Client ReviewCritical
Bid/RFP Opportunity Monitor
Confirm the bid-fit rules and who should receive escalations.
Tree Workspreview
Phase 1
Client work tracker
Current work, status, proof, and the exact next actions needed from Hannes.
Portal status
Preview data is showing because Supabase environment variables are not available locally.
Active workstreams
3
Everything currently visible to Hannes.
Live or monitoring
0
Work already running or being watched.
Need Hannes
3
2 high-priority items in the set.
For Hannes
Actions needed
TestingHigh
Missed-call Recovery Queue
Confirm who owns after-hours callback decisions.
ScopedMedium
GPS vs CRM Job Costing Check
Send a sample GPS export.
What Adam is working on
Status board
Client ReviewCriticalUpdated May 31, 2026
Bid/RFP Opportunity Monitor
I am scanning inbound bid notices, filtering for relevant tree work, and turning the good ones into a review queue.
- Current state
- Bid emails and portal notices are easy to miss.
- Target result
- Hannes sees the few opportunities worth actioning, with due dates and fit notes attached.
- Tools
- GmailVendor RegistryGoogle Sheets
TestingHighUpdated May 31, 2026
Missed-call Recovery Queue
I am replaying RingCentral exports and creating a simple queue of calls that need same-day follow-up.
- Current state
- Missed and unreturned calls are reviewed manually.
- Target result
- The team can see unreturned leads before the day closes.
- Tools
- RingCentralGoogle Sheets
ScopedMediumUpdated May 30, 2026
GPS vs CRM Job Costing Check
I am mapping Momentum GPS records against job IDs so we can flag job-cost exceptions before payroll closes.
- Current state
- CRM job time can drift from actual truck time.
- Target result
- Payroll and job-cost reporting reconcile with fewer manual checks.
- Tools
- Momentum GPSArbostarGoogle Sheets