Work Order Intake
T&M Projects
Track ongoing projects, crew updates, and office review.
Work Order Follow-Up Center
Manage paused and approval-dependent work without losing track of the original work order. Waiting age and matched email updates stay attached to the same WO record.
Backflow Program — V10.6.267
Assembly-driven Backflow PM management. Monthly PMs come from the Outlook Backflow PM schedule, then flow into store-level assemblies, assignment, mobile testing, and invoice packets.
Backflow Program Controls
Backflow Test Data Reset
Use this after testing. It keeps permanent stores, assemblies, addresses, months, portals, and asset photos, but clears PM workflow/testing state, mobile state, PM invoice packets, PM timecard events, and completion/invoice test records.
Due Testing / Assignment
This is the replacement direction for the old Backflow PM list: Outlook imports create monthly PM rows here, office assigns a plumber, and Madden Mobile opens the assembly testing workflow.
Store-Level Backflow Assets
Each store owns permanent assembly asset records. The annual PM tests update these same assemblies year after year.
Assembly Asset Library
Haggen blanks are seeded as starter assembly shells. The office can refine locations, make/model/serial/size as records are verified.
Rejected Work Orders
Rejected work is preserved here for audit/history and excluded from active Intake, Dispatch, Schedule Calendar, Dispatch Map, and Madden Mobile workflows.
Rejected Work Orders
Handled Outside Madden
Legitimate work orders completed or managed through the existing process during the Madden field pilot. These are preserved for audit/history and excluded from active Madden operations and Madden performance statistics.
Handled Outside Madden
Cancelled Work Orders
Cancelled or voided work orders are preserved here separately from customer/Corrigo rejections.
Cancelled Work Orders
Management Reports — V10.6.234
Backflow PM reporting, historical year filters, reset tools, waiting-for-parts visibility, and invoice-ready PM totals.
Report Filters
Report Data Source Check
Temporary verification cards to confirm reporting is reading PM billing packets and PDF attachments from the same source as Invoice Queue.
PM Data Management
Reset clears workflow progress only. It keeps the PM schedule rows, customer, store, city, month, portal/email links, and assembly data.
Status Breakdown
Customer Breakdown
PM count, completion percentage, ready-for-billing dollars, paid dollars, and PDF compliance by customer.
Assigned Plumber Workload
Assigned PMs, completed PMs, remaining PMs, waiting-for-parts PMs, and invoice-ready PMs by plumber.
PDF Compliance
Waiting For Parts
| Month | Customer | Store | PM | City | Plumber | Notes |
|---|
PMs Missing PDFs / Reports
| Month | Customer | Store | PM | City | Status | Plumber |
|---|
Today at a Glance
Live Dispatch Map
Plumber Status
Action Items
Recent Activity
Today's Performance
Calculated from today's live recordsPerformance Details
Activity Log
Search and review the operational activity already captured by Madden.
AI Diagnostics
Live visibility into historical intelligence, recommendation runtime, and completed-job outcome capture.
Live Outcome Capture
CheckingRecommendation Runtime
CheckingHistorical Intelligence
CheckingArtifacts display “Not installed” when an offline Knowledge V2 package has not yet been promoted into this production repository.
Learning Health
CheckingFinancial Snapshot Verification
B2Enter a work-order number, internal work-order ID, or outcome ID to verify the latest captured financial revision.
Recent AI Events
CheckingOutlook → Work Order Intake
This is the original intake board. Outlook now syncs new Inbox messages automatically. Review parsed information, confirm store/address/problem data, then send WOs to dispatch.
Intake Review
| Status | Match | WO# | Location ID | Client / Location | Route | Priority | Category | Problem / Issue | Past History |
|---|---|---|---|---|---|---|---|---|---|
| No drafts loaded yet. | |||||||||
Dispatch Board
Assign reviewed work orders to plumbers, schedule time windows, and move jobs through field statuses.
Dispatch Work Orders
Dispatch | WO# | Client / Location | Problem / Issue | Route | Priority | Assigned Plumber | Schedule | Actions |
|---|---|---|---|---|---|---|---|---|
| No work orders loaded yet. | ||||||||