Demo company: ClearPath Contractors

Turn the details chase into one clean intake tool.

After the bottleneck map, this is the kind of first tool we can build: one clean place for job details, photos, urgency, approvals, and missing information.

Pick your bottleneck View other samples

1 linkCollects the stuck request

5 checksDetails, files, urgency, approvals, blockers

0 guessworkTeam sees what is missing before scheduling

Fast replyCustomer gets a cleaner next step

Intake Form Preview

Team or customer-facing

Request type Needed by Job address Upload files

4 photos and 1 approval attached

What is blocking progress?

Field team finished inspection, but office needs approval note before scheduling repair.

Process Summary

Internal view

Next action: clear approval blocker

Request includes address, photos, urgency, and preferred time. Missing item: approval note. Recommended route: assign to office coordinator, request approval confirmation, and hold Thursday morning slot.

Request details complete Files received Address verified Approval note missing

What this replaces

Common manual work

Back-and-forth messagesOne link collects the details the team normally chases.

Messy file threadsPhotos and approvals attach to the job record instead of getting buried.

Missing job contextThe system flags what is incomplete before work moves forward.