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Everything on this page is sample data for Summit Mechanical, a made up contractor. This is the morning queue as a real account sees it.

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Morning queue

8 work orders need you this morning.

Each one is out of sync between the portal and your own system. Each group below tells you what to do. Do it, then mark the row done here.

$4,830

Blocked, verified invoice value

On 2 work orders you have finished that the portal still shows open.

A further 1 authorised up to $3,500, with no invoice amount seen yet.

1 more carry no readable amount and are excluded from both figures.

1 past the billing deadline.

1 within a week of it.

1 past SLA right now.

2 cleared in the last seven days, 1 on their own.

ServiceChannelreportingServiceTitanreportingCorrigoquiet, 3d
MISSFinished by you, still open with the customer(4)

Close it in the portal so you can bill it.

  • $2,990 blocked

    SC-117951Store #2205, Pueblowaiting 12d

    Status: OPEN in the portal, Completed in your FSM.

    Past the billing deadline. This can no longer be invoiced.

  • $1,840 blocked

    SC-118422Store #4118, Colorado Springswaiting 6d

    Status: IN PROGRESS in the portal, Completed in your FSM.

    4 days until this can no longer be invoiced.

  • up to $3,500 authorised

    CO-55871Distribution Center 14, Denverwaiting 3d

    Status: Work in progress in the portal, Completed in your FSM.

  • SC-118977Store #4118, Colorado Springswaiting 2d

    Closed by your tech in ServiceTitan. No invoice amount has appeared in portal mail yet.

MISSPast SLA with no movement(1)

Post a status update in the portal so the clock stops.

  • SC-118671Store #7016, Fort Collinswaiting 4d

    No status update since dispatch on either side. The 48 hour response window ran out.

DUPThe two systems disagree(1)

Decide which one is right, then update the other to match it.

  • SC-118550Store #2205, Pueblowaiting 1dcheck this one

    Status: ON HOLD in the portal, Scheduled in your FSM.

MISSThe portal is waiting on a document(1)

Upload the document or photo in the portal.

  • SC-118610Store #4118, Colorado Springswaiting 1d

    The portal is asking for the signed work verification before it will release the invoice.

MISSNew work order, no job in your system(1)

Create the job in your own system and dispatch it.

  • SC-119112Store #1140, Boulderwaiting 5h

    Dispatched in ServiceChannel five hours ago. Nothing matching it exists in ServiceTitan yet.