FieldlineDaily digest · mockup
Mockup only, not built yet. This is Kelvin's digest for Friday 10/16 at 7:00 AM. Jobs finished on 10/15 and the open task titles are real from the live app (task ages are illustrative, since tasks only started this week). Items tagged SAMPLE are made up because that data doesn't exist yet (no view counts, no calls logged, no payments or promises yesterday). Martha would get her own version with only her items.

Good morning, Kelvin

Friday, October 16 · your digest for yesterday, Thursday 10/15
Sent 7:00 AM · push + email
Jobs finished
6
3 techs · $1,601 billed
New auto-tasks for you
1
from tech notes
Estimates opened
3
$9,885 SAMPLE
Payments received
$7,770
2 invoices SAMPLE
Waiting on you
2
oldest 2 days

Oldest items waiting on you

2Open Tasks
Mike Rosario - Schedule Deep Maintenance Visit
Task · came in Tue 10/13
3 days
Ristorante Enrico - Send Estimate for Repairs
Auto-task · Estimate · came in Wed 10/14
2 days

Promises due today

2SAMPLE
Call Phil Chavez back with plenum repair price
Promise · due today 10:00 AM
10:00 AM
Juan Orrala - Call Back On Estimate #2433
Queued by call log "Thinking It Over"
9:00 AM

Jobs finished yesterday

6
Brian Costello
#2360811 · Labor/Diagnostic/Service · Jose Carlos
$715.85
Lux Development Group
#2360791 · Drain line treatment system · Jose Carlos
$505.00
Lux Development Group
#2360792 · Drain line treatment system · Bryant
$380.00
Phil Chavez
#2360770 · Plenum repairs · Bryant
Not billed yet
Rinald Turhami
#2359943-12 · Jose Carlos
Not billed yet
LNR Investments LLC
#2360774-2 · Commercial service · Jose Carlos
Not billed yet

New auto-tasks for you

1
Ristorante Enrico - Send Estimate for Repairs
From Jose Carlos's tech note
Estimate

Estimates opened yesterday

3SAMPLE
Dustin Mangal
#2427 · opened 3x, last 8:41 PM
$13,477
Prasad Kasireddy
#2421 · Ductwork Replacement · opened 2x
$3,700
Todd Hover
#2425 · opened 1x
$3,485

Calls logged yesterday

3SAMPLE
Tom Spinelli · #2424
Martha · 2:15 PM · call back Mon
No Answer
Terry/Lourdes Beal · #2423
Kelvin · 11:02 AM · "talking to her husband"
Thinking It Over
Marie Joseph · #2419
Martha · 4:40 PM · closed in Fieldline
Went With Someone Else

Payments received

$7,770SAMPLE
Juan Samperio
Invoice #2360393 · paid in HCP
$7,290.00
Terry/Lourdes Beal
Invoice #2359738 · paid in HCP
$480.00
Empty sections are hidden. If nothing happened, the digest just says "Quiet day" and lists what's waiting. Turn it off or change the time in Me > Notifications.
Lock-screen preview at 7:00 AM. One notification per person, tapping it opens the Today screen.
7:00
Friday, October 16
FIELDLINEnow
Your morning digest

6 jobs finished yesterday, 3 not billed yet. 1 new auto-task for you. Oldest waiting: Mike Rosario, 3 days. 2 promises due today.

FIELDLINEyesterday
Reminder

Juan Orrala - Call Back On Estimate #2433

What the push says

  • Title is always "Your morning digest".
  • One line, most important first: what's late, then what's new, then money.
  • Under about 180 characters so it isn't cut off on iPhone or Android.
  • Martha's version, for example: "Joe Longo invoice review waiting 1 day. 1 new scheduling task: Brian Costello. $7,770 in payments yesterday."
  • No push if there's nothing to report and nothing waiting.
Email version, sent from the realac@ Google account once it's connected. Plain HTML tables so it looks right in Gmail and Outlook.
Your Fieldline digest · Fri 10/16
Fieldline <realac@realacrefrigeration.com> to Kelvin · 7:00 AM
FieldlineReal AC workspace
Good morning, Kelvin
Here's yesterday, Thursday 10/15, and what's waiting on you today.
Jobs finished
6
New for you
1
Payments SAMPLE
$7,770
Waiting on you
2
Oldest waiting on you
Mike Rosario - Schedule Deep Maintenance Visit3 days
Ristorante Enrico - Send Estimate for Repairs2 days
Promises due today SAMPLE
Juan Orrala - Call Back On Estimate #24339:00 AM
Call Phil Chavez back with plenum repair price10:00 AM
New auto-tasks for you
Ristorante Enrico - Send Estimate for Repairs
Estimates opened and calls logged SAMPLE
Dustin Mangal · #2427 · opened 3x$13,477
Terry/Lourdes Beal · #2423 · Thinking It OverKelvin
Marie Joseph · #2419 · Went With Someone ElseMartha
Jobs finished yesterday
Brian Costello · Jose Carlos$715.85
Lux Development Group (2 jobs) · Jose Carlos, Bryant$885.00
Phil Chavez, Rinald Turhami, LNR InvestmentsNot billed yet
Open today in Fieldline
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