What Derek actually sees on the phone.
Three surfaces, on the device where each one lives. Each badged with its Menu category and tier — because the install is catalog items, instantiated for Gambro. Concept fidelity; not live software. Meant to be held, scrolled, reacted to. If something is off, we move it before we build it.
Leadership Dashboard · on the phone.
The browser platform view, thumb-friendly. Today's schedule, active jobs, queues needing attention. Morning read at a red light, from the couch, on the drive. Same data as browser — focused for the phone.
Your morning read.
Your morning coffee read. The dashboard's already sorted overnight — walks captured, queues built, variance flagged, schedule shaped. Nothing to chase.
On phone: stats at the top for an instant read. Queues that need a call from you surface above the day's schedule. Each card is a tap to the detail record.
Site Walk Translator · voice, tap, photos.
Full-screen capture surface. Tap to record. AI structures the submission on send. Photos attach. Map pin confirms property. 60–90 seconds per walk, zero typing. The spine of the install.
Sheridan Road · new customer
Talk through the scope as you walk. Photos attach. AI structures the submission into the same clean shape every time — so the customer record, the material queue, the crew brief, the variance queue, and your data layer all receive the right pieces of the right walk.
The destination chips on screen aren't aspirational — they light up on save because the routing logic is exact. You see what your one entry will do. That's the spine.
Job History Agent · ask in plain language.
Chat surface over the customer + job history layer. Ask for scope, plant lists, prior variance notes, customer quirks. The agent answers in your voice, with citations. Your client rep walks in prepared.
Lake Forest · Maintenance
Three jobs last season for Kessler — all maintenance visits with a planting refresh in April 2024.
April refresh replaced 8 boxwoods along the driveway and added 12 black-eyed susans to the rear bed. Mulch refresh ran 7 yds.
No variance items recorded. Customer paid invoice net 12 days each visit. Repeat likelihood — high.
One open item: estimate from March for a retaining-wall repair on the east slope — status Draft, not sent. $2,800.
If the conversation today turns to the slope, you have it ready.
Customer history, scope memory, Derek's notes — all in one ask. The agent answers with citations, not hallucinations. Every claim traceable to a record.
Hands-free in the car via voice. Reads plain text for Derek to see a customer fast before a call. The surface is chat; the substance is your data layer.