Summit Lift & Rigging, Inc.

Quote to cash

Summit Lift & Rigging, Inc. · 2180 Foundry Road, Pine Hollow, CA 95970 · Six cranes, four operators, one dispatcher. Every number on these screens is sample data.

Running order

  1. 1Here is your Wednesday.Dispatch Board“This is your wallboard. We didn’t take it away.”
  2. 2A call comes in right now.New Quote“Dana’s on the phone. Watch her build this live.”
  3. 3Same quote letter you send today.Quote Letter“That’s your letterhead, your clarifications, your CARB charge. Nothing changes for your customer.”
  4. 4Client says go.Dispatch Tag“Prints your triplicate. And it goes to the phone.”
  5. 5Scan this.Operator AppThis is the demo“The owner opens today’s Ridgeline Civil job on his own phone, mid-call.”
  6. 6Friday, ten minutes.Friday Review“Every job on the board tied to a returned tag. Exceptions only. Invoice goes out Wednesday instead of next Wednesday.”

Also built

His scheduleThe operator app's week viewHis hoursSplit before he ever sees itInquiriesEmail and web-form intakeQuote register0417-26 and four othersRate libraryEquipment, misc and labor rates, live

Prototype. No backend, no database, no login. Summit Lift & Rigging and every customer, person, rate and address here are fictional sample data. The prevailing wage matrix is not modelled — that needs a real pay category list.