing report is for.
See it on your buildings
Early-access demos, with a person. We'll say plainly whether it fits how you work.