Service lifecycle
Each lane maps to exported operations and schemas.
Client intake
Quote generation
Job scheduling
Invoice readiness
Service workflow preview
Service Business OS
Deterministic service-business quote-to-cash preview for jobs, quotes, invoices, and payments.
Quote-to-cash workflow
Service Business OS
Inline package preview for jobs, quotes, invoices, payments, and regenerated service-business presentations.
Open jobs
12
Across dispatch and field teams
Quote value
$48K
Awaiting client decisions
Invoices
8
Ready for review
Payments
96%
Matched against jobs
Regeneration guardrails
Preview data highlights bounded operations without side effects.
Manual quote approval
Payment reconciliation
Technician notes
Presentation specs