Jobs scheduled this week0Current week
Operations
Overview
Today's overview
Good morning.
Here is what needs your attention across Ever Blue today.
Overview period
Filter by dateEstimates in period0$0.00 USD
Approved0$0.00 USD
Pending approval0$0.00 USD
Conversion rate0%0 of 0 approved
Current week
Weekly schedule
Action center
Needs attention
Commercial activity
Recent estimates
| Estimate | Client | Project | Amount | Sent | Status |
|---|
Operations calendar
Scheduled work
Review workload and open each job's complete record.
SunMonTueWedThuFriSat
Field operations
All jobs
Requested work awaiting scheduling and jobs already on the operations schedule.
Sales workspace
Build an estimate
Create a polished quote. Its contract will be generated only after approval.
Document center
Estimates
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 estimates.
| Folio | Client & project | Created | Amount | Status | Actions |
|---|
Client portal access
Company clients
Register company contacts, classify opportunities and control portal access.
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
Definitions used across scheduling, estimates, approvals and billing.
- 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.
- Estimate request
- Information submitted by a client so Operations can prepare an estimate.
- Direct work scheduling request
- Client request to confirm work directly through Operations without preparing an estimate or generating a contract.
- Scheduling requested
- Pending direct-work stage before Operations confirms date and time.
- Estimate status
- Draft, sent, approved, rejected or expired.
- Estimate validity
- Automatic period of 7 business days counted from the estimate creation date.
- Approval cancellation
- Returns an approved estimate to its previous status and removes its linked contract from Operations and the client portal.
- Invoice request
- Client request linked to an estimate so Operations can upload and deliver the corresponding invoice.
Operating manual
Criteria
Operational rules for consistent execution and client service.
- A customer only sees jobs and documents linked to their company account.
- A requested date is not confirmed until capacity is validated.
- Every contract is generated only when its linked estimate is approved; cancelling approval removes the linked contract and restores the estimate’s previous status.
- Deleting a document requires administrator permission and confirmation.
- Status changes, approvals and downloads must create an audit record.
- Drawings, estimates, contracts and invoices remain private and require authentication.
- An estimate includes every scope line and total, the automatic 7-business-day validity from its creation date, deposit, payment terms and client notes.
- Estimate and contract filters use status and creation date ranges; previews must reflect every saved field and calculated amount.
- A client estimate request must notify Operations and retain its project details and supporting files.
- An estimate may be approved by the client or recorded as approved by authorized Operations staff.
- An invoice is uploaded only after a client request and remains linked to its client, project and estimate folio.
- A direct scheduling request uses the same project form, creates no estimate or contract and must be confirmed by Operations before entering Calendar.
- Only the owning company may receive the request, files, job and notifications.