Jobs Today
14
9 scheduled, 3 active, 2 ready to invoice
Operations Dashboard
A working surface for CRM, jobs, schedule, billing, callbacks, import readiness, and Cyclone handoffs.
Demo business
May 13, 2026
Prototype data is synthetic and masked. No import is running.
Review trigger: manual only
Open Work Orders
38
11 unscheduled, 6 awaiting confirmation
Month Revenue
$84.2k
Imported history plus new cloud work
Receivables
$19.8k
6 invoices over 30 days
Callbacks Due
27
Retention, quality, and reminder queue
Daily Command Center
The first login screen should show work that needs an office decision.
6 decisions
Quote8
Q-1190
Aster Home Care - review line items
Aster Home Care - review line items
Q-1194
Prospect from Sales Funnel
Prospect from Sales Funnel
Work Order38
WO-2418
Route North - callback visit
Route North - callback visit
WO-2426
Commercial crew assignment
Commercial crew assignment
Schedule11
Need route
3 jobs without drive window
3 jobs without drive window
Need confirmation
6 customers not confirmed
6 customers not confirmed
Invoice7
WO-2430
Completed, generate invoice
Completed, generate invoice
Tax check
5 imported totals need review
5 imported totals need review
Review12
INV-3184
Paid, consent status unknown
Paid, consent status unknown
Manual only
No automatic sends in MVP
No automatic sends in MVP
Operating Health
Decision-grade dashboard signals, not marketing widgets.
Review Funnel Readiness
Manual trigger first.
EligiblePaid invoices can expose a disabled review request action.
CheckConsent, suppression, and product entitlement must pass first.
ReturnReview outcomes come back to customer and job timelines.
Sales Funnel Intake
Accepted proposal becomes quote first.
LeadSales Funnel captures prospect and proposed work.
QuoteMistral creates or links customer, then drafts a quote.
OpsOffice schedules, completes, invoices, then can trigger Review Funnel.
Import Status
Safe visual state.
ProfileNo-PII profiler slice is represented as complete.
NextMapping and reconciliation need approval before deeper diagnostics.
CommitCloud writes stay disabled until explicit approval.
Customer CRM
Operational customer truth stays in Mistral. Click any customer to view details.
| Customer | Type | Route | Last service | Balance | Status |
|---|
Document Lifecycle Board
A modern workflow around Mistral 2000 quote, work order, and invoice concepts.
Documents
Click a document to inspect lines, status, and handoff eligibility.
| Document | Customer | Status | Service | Date | Total |
|---|
Unscheduled
11
Need route, duration, or crew.
Crew Capacity
82%
Visual only, no optimization running.
Confirmed
71%
Remaining jobs need office confirmation.
Imported Blocks
Mixed
Old and new schedule records share one board.
Open Quotes
8
Sales handoff lands here first.
Work Orders
38
Ready for schedule or completion.
Paid
$64.4k
Month to date.
Aging
$19.8k
6 invoices over 30 days.
Reconcile
5
Imported totals need review.
Billing Worklist
Dummy documents, but realistic operational states.
| Document | Customer | Status | Issue | Total | Action |
|---|---|---|---|---|---|
| INV-3184 | Northstar Bakery | Paid | Review eligible, consent unknown | $1,840.00 | |
| INV-3188 | Cedar Ridge Condo Board | Overdue | 42 days aging | $4,260.00 | |
| Q-1190 | Aster Home Care | Quote | Waiting on acceptance | $2,430.00 | |
| WO-2426 | Harborview Dental | Scheduled | Complete before invoice | $980.00 |
Due And Upcoming
No customer phone or private notes are shown.
| Due | Customer | Reason | Source | Status | Action |
|---|---|---|---|---|---|
| Today | Maple Finch Residence | Seasonal service reminder | Imported callback | Due | |
| Today | Northstar Bakery | Quality check after paid invoice | Cloud invoice | Review eligible | |
| May 15 | Aster Home Care | Quote follow-up | Sales handoff | Scheduled | |
| Overdue | Cedar Ridge Condo Board | Receivable follow-up | Invoice aging | Overdue |
Financial
- Sales by date rangeMVP
- Receivables agingMVP
- Tax summaryValidate
- Payment method summaryManual first
Operations
- Customer listMVP
- Service historyMVP
- Employee job activityMVP-lite
- Callback reportMVP
Import Audit
- Source table countsNo PII
- Money reconciliationNext
- Orphan and duplicate warningsNext
- Legacy field coverageNo PII
Migration Center
Access 97 MDB plus companion files, with private diagnostics kept out of docs and screenshots.
No private customer names, addresses, phones, notes, or raw rows are shown.Commit disabled
1
Package intake
PlannedFull company data folder, not MDB alone.
2
Read-only profile
Safe sliceTables, fields, counts, config, templates, reports.
3
Mapping review
NextCustomers, sites, documents, payments, schedule, callbacks, settings.
4
Dry-run reconciliation
Requires approvalCounts and financial totals must reconcile before commit.
5
Commit import
DisabledCloud writes only after explicit approval and privacy checks.
Database Objects Required
Mistral tables are scoped by shared business_id.
- mistral_import_batches, files, raw rows, legacy ID mapimport
- mistral_customers, sites, shared contact linksCRM
- mistral_jobs, job lines, document lifecycle, employee allocationswork
- mistral_payments, callbacks, schedule blocksops
- mistral_services, categories, settings, templates, reportssetup
- product events, external references, contact interactionsCyclone
Services
- Residential serviceActive
- Commercial serviceActive
- Maintenance add-onTaxable
- Legacy custom lineMap
Employees And Routes
- Crew AlphaRoute North
- Crew BravoCommercial
- Crew GammaRoute West
- Imported inactive staffNo login
Business Defaults
- Workday08:00-17:00
- Tax profileImported + editable
- Review triggerOff by default
- Document numberingContinue sequence
Setup Checklist
First safe setup steps before engineering implementation.
1. Business shell
Create Cyclone business and product entitlement.
Create Cyclone business and product entitlement.
2. Import profile
Run local read-only profile and privacy lint.
Run local read-only profile and privacy lint.
3. Settings map
Confirm tax, numbering, templates, and workday defaults.
Confirm tax, numbering, templates, and workday defaults.
4. Reconcile
Validate counts and totals before commit.
Validate counts and totals before commit.
Shared Account Model
Do not create a separate Mistral account universe.
- accountsbilling owner
- businessestenant boundary
- business usersroles
- product subscriptionsentitlements
Review Funnel
Manual, consent-checked trigger first.
SourceMistral invoice paid or completed.
CheckEntitlement, consent, suppression, and business setting.
ResultReview outcome appears in customer timeline.
Sales Funnel
Accepted proposal becomes quote first.
LeadShared contact and proposed work.
QuoteMistral creates quote, site, and origin metadata.
OpsOffice converts, schedules, invoices, and follows up.
Event Boundary
Products communicate through events and APIs, not internal table mutations.
| Event | Producer | Consumer | Guardrail |
|---|---|---|---|
| quote.accepted | Sales Funnel | Mistral Cloud | Platform IDs first, legacy IDs as metadata only. |
| invoice.paid | Mistral Cloud | Review Funnel | Consent and entitlement required before any send. |
| review.completed | Review Funnel | Mistral Cloud | Timeline event, not direct operational mutation. |
| callback.created | Mistral Cloud | Shared timeline | Append-only event scoped by business_id. |