Scheduled this week12↑ 3 vs. last week
Operations
Overview
Today's overview
Good morning, Arturo.
Here is what needs your attention across Ever Blue today.
Open proposals8$124,850 in pipeline
Pending approval5Oldest: 4 days
Completion rate94%↑ 2.4% this month
Next up
Today's schedule
Action center
Needs attention
Commercial activity
Recent proposals
| Proposal | Client | Project | Amount | Sent | Status |
|---|
Operations calendar
Scheduled work
Review workload and open each job's complete record.
SunMonTueWedThuFriSat
Field operations
All jobs
A complete view of every requested, confirmed and completed job.
Sales workspace
Build a proposal
Create a polished quote. Its contract will be generated only after approval.
Document center
Proposals
Prepare, approve, reject, download and send commercial documents.
| Folio | Client & project | Created | Validity (7 business days) | Amount | Status | Actions |
|---|
Document center
Contracts
Contracts generated exclusively from approved proposals.
| Folio | Client & project | Created | Amount | Status | Actions |
|---|
Client portal access
Company clients
Register company contacts and control access to their private schedule.
Administration
Settings
Manage users, portal access and notification preferences.
Communications
Notifications
Turn operational notifications on or off for this dashboard.
Internal access
Create team user
Create controlled access for an internal team member.
Team directory
Existing users
Client portal accessClient portal user records0
Operating manual
Glossary & criteria
A shared language for scheduling, proposals and operations.
Glossary
- Requested date
- Date preferred by the customer, still subject to capacity validation.
- Confirmed date
- Date accepted by Ever Blue and visible to both parties.
- Job record
- Operational file containing scope, address, drawings, contacts and status.
- Proposal status
- Draft, sent, approved, rejected or expired.
- Proposal validity
- Automatic period of 7 business days counted from the proposal creation date.
- Approval cancellation
- Returns an approved proposal to its previous status and removes its linked contract from Operations and the client portal.
Initial criteria
- A customer only sees jobs linked to their company account.
- A requested date is not confirmed until capacity is validated.
- Every contract is generated only when its linked proposal is approved; cancelling approval removes the linked contract and restores the proposal’s previous status.
- Deleting a document requires administrator permission and confirmation.
- Email and Telegram sends must create an audit record.
- Drawings and contracts remain private and require authentication.
- A proposal includes every scope line and its sum, the automatic 7-business-day validity from its creation date, freely entered deposit, payment terms and client notes.
- Proposal and contract filters use status and creation date ranges; previews must reflect every saved field and calculated amount.