Generated CRM · Project prefix WOR
Wording Check Builders
General Contractor · Nova Scotia · wording-check-builders.servicelane.com
Today’s command center
What needs attention
0quotes waiting on approval
0jobs need drawings / measurements
8promises and follow-ups cannot disappear
This is the Touchstone-style operating layer: leads, quotes, drawings, site visits, approvals, production, and the assistant watching the loose ends.
Job board
Every project gets a contractor-specific unique ID. The project name is part of the code, so it reads like Touchstone: ID + job name.
1 project shown.
| Project ID | Customer | Status | Quote | Drawing / material | Approval / production | Next step |
|---|---|---|---|---|---|---|
| WOR-01001-DOCUMENT-UPLOAD-VERIFICATION#1001 · Document Upload Verification · Started 2026-05-14 | Upload Test1 Test Lane | New leadWilson | $1,234Verification | Not received | Not sentNot started |
Assistant/watchdog queue
This is the open-loop list: follow-ups, promises, and due items the assistant should not let disappear.
Halifax Airport Project · Craig Lucas · 59 days overdueKeep the message short, include the customer/project context, and record the outcome after contact.
OpenCall customer and confirm quote approvalWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Jordan Pike · 59 days overdueDraft a short follow-up for WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: confirm they received the quote and ask what they need to approve it.
OpenCrew lead to confirm morning arrival windowWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Riley Chen · 59 days overdueKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.
OpenOwner review: price exception before quote goes outWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Craig Lucas · 59 days overdueDraft a short follow-up for WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: confirm they received the quote and ask what they need to approve it.
OpenSchedule site visit and assign field crewWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Maya Bennett · 58 days overdueConfirm the appointment window for WOR-01001-DOCUMENT-UPLOAD-VERIFICATION, including address, access notes, and who will be on site.
OpenAssistant watchdog: open promise checkWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · ServiceLane Assistant · 58 days overdueKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.
OpenPrepare accounting handoff packageWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Nora Patel · 57 days overdueKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.
OpenUpload drawing/photo package to projectWOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Maya Bennett · 57 days overdueKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.
Open