My Day
Parts to order, closeouts to review, quotes sitting without a reply, permits past due, A/R that needs a call — all of it lives in different corners of the system. My Day pulls it into one worklist, scoped to what each person is actually responsible for.
A typical office day touches a lot of different systems: the permit board, the quote list, QuickBooks, the parts queue, the call desk. Checking all of them every morning doesn't scale, and the things that fall through are usually the quiet ones — a quote nobody followed up on, a closeout that's been sitting for a week.
My Day is a single worklist pulling live from dozens of sources across the platform — parts needed, closeouts to review, Service Loop decisions, stalled leads, quotes awaiting a response, permits past due, failed inspections, checks to clear, QuickBooks sync issues, RMAs pending, and more. Every card is scoped by role, so a tech doesn't see collections and a collections-restricted A/R card never shows up for someone without that access.
A card can be claimed — so everyone who can see it knows somebody's already on it, with their name and how long ago they claimed it. Anyone can release their own claim, and a manager or admin can release someone else's if needed. Taking over a card someone else already claimed asks for confirmation first.
An integrated inbox view sits alongside the worklist, showing service, quote, and roofer emails from the company mailboxes you watch — filtered of junk and newsletters before they ever show up. Opening one launches your real desktop Outlook when it's set up to, or Outlook on the web otherwise.
How it works
Parts, closeouts, quotes, permits, A/R, inspections, QuickBooks sync — pulled live, not copied in on a schedule.
Nobody sees a card outside their own access — a card restricted to collections or management stays that way.
Put your name on a card so the rest of the office knows it's being worked, with a visible 'how long ago' badge.
Service, quote, and roofer email in one view — junk and newsletters stripped before you ever see them.
No — each card is scoped to who's actually supposed to act on it. A/R past due, for example, only shows to admins, managers, and whoever's on that company's collections list.
It's a visible marker — your name and how long ago you claimed it, shown to everyone who can see that card. It doesn't move any work by itself; it just stops two people from duplicating the same call or the same follow-up.
Yes — a Team view shows an aggregate across direct reports, and a manager can open an individual person's day read-only.
No — it's a filtered view of the mailboxes you choose to watch. Opening a message launches your real desktop Outlook when it's set up for that, or Outlook on the web otherwise.
One platform from the first lead to the last warranty claim. Every capability below is part of it.
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