← Portfolio Demo · sample data, no client data
Viewing as Owner · Portfolio KPIs & threshold alerts
Threshold Alert — Satisfaction score below 90%
Sunridge Medical Plaza is at 81% client satisfaction — 9 points below the 90% floor. 2 open complaints unresolved for 72+ hrs.
Breach · Requires manager escalation
Active Sites
4
All under active contract
Jobs This Week
31
26 completed · 5 scheduled
Open Exceptions
3
Needs manager attention
Avg Satisfaction
86%
⭐ Below 90% floor
🏠 Site Overview
SiteTypeTech AssignedLast ServiceSatisfactionStatus
Parkview Corporate Center Commercial Office Dana Voss Jun 16 94% ● On Track
Sunridge Medical Plaza Healthcare Marcus Odom Jun 15 81% ● Alert
Falcon Ridge Tech Campus Tech Office Priya Nair Jun 17 97% ● On Track
Westgate Financial Tower High-Rise Office Jordan Clay Jun 14 88% ● Watch
Viewing as Manager · Exception queue & job assignment
⚠ Exception Queue 3 open
🚫
Missed Service — Sunridge Medical Plaza (Exam Rm 4 & 5)
Overdue 48hr 📍 Sunridge Medical Plaza 🕓 Due Jun 15 · 08:00
Incomplete Checklist — Westgate Financial Tower (Lobby + L3)
Partial — 4/9 items 📍 Westgate Financial Tower 🕓 Jun 17 · 06:30
📋
Supply Restock Request — Falcon Ridge Tech Campus
Supply Alert 📍 Falcon Ridge Tech Campus 🕓 Jun 18 · 09:00
👥 Field Staff — Today
TechnicianJobs TodayCurrent SiteAvailability
Dana Voss3Parkview Corporate Center● Available
Marcus Odom4Sunridge Medical Plaza● Busy
Priya Nair2Falcon Ridge Tech Campus● Available
Jordan Clay3Westgate Financial Tower● Available
Viewing as Tech · Today's jobs · Dana Voss
📅 Today's Jobs — Jun 18
JOB-241
Full-Service Clean — Parkview Corporate Center · Floors 2–4
📍 1400 Parkview Blvd, Suite 200  ·  🕓 Start 07:00
In Progress
Janitorial High-Priority
✅ Job submitted successfully!
✅ Service Checklist
Vacuum all carpeted areas
Empty and reline trash receptacles
Wipe down conference room tables
Sanitize door handles & elevator buttons
Mop tile floors — restrooms & kitchen
Restock paper towels & soap dispensers
📷 Photo Evidence
📷
Entry Lobby
+📷
Add Photo
+📷
Add Photo
JOB-242
Window Cleaning — Parkview Corporate Center · Exterior Ground Floor
📍 1400 Parkview Blvd  ·  🕓 Start 11:30
Scheduled
Window Wash
This job is queued. Tap to begin when on site.
JOB-239
Restroom Deep Clean — Falcon Ridge Tech Campus · B-Level
📍 8800 Falcon Ridge Dr  ·  🕓 Completed 06:45
✅ Done
Deep Clean
Crown Ridge — Field Service Portal
What it does
Role-aware operations portal: Owner sees portfolio KPIs & threshold alerts; Manager works an exception queue & assigns jobs; Tech views their job list, completes checklists, and submits photo evidence.
Inputs
Job schedule, site roster, checklist templates, crew availability. Role toggle switches the data view instantly.
Outputs
Completed service records, threshold alerts surfaced to owner, exception jobs escalated to manager, photo-documented job completions.

Assign Exception Job

Assign to available technician

DV
Dana Voss
Available · 3 jobs today
PN
Priya Nair
Available · 2 jobs today
JC
Jordan Clay
Available · 3 jobs today
MO
Marcus Odom
Busy — at Sunridge Medical