Three-panel layout. A dark sidebar (200px) on the left holds navigation. The main panel (cream background) fills the center. A context panel (320px, warm tint) opens on the right for detail views, Friday AI, and quick actions.
| Sidebar Group | Pages |
|---|---|
| Daily Work | Command Center, Calendar, Action Center, Intake, Owner Review, Desk Review, Projects |
| Monitoring | Holding Pool, Friday, Analytics, Project Graph, Audit Log |
| Triage | Triage Intake, Tracker, Archive |
| Reconciliation | Payments, Smart Recon, Delivery Ledger |
Login at entirely.it.com. Same credentials as Mostly.
Your default view on login. The pipeline summary strip runs across the top — five stage dots showing aggregate counts across all active projects:
Click any stage to filter. Below the strip, a unified action queue merges six data sources into a single prioritized list. Click any project row to expand it inline — the expanded area shows a 4-column Project Info grid (address, branch, customer number, pipeline status, SOW summary, cert/invoice state). The Edit button lives here in the expanded row rather than the sidebar. This serves double duty: the same data populates the right sidebar context panel when you click a project elsewhere.
| Source | Color | What It Shows |
|---|---|---|
| Review Queue | Red | Cert/invoice packages flagged by guardrails or queued by admin for your review |
| Cert Pending | Gold | Invoice paid but cert never sent — money’s in, deliverable hasn’t gone out |
| RFI Aging | Red | Open RFIs older than 3 business days — blocking project progress |
| Aging Invoice | Amber | Invoices unpaid for 30+ days — receivables needing follow-up |
| Recon Match | Purple | EFT payments with possible matches needing human confirmation (medium-confidence or ≥$5K) |
| Shepherd Alert | Teal | Pipeline Shepherd flagged stuck projects (intake >3d, scheduled no visit >2d, etc.) |
When the queue is empty:
“All clear. Pipeline is healthy.”
Every project carries a compact dot-and-line indicator with five colored dots. Filled dot = complete stage. Ring (outline only) = current stage. Gray dot = future stage. Amber dot = on hold.
The Processing stage contains four buckets that show under the dot: Drafting (cert not approved, invoice not sent), Need Invoice (cert approved, invoice not sent), Need Cert (invoice sent but cert not approved — flagged as priority), and Awaiting Payment (cert approved, invoice sent). These update in real time as cert and invoice statuses change independently.
| Dot Color | Meaning |
|---|---|
| Warm tan | Intake |
| Slate blue | Scheduled |
| Purple | Field Complete |
| Gold | Processing |
| Dark ink | Closed |
| Amber | On hold |
Items arrive here when guardrails trigger or when the admin chooses to queue something for your review. Guardrails fire automatically for:
Two actions per item: Send directly (you are exempt from all guardrails) or Return for revision with a note explaining what needs correction.
RFIs are the system’s mechanism for blocking project advancement until specific conditions are met. Each RFI maps to one of seven predetermined trigger types. They fire automatically via the 2:00 AM scan and Pipeline Shepherd (2:15 AM), and can also be created manually from the same trigger menu.
| Trigger | When It Fires | Resolve Action |
|---|---|---|
| Missing Drive Logs | Field Complete + UND products + no drive log files on disk | Upload drive log → auto-parsed (pier count, depths, PSI/torque) → data lands on cert |
| Missing Photos | Field Complete + no production photos on disk | Upload photos → auto-converted to JPEG → thumbnails in project detail |
| Missing Plans & Permits | Field Complete + no plans or permits on disk | Upload document → Claude Vision extracts permit #, jurisdiction, code cycle, property owner, SOW items → writes to project fields + cert + invoice |
| Incomplete Inspection | Field Complete + some SOW inspected, some not (e.g., 33% of 3 products) | Schedule follow-up → date picker with tech selector → 24-hour rush warning ($400 ADM-RUSH fee) |
| Triage — Missing Docs | Project enters triage without required documents | Upload documents → Vision parsing |
| Cert Discrepancy | Cert review finds an issue needing clarification | Text response → resolve with note |
| Hold Revalidation | Project on hold ≥ 30 days | Text response → confirm hold or resume |
Counter & auto-advance: RFI badges in the project detail show open counts per direction (UP → Contractor, Contractor → UP). As each RFI is resolved, the counter decrements. When the counter reaches zero, the system automatically runs the 10-point validation checklist. If it passes, the project advances to Ready for Cert without manual intervention.
Resolve button behavior: Clicking Resolve on an RFI opens a context-specific form based on the trigger type — file upload for documents, scheduling form for inspections, text field for clarifications. After submission, the Resolve button grays out and becomes inaccessible for that RFI.
24-hour rush rule: If a follow-up inspection is scheduled within 24 hours, the scheduling form shows a gold warning banner and the button changes to “Schedule Rush & Resolve.” A $400 ADM-RUSH fee is automatically applied to the project’s scope of work.
Friday lives in two places: the context panel on the right (for page-aware queries), and Eye Friday — a floating eyeball overlay accessible from any page.
Eye Friday — the 68px eyeball in the bottom-right corner. Its iris tracks your cursor. Click to open a resizable chat panel. Features:
Slash commands (zero API cost):
| Command | Action |
|---|---|
/help | List available commands |
/revenue | Revenue snapshot by branch |
/pipeline | Pipeline summary with counts |
/commands | Full command reference |
Rate limit: 20 requests per hour. Slash commands and note shortcuts do not count against the limit.
A project cannot move to Closed unless both conditions are met: cert_status = Approved and invoice_status = Paid. This is a hard block enforced by the write guard — any attempt to close without both conditions is rejected with a specific error message. The audit trail logs every blocked attempt.
If payment arrives before the cert is approved, the project stays in Processing (Awaiting Payment bucket) until the cert is sent and approved.
Filterable, sortable table of all projects. Each row shows a pipeline indicator with sub-track dots for cert and invoice progress. Flag badges appear for on hold, cancelled, and needs return visit.
Click any row to open the project detail in the context panel. The detail view includes the full pipeline indicator, site visits, files, cert/invoice status, and activity timeline. PDF and file links open in popup windows rather than navigating away from the current page.
Pipeline dot distribution shows project counts at each stage as a dot chart. Revenue sparklines track monthly billing. A monthly breakdown table shows invoiced and collected amounts by branch.
Historical data from Xero (2022–2024) and PMS blends into the pipeline and revenue views. Year-over-year growth chart appears when viewing the “All” time period.
Invoice ledger with status and date filters. Defaults to the unpaid view. Summary stats at the top show total outstanding, aging buckets, and recent collections. Branch breakdown shows per-branch totals.
Historical Xero invoices appear in a separate section below the active ledger.
D3 force-directed graph. Start by searching for a project, address, or customer number to seed the graph. Click any node to expand its connections:
| Node Type | Connections |
|---|---|
| Address | Projects at that address |
| Customer | All projects for that customer number |
| Invoice | Linked project, payment status |
| Files | Documents attached to the project |
| Jurisdiction | Other projects in the same jurisdiction |
Nodes are color-coded by type. Edge thickness indicates relationship strength.
Tracks every cert and invoice delivery with open/bounce detection. Each row shows the recipient, delivery timestamp, open status, and any bounce indicators. Use this to verify that deliverables actually reached the client — especially useful for follow-up on aged invoices.
No dedicated keyboard shortcuts yet. The sidebar search accepts keyboard navigation — type to filter, arrow keys to move through results, Enter to open.