Static HTML mockups for in-progress CRSApp work. Mobile set lives at the top, grouped by app section. Phone-friendly — open from anywhere.
End-to-end accuracy, raw field recall, speed, and the independent image-only scan check in one phone-friendly comparison.
Schedule-shaped read: one row per job, a revenue bar spanning its active months (darker segment = bigger month, $ printed in each segment), award rows hatched, unscheduled revenue flagged in-row. Below it a backlog burn-down — committed remaining revenue declining month by month, a dashed line adding awards, a red "comfort floor" (3× monthly run-rate), and a marker where the booking gap opens. Answers "when do we run out of booked work."
Month-centric read: scroll right through 12 month cards, each showing that month's forecast billing, a green/amber/red gauge vs the ~$420K monthly overhead + payroll floor, and chips for exactly which jobs make the month up (tan Plumbing / navy HVAC / blue award). Thin months get an explicit "needs $X of new work" warning. Sticky sidebar: backlog hero, department-mix donut, largest-remaining list, and a needs-attention card for unscheduled revenue.
Revenue outlook rebuilt around the v2 weekly crew board: each job's remaining contract value spreads across months in proportion to its planned crew-weeks. KPI tiles (committed backlog · next 90 days · run-rate · awarded-not-in-QB · bid pipeline), stacked monthly chart with trailing actual-billed bars + TODAY divider + hatched award/bid layers, and per-department project tables with billed-progress bars, margin badges, a red "No crew planned" flag, and 12-month mini spread strips. Try the Both/HVAC/Plumbing filter and the Awards / Bid-pipeline toggles — the whole page recomputes.
The aggregate Labor view becomes the editor: clicking a basic-mode project row drops an editor panel down in place — derived % · $ on top, tan crew steppers below, Option-C affordability hint under each stepper, live as you type. Lock In Plan saves and collapses. Detailed-mode rows link to the full editor instead. Bixby Police row shown open.
Projects each month's labor burn from planned crew (crew × weekdays × 8h × fully-burdened dept $/hr derived from existing paycheck + burden data) and compares it to that month's labor budget. Three representations of the same data: A — traffic-light crew box with hover math; B — explicit "+0.8 room / 0.5 over" delta line in guys; C — planned/affordable pair ("3 / 2.5") in the crew box. Pick your favorite.
The Expense/Revenue toggle collapses into one Forecast view. Month cells stack expected spend (blue) over expected revenue (green) — the Labor view's two-box pattern. The sticky left columns follow: Spent/Est over Billed/Contract, Remaining stacks remaining-cost over remaining-revenue, and the Total column stacks both sums. Labor view stays as the second toggle, unchanged.
Input flip: the PM types crew size per month and the % curve derives itself — month crew ÷ total crew. The tan crew input moves on top; the derived % + $ reads below in the familiar blue auto-cell. Dec shows a PM override: locked at 10% (dark + lock icon) while Jul–Nov re-balance around it by crew. Includes a "how the % is calculated" explainer with the live numbers.
Mobile mirror of the flip — the swipeable month strip keeps two tracks but the thumb-sized crew input sits on top and the derived % cell reads underneath. Tap a % for the override bottom-sheet; locked months render dark with the lock glyph.
The Labor view toggle joins Expense and Revenue on the aggregate forecast page. HVAC and Plumbing sections each show per-project rows with two-box month cells: labor spend (blue) over crew size (tan). Dept totals and Combined Totals sum both. Primary staffing planning read for the organization.
Rebuilds the Apply ETF Payments page into a standing worklist of every remittance and its state across ALL scans (the old page only showed the latest run, hiding clean matches made earlier). Three sections: Needs review (resolve/retry), Ready to approve (clean matches with per-row + bulk Approve → queues a Pending-QB-Sync item), and Already-in-QB (informational). Includes a test-mode banner surfacing the dry-run state + a "Go live" control.
Rebuild of the ETF Resolve dialog to mirror QuickBooks Desktop's Apply Customer Payment window. Remittance PDF (or source email, via a PDF | Email toggle) sits condensed across the top — also the new home for the fixed "Open email" button. Below it, the familiar QB apply grid (✓ / Date / Job / Number / Orig. Amt. / Amt. Due / Payment) with an Auto-Apply button and the bottom "Amount for Selected Transactions" summary. Customer pre-filled from the resolved sender mapping; matcher-lined-up invoices come pre-checked and filled.
Toolbox tool v2 — interactive review of weekly Busybusy time-card anomalies. Page header with pay-period picker, readiness banner, 5 collapsible flag sections (Unsigned / Hour anomalies / Crew flags / PTO / Hour summary), plus a QB-Time-style horizontal bar graph with day picker, dept bands (HVAC navy / Plumbing tan / Office slate), lunch gaps inside each bar, anomaly dots, and a missing-hours band with "On PTO" sub-band.
Mobile variant covers anomaly review only (bar-graph stays desktop-only per spec §7). Thumb-tappable "Mark reviewed" buttons, smaller pills, holiday + readiness banners stacked above the section cards. Frame 2 shows the muted "Reviewed" row pattern.
Monday 5am email sent to Nick + Michael. Navy CRS header band, one-line pay-period summary, 5-cell counts grid
color-coded by severity (red unsigned / amber anomalies / blue crew / amber PTO / gray total hours), full-width
"Open full report →" CTA back to /toolbox/busybusy-anomaly.
New platform-level hub at /toolbox collecting back-office automations + utility forms.
Cards show description, schedule cadence, last-run status, Open button for tools with routes,
and a blocked-state pill for Bill Pay (gated on QB Sync companion work).
Mobile variant of the Toolbox landing — phone-friendly single-column card stack with a horizontal-scroll tag filter row.
Mockup-set landing page with links to every surface in the V2 redesign: Opportunities · Bidding · Review Inbox · Detail Panel · Manual Upload · Results · Calibration Admin. Built fresh against the signed-off spec — no port from the archived 2026-04 build. V2 readability bump baked in.
Per-Owner-project rows with expand-to-show-GCs pattern. No score chip per V2 spec — judgment moves to detail panel.
Lower-density rows with inline document checklist (✓ Invitation · ✓ Scope · ☐ Bid Form…) so addendum-receipt questions don't require opening detail. Bid-due countdown shifts color: gray → amber → red → dark-red OVERDUE.
Each row's resolve UI is specialized for its validation_failure_reason —
gc_not_found shows fuzzy candidates + create-new, opportunity_ambiguous shows candidate list,
incomplete shows missing-fields form, low_confidence shows red dots, agent_loop_exhausted shows full manual edit.
Drawer with Summary / Documents / Schedule / Timeline / Sister / Trace tabs. Per-field confidence dots (green ≥ 0.85, yellow 0.60–0.85, red < 0.60, no dot for PM-edited). Trace tab is admin-only with classification audit log.
Per-field correction-rate bar chart, AI overconfidence detector scatter, validation-failure histogram, per-GC patterns table. The calibration thesis: the system learns which fields can be trusted by watching what PMs override.
Tabular archive of submitted bids. Lost rows under 5% spread are flagged for scope post-mortem. Won/lost stat strip across the top. In V4+ this feeds competitor margin modeling.
Direct entry path. Lands as Opportunity, not Review Inbox (PM is the verifier). AI does NOT auto-run on manual uploads — Re-run AI is an explicit overflow-menu action on the detail panel.
Mobile card layout. Tap a multi-GC card to expand into per-GC sub-cards. Bottom-fixed nav bar across all 4 sub-tabs. Inbox shows count badge.
Document checklist becomes a horizontal scroll strip on mobile. Schedule windows below. Big advance/submit button per card.
Tap a card to open a bottom-sheet drawer specialized for its failure reason. 5 different sheet templates, one per typed reason.
Full-screen sheet with sticky horizontal-scroll tab strip. Same 6 tabs as desktop, full-width content.
Bottom-sheet entry form. Same fields as desktop modal, scrollable.
Stat strip with won / lost / declined / dead counts, then outcome-colored cards. Narrow losses (<5%) flagged.
/job-registry landing page with CRS sidebar stub, Open Drafts and Finalized tabs, visual sortable headers, mode badges, allocation status, and row jumps into the editor mockup.
Three-step modal flow: pick active QuickBooks Customer:Job, choose layer type with CO number auto-suggested, then select trade to load the user's default template.
Full BASE editor for Job #25267 with read-only job banner, contract/cost inputs, live margin ratios, grouped cost-code body using the Excel totals, and sticky reconciliation footer.
Embedded per-project Estimate Stack showing BASE plus CO-1 through CO-3 chronologically, drift and draft actions, and a right-rail Layered Totals card.
Two-column comparison of the finalized CRSApp snapshot against current QuickBooks sync state, with the three detected changes called out for acknowledgement.
/job-registry/templates page with per-trade tabs, inherited Plumbing default subtitle, draggable visual cost-code rows, checkboxes, Add code from QB Items, and Save.
Four box redesigns in context on the per-project page. Box 1 — new combo chart: stacked monthly Subs / Materials / Labor with a Revenue line overlay; a green Profit segment fills up to the line on profitable months. Box 4 — Pay Apps opens a modal listing every pay-app PDF (Bills + Change Orders mirror the same pattern). Box 10 — Daily Reports rebuilt at 2x4 footprint: date-grouped accordion of BusyBusy field answers, single folder-jump button, no per-row PDF clutter. Box 11 — Photos open in a lightbox slider with chevrons + arrow-key navigation.
Two-column card grid with CRS status names (Prog Billing / In Progress / etc), trade-colored drop shadow, and an always-on HVAC/Plumbing pill that travels with the card. Each card shows "X guys this week" when crew is active, falling back to "N days since last labor activity" when nothing's been logged in 7d. Two chips at top: Active and Recently Closed.
Side-by-side review of what the upgraded filer (Plans 1-7) would do with all 153 currently-stuck Review Queue docs. Sorted by confidence, click any filename to open the actual PDF on SharePoint, leave per-row notes that auto-save and export back as markdown for Claude to act on. 40% would auto-file (61 of 153) — up from 22% on the original.
Mobile-only mockups for every page of CRSApp, designed to live alongside the desktop view without affecting it. Card-per-row, accordion forms, sticky save bars, bottom-sheet dialogs. Sections below mirror the app sidebar.
Mobile home screen — tappable feature grid as the primary nav surface (per Josh's brief), with a tight 3-tile KPI strip at the top if it fits cleanly.
Trade tabs (HVAC / Plumbing / Both) + per-month totals strip + project list. Tap a project for the per-month timeline drill-in.
Per-project month-by-month editor. Vertical month list + bottom-sheet edit overlay with distribution chips (Even / Front-load / Back-load / Custom %).
Cost-code review list with traffic-light status + bottom-sheet adjust dialog. Two-column code|name format per §6e.
Per-PM review session with progress dots and sticky Finalize bar. Big tap targets (On track / Over / Under) for each cost code.
Project picker chip + 3-tile summary + cost-code rows with EST/ACT/Δ. act−est convention with green-under / red-over coloring.
Trade toggle + grouped employee cards (HVAC / Plumbing) with billing levels and last-week assignments. Needs-Inactivated section grayed out at the bottom.
Project burn list with tiny trend sparklines; tap a project for the per-employee weekly breakdown.
Job cards with uninvoiced labor + materials totals. Tap to expand line items inline. Aging dot for >30d unbilled.
Vendor bill drafts list + bottom-sheet entry form with line items routed to jobs/cost codes. Sticky Save Draft / Save & Push.
T&M service invoice drafts with traffic-light margin chips + line-item editor (Labor + Materials sections, sticky total).
Status-filtered bid cards with due-date countdowns + scorecard detail view (Scorecard / Documents / Competitor / Schedule sub-tabs).
3-stage lifecycle totals at top + GC-grouped job cards with retainage progress indicators.
Job cards sorted by profit remaining with Rev Est / Cost Act / Profit Rem stacked. Underwater jobs shown in red.
Bulk job type/status editor with editable chips + sticky "Push N to QB" commit bar. Pending changes flagged in amber.
Status filter pills + job cards with a 2x2 mini-grid of Contract / Billed % / Retainage / Last Activity.
Month picker + total burden hero + employee cards with Gross / FICA / FUTA-SUTA / Health / 401k breakdown.
Standard ↔ By-Job toggle. By-Job view tan-highlights the Field PT&I reclassification.
Chat thread with cited source files as clickable chips. Pinned bottom input bar with mic + send.
Status banner with last-poll/queue/filed counts + Trigger Poll Now button. Per-message audit log with status pills.
Excel-grid section headers (Pending / Approved / Pushed) per §6 + bottom-sheet diff with AI memo + Approve/Reject.
Low-confidence file cards with confidence chips + bottom-sheet folder picker (collapsible SharePoint tree).
First mobile mockup — already implemented and shipped. Card-per-user list, accordion edit, bottom-sheet Add User. Includes implementation strategy note.
Auto-filer review queue — files flagged as low confidence get a folder picker before they file.
Per-PM CTC review session — every cost code defaults to "not yet reviewed", PM picks status per row, atomic Finalize.
Forecast distribution picker — choose how to spread a labor budget across remaining months.
Per-project hub option A: tabbed layout (CTC · Forecast · EVA · WIP).
Per-project hub option C: dashboard hub with metric tiles + tool quick-launches.
Per-project hub option D: hybrid summary + tabs (Option A + C combined).