Scheduler — Day View — Unlikely Professionals

01 Your Shell

Group	Pages
Daily Work	Day View, Intake, Calendar, Projects
Communication	Schedule Changes

Day View is your default landing page. Everything you need for a typical day is visible immediately—no drilling into submenus.

02 Day View

A vertical timeline from 7:00 AM to 6:00 PM. Each scheduled inspection appears as a block on the timeline. Navigate dates with < Today > arrow controls at the top.

Inspection Block Anatomy

Element	Display	Purpose
Time	9:00 AM	Bold monospace, top-left of block
Tech name	Darius McKindra	Assigned field inspector
Address	1234 Main St, Baltimore	Site location
Division tags	UND ANC	Scope of work divisions
Customer number	C-892451	Client reference
Status badge	SCHEDULED	Current pipeline position
Left stripe	3px color bar	Branch identification

Expanded Detail

Click any inspection block to expand it. The expanded view shows: project ID, notes from intake, and historical context—whether this is a repeat address, how many past invoices are on file, and which archive files exist.

Historical context shows whether this is a repeat address, past invoice count, and archive files. Helps you plan conversation with the homeowner.

03 New Visit

The + New Visit button opens an inline form at the top of the Day View. Three fields:

Field	Input
Project ID	Search by address, permit number, or customer number
Time	Date and time picker (defaults to selected day)
Tech	Inspector assignment dropdown

Saving the visit creates a site visit record in the system. The new block appears on the timeline without a page refresh.

04 Intake Requests

Right panel on the Day View. Incoming project submissions arrive here from client intake portals. Each request shows an age badge indicating how long it has been waiting:

Age	Indicator	Meaning
< 3 days	Neutral (gray)	Within expected window
3–7 days	Amber	Needs attention soon
> 7 days	Red	Requires immediate action

Expand any request to see enrichment data: jurisdiction, assigned certifier, required forms, guardrail indicators, and estimated timeline. The system auto-enriches every submission on arrival using geocoding, jurisdiction lookup, and certifier routing.

The Schedule button opens a date and time picker. Approving a request creates the project and assigns the visit in a single action.

Customer number is required for JES branches. The system will not let you schedule without it.

05 Schedule Changes

Right panel, second tab. Schedule change requests show the original date alongside the requested date with a stated reason. Each request includes the project address and customer reference for quick identification.

Display	Example
Original	March 24, 9:00 AM
Requested	March 28, 10:30 AM
Reason	Homeowner unavailable, rescheduled with foreman

Two actions are available: Approve updates the visit record. Decline returns the request with an optional note. Both actions notify the requesting party.

06 RFIs Assigned to You

When the system detects a missing document or incomplete inspection on a project you’re responsible for, an RFI is created and assigned to you. You’ll see the count in the project detail RFI badges.

Each RFI has a Resolve button. Clicking it opens the appropriate interface for the RFI type:

Missing drive logs / photos / plans — Upload the required file. Non-JPEG images are auto-converted. Drive logs are auto-parsed for pier data. Permits are auto-parsed via Vision for project fields.
Incomplete inspection — Schedule the follow-up visit. If the date is within 24 hours, a gold warning appears and a $400 rush fee (ADM-RUSH) is applied automatically.
Clarification / hold revalidation — Type a response and resolve.

As you resolve RFIs, the counter decrements. When all RFIs are resolved, the project auto-advances to the next pipeline stage.

07 Calendar

Full month view, accessible from the sidebar. The right sidebar is hidden on the calendar page to maximize the calendar area. Each event cell shows pipeline status as a tinted background color and a 3px branch-colored stripe on the left edge. The inspection time appears in a red accent font for quick scanning. Projects with open RFIs display a small red dot on the event.

Visual	Meaning
Gray background	Scheduled
Teal background	Ready for cert
Gold background	Needs invoice
Green background	Complete

Click any event to open the inspection detail panel with full project information, pipeline indicator, and action buttons. PDF and file links open in popup windows rather than navigating away.

08 Projects

Reference project table for lookup and context. Each row shows a compact pipeline indicator (dots showing current stage), sub-track status for cert and invoice, and any active flags (RFI, on hold, permit status). Click any row to expand it inline with a 4-column Project Info grid. PDF and file links open in popup windows.

The projects table is searchable by address, permit number, and customer number. Use this page when you need to look up a project that is not on today's schedule.