Command center. Full pipeline. Two buttons on top.Prospect → walkthrough → proposal → dispatch → execution → invoice → follow-up. Kelly and management see the same board. Away is how she decides on it, not a second app. Trace still does not create accounts. Follow-up is on the job — not a holiday blast.
The command center. Tap a card to advance the job. Filter by who runs it. Execution time sits on the card. Approve the day sends Dispatch → Execution.
Today — execution time by region. This is what the two buttons look at.
From Trace — not in Canopy yet
Peregrine Realty Partners is on the skip-trace overlay. It does not become an account until you tag it. That is the gate.
The two buttons sit on the command board. They route and decide. They are not a second CRM.
You’re away. The crew is on the ground. Nothing has been approved yet.
