v1.7 — the Dashboard / My Tools navigation split, Field Operations Installs intake, PTO and announcements, global search and the live documentation engine.
Both documents are rendered live from the app's current state and open with a clickable contents page. Stamped build copies are kept for the current release only — see the v1.9 notes for those.
App Overview
Navigation, the five-pillar architecture, vendor routing rules, role permissions and the open-items list.
New Team Member Guide
Per-seat onboarding: what the role can open, the daily workflow steps and the same open-items list.
Full access, including Business & Strategy, permissions and every admin setting. You approve price changes, role grants, capability flags and financial exceptions.
61 tools available
Flags Unlimited Employee
The single staff seat: calls, quotes, RFQs, jobs, scheduling, field work and customer follow-up. It replaces the old Admin / Front Desk, Office and Field Tech seats. What you personally can do inside it is set by capability flags — can_see_cost (vendor cost and margin), can_see_payroll (timecards and pay), can_quote (send priced quotes) and dispatch_eligible (be scheduled to a job, still earned through certification, never granted by hand). Back-office queues such as invoices and payments open only with the back-office capability. Business & Strategy is not part of this seat.
51 tools available
Finance
Invoicing, collections, payroll and vendor bills. You work the money side of jobs that operations has already closed out.
14 tools available
Location Owner
Your own location, on a phone: today's jobs and service calls, your team, local inventory and restock requests, and the obligations your location owes. Everything is scoped to your home location — no other location's data is visible.
Tracked and deliberately incomplete. These print at the end of every generated document too, so nobody reads a tool list as a promise.
AR Aging due-date scopeOpen
Aging buckets are calculated from the invoice date, not a per-customer due date or terms schedule. Invoices on net-30/net-60 terms therefore appear in an older bucket than they truly are. Treat the bucket as an ordering hint, not a legal past-due statement, until terms-aware due dates ship.
Finance / AR Collections / Aging (/finance/ar)
Parent-account discount precedencePartial
Precedence logic (site / parent account / default) is implemented and unit-tested, but no parent accounts exist in production data yet, so it has never been exercised against a real hierarchy.
Sales / Quotes, RFQ pricing
Shopify write scopesPartial
Catalog reads, draft orders and checkout QR codes are live. Price write-back from the Suggested Price Adjustment queue depends on write scopes that are not granted on the current token, so approvals may need to be applied manually.
Business & Strategy / Suggested Price Adjustments
External Outreach Lock is ONOpen
No customer- or vendor-facing email leaves the app while the lock is engaged. Quotes, vendor RFQs and AR reminders generate drafts only — someone still sends them by hand.
Admin / Outreach Lock (/admin/outreach-lock)
Vendor catalog data is dated 2026Partial
Concord American dealer costs and the Eder Flag catalog are loaded from the 2026 editions and stamped with that effective date. Rows flag as stale 12 months out, and low-confidence extractions sit in the catalog review queue until a human confirms them — check the confidence badge before quoting off a parsed line.
Playbook sections mix live data embeds with transcribed reference tables. Transcribed figures print a confidence badge; anything below high confidence is a planning estimate, not a committed number.
Command Center / Growth / Living Playbook
Location Owner portal is validated on Kentwood onlyPartial
The location_owner seat and the /my-location portal are exercised against 01 — Kentwood, the only location with real operating history. Other locations show "No actuals yet" until they have real data.
My Location (/my-location), Network Health Dashboard