Today
Think through the next move
Use synthetic staging notes only. Do not enter customer, employee, supplier, payment, credential or other real/private information. AI suggestions never create actions or send anything.
Your top three
Overdue and promises at risk
| Action | Linked record | Due | Why it matters |
|---|
Actions and capture inbox
Every unfinished commitment stays visible until you deliberately complete, reschedule, wait, snooze or cancel it.
Capture inbox
Checklist actions
Ticking an item removes it from active work without deleting its audit history. Reopen is always a deliberate owner action.
Operations and reconciliation
Five deliberate control cycles. Recommendations stay visible; schedules, customer messages and external records never change automatically.
Operational control
Priority focus
Capacity checks
Intake decisions
Delivery repair
Owner learning
Customers, jobs and Website leads
Convert one synthetic Website lead into one customer, contact, site, lead, job and primary Owner action. Live enquiries remain read-only.
Leads awaiting conversion
Canonical customer records
Canonical job records
Reminder and safety settings
Calendar is the visible fallback; PostgreSQL remains the source of truth.