v2.4 — internal Team Chat with sender attribution, local-time stamps, avatars, @mentions, unread and mention markers, and search by person, channel and time range; phone alerts per device with a test alert and Reply from the notification, plus step-by-step setup instructions in the invite email, the first-day checklist and Platform Settings; the Open Audit Items triage table with filters, sorting, CSV export and required closing notes; accessibility and UX fixes across focus, contrast, labelling and touch targets; clearer guided review for inbound email ingest and internal meeting documents; the rebuilt mobile header and one authoritative page header app-wide; and review-first M&A intake for emailed CIMs.
Vendor catalog sourcing: Concord American & Eder Flag
Two 2026 dealer catalogs are loaded as structured cost data you can source from, not as loose PDFs.
1,361 Concord American dealer-cost SKUs parsed with category-aware finishes and quantity breaks
Eder Flag mapped twice: vendor cost at 50% of list, and direct competitor retail pricing
SKU pickers in the RFQ and PO flow can select either vendor for multi-vendor redundancy routing
Low-confidence extractions wait in the catalog review queue, with a diff of reviewer corrections; rows flag stale 12 months after the 2026 effective date
Both documents are rendered from the app's current state and open with a clickable contents page. The build pipeline also writes a stamped copy of each one, linked below.
App Overview
Navigation, the five-pillar architecture, vendor routing rules, role permissions and the 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