Demo company: Harbor Home Services

Catch missed handoffs before they become fire drills.

A sample first tool for the handoffs, approvals, missing info, and loose requests that usually get chased by text, spreadsheet, or memory. All data shown here is fictional.

Sample only

18Open requests this week

6Need owner today

3Approvals waiting

11 hrsAverage time stuck

Priority Exceptions

Auto-sorted

Job packet incomplete Missing photos and signed approval before scheduling

Assign owner

Install handoff stalled Field notes entered, office checklist not updated

Escalate 2 PM

Invoice blocked Completion status changed, billing code missing

Request code

Suggested Next Step

Ready to assign

This job cannot move to scheduling until photos and approval are attached. Assign the office coordinator to request both items, set a 24-hour reminder, and alert the manager if the packet is still incomplete tomorrow.

Exception Rules

Example automation logic

No owner assignedRoute to the right role, set a due date, and notify the manager if unclaimed.

Approval missingPause the workflow, request the required approval, and create a follow-up reminder.

Aging taskMove to priority queue and alert the person responsible before it becomes a fire drill.