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Entirely v2

Owner — Command Center

Dustin’s daily workflow in Entirely v2


01   Your Shell

Three-panel layout. A dark sidebar (200px) on the left holds navigation. The main panel (cream background) fills the center. A context panel (320px, warm tint) opens on the right for detail views, Friday AI, and quick actions.

Sidebar GroupPages
Daily WorkCommand Center, Calendar, Action Center, Intake, Owner Review, Desk Review, Projects
MonitoringHolding Pool, Friday, Analytics, Project Graph, Audit Log
TriageTriage Intake, Tracker, Archive
ReconciliationPayments, Smart Recon, Delivery Ledger

Login at entirely.it.com. Same credentials as Mostly.

02   Command Center

Your default view on login. The pipeline summary strip runs across the top — five stage dots showing aggregate counts across all active projects:

Intake Scheduled Field Complete Processing Closed

Click any stage to filter. Below the strip, a unified action queue merges six data sources into a single prioritized list. Click any project row to expand it inline — the expanded area shows a 4-column Project Info grid (address, branch, customer number, pipeline status, SOW summary, cert/invoice state). The Edit button lives here in the expanded row rather than the sidebar. This serves double duty: the same data populates the right sidebar context panel when you click a project elsewhere.

SourceColorWhat It Shows
Review QueueRedCert/invoice packages flagged by guardrails or queued by admin for your review
Cert PendingGoldInvoice paid but cert never sent — money’s in, deliverable hasn’t gone out
RFI AgingRedOpen RFIs older than 3 business days — blocking project progress
Aging InvoiceAmberInvoices unpaid for 30+ days — receivables needing follow-up
Recon MatchPurpleEFT payments with possible matches needing human confirmation (medium-confidence or ≥$5K)
Shepherd AlertTealPipeline Shepherd flagged stuck projects (intake >3d, scheduled no visit >2d, etc.)

When the queue is empty:

“All clear. Pipeline is healthy.”

The pipeline is the navigation. Every number links to action. No dead data.
03   Pipeline Indicator

Every project carries a compact dot-and-line indicator with five colored dots. Filled dot = complete stage. Ring (outline only) = current stage. Gray dot = future stage. Amber dot = on hold.

The Processing stage contains four buckets that show under the dot: Drafting (cert not approved, invoice not sent), Need Invoice (cert approved, invoice not sent), Need Cert (invoice sent but cert not approved — flagged as priority), and Awaiting Payment (cert approved, invoice sent). These update in real time as cert and invoice statuses change independently.

Dot ColorMeaning
Warm tanIntake
Slate blueScheduled
PurpleField Complete
GoldProcessing
Dark inkClosed
AmberOn hold
04   Owner Review Queue

Items arrive here when guardrails trigger or when the admin chooses to queue something for your review. Guardrails fire automatically for:

Two actions per item: Send directly (you are exempt from all guardrails) or Return for revision with a note explaining what needs correction.

You are exempt from the $5K guardrail. Admin must queue items above this threshold.
05   RFI Workflow

RFIs are the system’s mechanism for blocking project advancement until specific conditions are met. Each RFI maps to one of seven predetermined trigger types. They fire automatically via the 2:00 AM scan and Pipeline Shepherd (2:15 AM), and can also be created manually from the same trigger menu.

TriggerWhen It FiresResolve Action
Missing Drive LogsField Complete + UND products + no drive log files on diskUpload drive log → auto-parsed (pier count, depths, PSI/torque) → data lands on cert
Missing PhotosField Complete + no production photos on diskUpload photos → auto-converted to JPEG → thumbnails in project detail
Missing Plans & PermitsField Complete + no plans or permits on diskUpload document → Claude Vision extracts permit #, jurisdiction, code cycle, property owner, SOW items → writes to project fields + cert + invoice
Incomplete InspectionField Complete + some SOW inspected, some not (e.g., 33% of 3 products)Schedule follow-up → date picker with tech selector → 24-hour rush warning ($400 ADM-RUSH fee)
Triage — Missing DocsProject enters triage without required documentsUpload documents → Vision parsing
Cert DiscrepancyCert review finds an issue needing clarificationText response → resolve with note
Hold RevalidationProject on hold ≥ 30 daysText response → confirm hold or resume
One RFI per trigger per project. If a project is missing drive logs AND has an incomplete inspection AND is missing plans, that’s three separate RFIs. Each resolves independently. Deduplication prevents the same trigger from firing twice.

Counter & auto-advance: RFI badges in the project detail show open counts per direction (UP → Contractor, Contractor → UP). As each RFI is resolved, the counter decrements. When the counter reaches zero, the system automatically runs the 10-point validation checklist. If it passes, the project advances to Ready for Cert without manual intervention.

Resolve button behavior: Clicking Resolve on an RFI opens a context-specific form based on the trigger type — file upload for documents, scheduling form for inspections, text field for clarifications. After submission, the Resolve button grays out and becomes inaccessible for that RFI.

24-hour rush rule: If a follow-up inspection is scheduled within 24 hours, the scheduling form shows a gold warning banner and the button changes to “Schedule Rush & Resolve.” A $400 ADM-RUSH fee is automatically applied to the project’s scope of work.

06   Friday AI

Friday lives in two places: the context panel on the right (for page-aware queries), and Eye Friday — a floating eyeball overlay accessible from any page.

Eye Friday — the 68px eyeball in the bottom-right corner. Its iris tracks your cursor. Click to open a resizable chat panel. Features:

Slash commands (zero API cost):

CommandAction
/helpList available commands
/revenueRevenue snapshot by branch
/pipelinePipeline summary with counts
/commandsFull command reference

Rate limit: 20 requests per hour. Slash commands and note shortcuts do not count against the limit.

07   Close Guardrail

A project cannot move to Closed unless both conditions are met: cert_status = Approved and invoice_status = Paid. This is a hard block enforced by the write guard — any attempt to close without both conditions is rejected with a specific error message. The audit trail logs every blocked attempt.

If payment arrives before the cert is approved, the project stays in Processing (Awaiting Payment bucket) until the cert is sent and approved.

08   Projects

Filterable, sortable table of all projects. Each row shows a pipeline indicator with sub-track dots for cert and invoice progress. Flag badges appear for on hold, cancelled, and needs return visit.

Click any row to open the project detail in the context panel. The detail view includes the full pipeline indicator, site visits, files, cert/invoice status, and activity timeline. PDF and file links open in popup windows rather than navigating away from the current page.

09   Analytics

Pipeline dot distribution shows project counts at each stage as a dot chart. Revenue sparklines track monthly billing. A monthly breakdown table shows invoiced and collected amounts by branch.

Historical data from Xero (2022–2024) and PMS blends into the pipeline and revenue views. Year-over-year growth chart appears when viewing the “All” time period.

10   Payments

Invoice ledger with status and date filters. Defaults to the unpaid view. Summary stats at the top show total outstanding, aging buckets, and recent collections. Branch breakdown shows per-branch totals.

Historical Xero invoices appear in a separate section below the active ledger.

11   Project Graph

D3 force-directed graph. Start by searching for a project, address, or customer number to seed the graph. Click any node to expand its connections:

Node TypeConnections
AddressProjects at that address
CustomerAll projects for that customer number
InvoiceLinked project, payment status
FilesDocuments attached to the project
JurisdictionOther projects in the same jurisdiction

Nodes are color-coded by type. Edge thickness indicates relationship strength.

12   Delivery Ledger

Tracks every cert and invoice delivery with open/bounce detection. Each row shows the recipient, delivery timestamp, open status, and any bounce indicators. Use this to verify that deliverables actually reached the client — especially useful for follow-up on aged invoices.

13   Keyboard Shortcuts

No dedicated keyboard shortcuts yet. The sidebar search accepts keyboard navigation — type to filter, arrow keys to move through results, Enter to open.