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Getting Started

Run the day from Needs Your Attention

The Command Center groups the few office items that need action now, shows tracked dollar exposure only where the live signal supplied an amount, opens the exact workspace to resolve each one, and warns when any source could not be confirmed.

Where: Today -> Needs Your Attention

  1. Open Today and start with the first Needs Your Attention row; the highest-impact pool-office item is first.
  2. Use the row's action to open the real estimate, route, renewal, review, stock, payroll, or report workspace.
  3. Use Up and Down Arrow to move between action rows, then press Enter to open the row's primary workspace.
  4. Resolve the item there, then return to Today; the feed refreshes from confirmed office data.
  5. If the panel names a source that failed to load, use Retry. Do not treat a partial feed as an all-clear.
Good to know
  • The tracked-exposure strip adds only explicit dollar fields returned by the server. A signal without a confirmed amount is still shown in the queue but is not added to the total.
  • On Money, Unpaid Invoices and both Chemical Cost panels can collapse to loaded summaries. On Customers, Customer Messages can collapse to its conversation count and newest sender. Each choice stays on this browser for the current company.
  • The daily list is intentionally short. Open the underlying tabs only when you need the deeper detail.
  • Ask AI appears only where WaterMark can prepare a real reviewable action.