Workflow Command Center
Quote to cash control for approvals, work, parts, labor, invoices, payments, and reporting.
Items moving through quote to cash.
Quoted, pending, invoiced, or overdue value.
Highest priority work surfaced from every module.
Items with dates earlier than today.
Quote
1 ¤69.00Finish drafts, send quotes, and get the customer to a decision.
Approval
1 ¤0.00Approve or reject anything blocking the customer decision.
Work Order / Build
2 ¤0.00Convert accepted quotes, schedule work, and keep builds moving.
Parts
1 ¤0.00Clear requested, ordered, and waiting parts queues.
Labor
0 ¤0.00Review open clocks, approve labor, and correct rates before invoicing.
Invoice
1 ¤75.04Send drafts, follow up on unpaid balances, and close paid invoices.
Payment
1 ¤0.00Collect overdue invoices and refresh expired payment links.
Reports
0 ¤0.00Review risk, cash, labor efficiency, and profitability dashboards.
| Priority | Stage | Record | Customer / Owner | Action | Due | Amount | |
|---|---|---|---|---|---|---|---|
| High | Approval | PR-1001 | Review Parts Request requested by Shop Technician. | 07/11/2026 | - | ||
| High | Parts | PR-1001 | WO-1001 | Issue or order Hydraulic filter element. | - | - | |
| Normal | Quote | Q-1001 | Cascade Municipal Services | Finish quote and send it to the customer. | 08/10/2026 | ¤69.00 |
Operating Rhythm
- Sales builds the quote from approved conditions and sends it to the customer.
- Managers clear margin, discount, and customer approval blockers.
- Accepted work becomes a repair order or build order with scheduled tasks.
- Technicians request parts, parts personnel issue inventory, and labor is reviewed.
- Completed work turns into invoices, payment requests, and reporting.
| Stage | Record | Customer / Owner | Description | Status | Due | Amount | |
|---|---|---|---|---|---|---|---|
| Approval | PR-1001 | Shop Technician | Parts Request | Pending | 07/11/2026 | - | |
| Work Order | WO-1001 | Cascade Municipal Services | Hydraulic leak repair | Open | 07/16/2026 | - | |
| Payment | PAY-26001 | Cascade Municipal Services | AR-1001 | Pending | 07/25/2026 | ¤69.00 | |
| Invoice | AR-1001 | Cascade Municipal Services | Quote | Draft | 08/10/2026 | ¤75.04 | |
| Quote | Q-1001 | Cascade Municipal Services | Hydraulic service estimate | Draft | 08/10/2026 | ¤69.00 | |
| Build | WC-26001 | Cascade Municipal Services | Hydraulic service build | Not Started | 08/25/2026 | - | |
| Parts | PR-1001 | WO-1001 | Hydraulic filter element | Requested | - | - |