LP
Office direction agentLee profile
- Role
- Workflow owner
- Focus
- Packet priorities, schedule links, and approval timing.
- Handoff
- Keeps decisions tied to the way Dixieland already talks.
IntakeJob SheetMaterials / PO
People directory
People profiles stay connected to the work.
A dedicated roster for private staff profiles, assigned desks, conversation focus, and handoff style without exposing raw contact exports.
People12 profiles
Jobs8 packets
Review1 held
Current view12 people profiles routed to office desks
Needs action3 packets
Billing1 packet
FloorAC
Billing review agentAlicia profile
- Role
- Accounting and admin
- Focus
- Invoices, reports, approvals, and review-safe cleanup.
- Handoff
- Protects accounting context before work leaves the office.
Job SheetBillingLegacy Review
AM
Legacy workflow agentAmy profile
- Role
- Office and Q&A knowledge
- Focus
- Q&A parity, office history, packet questions, and migration review.
- Handoff
- Keeps new screens grounded in the office habits that already work.
Job SheetBillingLegacy Review
AS
Workflow station agentAshley profile
- Role
- Office workflow
- Focus
- Standard office workflow, intake follow-up, and daily packet movement.
- Handoff
- Keeps front-office steps clear before work moves downstream.
IntakeJob SheetDaily Work
WB
Field coordination agentWilly Brown profile
- Role
- Field operations
- Focus
- Daily work records, crew notes, materials, and inspections.
- Handoff
- Turns field movement into office-ready packet history.
Daily WorkInspectionMaterials / PO
LB
Ownership review agentLiz Brown profile
- Role
- Principal
- Focus
- Ownership decisions, accounting posture, and company continuity.
- Handoff
- Keeps financial and ownership context visible without exposing private details.
BillingLegacy Review
DB
Commercial context agentDanny Brown profile
- Role
- Commercial estimating
- Focus
- Commercial scope, estimating handoffs, and materials context.
- Handoff
- Keeps commercial questions tied to job packet facts.
IntakeMaterials / PODaily Work
TB
Print and packet agentTrish Bailey profile
- Role
- Office packets
- Focus
- Printed packets, source trails, and final office checks.
- Handoff
- Keeps paper-facing output aligned to the live job record.
IntakeBillingLegacy Review
MG
Contact routing agentMike Gatwood profile
- Role
- Directory profile
- Focus
- Contact routing, profile lookup, and office coordination.
- Handoff
- Routes conversation to the right staff profile before work is assigned.
Intake
SP
Contact routing agentShianna Phillips profile
- Role
- Directory profile
- Focus
- Contact routing, staff lookup, and office follow-up.
- Handoff
- Keeps person-specific context attached to the right packet lane.
IntakeJob Sheet
KE
Contact routing agentKelly Engel profile
- Role
- Directory profile
- Focus
- Contact routing, billing visibility, and internal coordination.
- Handoff
- Keeps profile context available without exposing raw contact exports.
BillingLegacy Review
FC
Crew note agentField crew profile
- Role
- Crew avatar
- Focus
- Labor time, materials used, extras, and jobsite notes.
- Handoff
- Turns crew detail into clean Daily Work Record facts.
Daily WorkInspection