CoPilot Command Center

Open authenticated Staff commercial workspace (service-area eligibility is not delivered there)

Staff access

Not signed in.
Staff access administration is unavailable until signed in with tenant_staff.manage.
Invitation delivery is deferred; raw tokens remain in controlled local/bootstrap boundaries.

Security controls

MFA and security history controls require a current staff session.

Platform Website technical SEO

Platform-only local artifact observation. This does not grant tenant, provider, deployment, or production authority.

Website directory

50 Websites per page. Select a Website to load its canonical detail; observations remain explicit.

Directory not loaded.

Ready to create a platform Website.
No canonical Website selected.
No observation loaded.

Create Customer

Ready to create a Customer.
Not read.

Customer lookup

Exact Customer profile lookup through the generated Customer query API.

Not opened.
Not queried.

Active Customer directory

Browse the canonical non-archived Customer directory.

Not loaded.

Customer lifecycle queue

View one exact canonical Customer lifecycle status.

Not loaded.

Customers by tag

Select one tenant-visible tag and find Customers with an active assignment.

Ready to create a reusable Customer tag.
Load and select a Customer tag to rename.
Not queried.

Tagged lifecycle queue

View Customers with one exact active tag and lifecycle status.

Not loaded.

Service types

Browse canonical tenant Service Type definitions.

Ready to create a Service Type.
Not loaded.
No ServiceType selected.
Select a canonical ServiceType to edit.
Select a canonical ServiceType.

Service plans

Browse canonical tenant Service Plans and their Catalog commercial frequency.

Add included Service Types from the bounded Service Type directory above.

Select at least one Service Type for a new Service Plan.
Not loaded.
No ServicePlan selected.
Select a canonical active ServicePlan to edit.
Select a canonical ServicePlan.

Price books

Browse canonical tenant Price Books. Currency is identity only; this view contains no prices.

Ready to create a Price Book.
Not loaded.
No PriceBook selected.
Select a canonical active PriceBook to edit.
Select a canonical PriceBook.

Service plan prices

Browse immutable effective-dated Catalog price history. All amounts are shown as integer minor units.

Select a canonical active Price Book.

Select a canonical active Service Plan.

Select both canonical active parents.

Select a canonical Price Book.

Select a canonical Service Plan.

Select both canonical parents.
No resolved ServicePlan price version.
Not loaded.
No ServicePlan price version selected.

Service plan discounts

Browse canonical percentage discount definitions. Values are shown as integer basis points; effective-through dates are inclusive.

Select a canonical active Service Plan.

Select a canonical active Service Plan.
Not loaded.
No ServicePlan discount definition selected.
Select a canonical ServicePlan discount definition.

Tax definitions

Browse canonical tax-definition history. Rates are shown as integer basis points; effective-through dates are inclusive.

Ready to create a Tax Definition.
Not loaded.
No Tax Definition selected.
Select a canonical active Tax Definition to edit.
Select a canonical Tax Definition.

Billing accounts

Browse canonical provider-independent Customer/currency billing anchors. This view contains no balances, invoices, payment methods, charges, or provider data.

Ready to create a Billing Account.
Not loaded.
No Billing Account selected.

Draft invoices

Inspect one exact canonical non-posting Draft Invoice. Amounts are integer minor units.

Ready to create a single-line Draft Invoice.
Not loaded.
Not loaded.
No Draft Invoice loaded.
Load an eligible Draft Invoice to issue it.

Invoice Issue attempt evidence

Not loaded.
Not loaded.
No Invoice Issue attempt loaded.

Payment evidence

Payment directory

Not loaded.

Exact Payment evidence

Inspect one exact immutable Payment by opaque ID. This view does not join or recalculate financial evidence.

Not loaded.
No Payment loaded.

Payment Attempt directory

Not loaded.

Exact Payment Attempt evidence

Inspect one exact immutable Payment attempt and outcome by opaque ID. This view does not retry or reinterpret financial evidence.

Not loaded.
No Payment Attempt evidence loaded.

Payment Posted Event evidence

Inspect one exact immutable Payment.Posted event by opaque ID. This is not a generic outbox viewer.

Not loaded.
No Payment Posted Event evidence loaded.

Invoice Void evidence

Invoice Void directory

Not loaded.

Exact Invoice Void evidence

Inspect one exact immutable InvoiceVoid by opaque ID. This view does not join or recalculate financial evidence.

Not loaded.
No Invoice Void loaded.

Invoice Void Attempt directory

Not loaded.

Exact Invoice Void Attempt evidence

Not loaded.
No Invoice Void Attempt evidence loaded.

Invoice Voided Event evidence

Not loaded.
No Invoice Voided Event evidence loaded.

Customer subledger entry evidence

Inspect one exact immutable posting entry by opaque ID. This view does not calculate a balance.

Derived Billing Account balance

Not loaded.
No customer-subledger balance loaded.
Not loaded.
Not loaded.
No customer-subledger entry loaded.

Service agreements

Browse canonical commercial agreement history. Cadence is commercial frequency only, amounts are integer minor units, and effective-through dates are inclusive.

Ready to create a Draft Service Agreement.
Not loaded.
No Service Agreement selected.
Select a canonical Draft Service Agreement.
Select a canonical Active Service Agreement.
Select a canonical Active or Paused Service Agreement.

Materialized Appointments

View only canonical Appointments already materialized in Scheduling. This is not a complete generated schedule.

Enter an explicit date window and load.

Field Operations handoff

Select one validated canonical Appointment above, then explicitly check or create its immutable Field Operations work item. Selection alone performs no request.

No canonical Appointment selected.
Select a canonical Appointment.
No Field Work Item loaded.

Scheduled Field Work

View existing Field Operations identities and canonical execution progress for Appointments in one explicit local-date window. Arrived is the authoritative start of service; no separate Service Started state exists.

Enter an explicit date window and load.
Create an unassigned daily Route

Select Scheduled work for one explicit date. Selection order becomes the immutable stop order.

    Choose a date and explicitly select Scheduled work.

    No Route created.
    Saved daily Routes

    Load one date to find and reopen recorded Routes.

    Choose a date and load Routes.

    No Route selected.

    Stop details

    Names and addresses are current. Service quantities come from the Agreement snapshot.

    Open a Route to load stop details.

    Route execution progress

    Open a Route to load progress.

    Route findings

    Open a Route to load findings.

    No exact Field Work Item selected.
    No exact Field Work Item loaded.

    Terminal Execution Evidence

    Load one exact Field Work Item.
    No terminal execution evidence loaded.

    Customer Notification Obligations

    Load one exact Field Work Item.
    Load one exact Field Work Item.
    No Enroute fact loaded.
    A canonical Enroute fact is required.
    No Arrival fact loaded.
    A canonical Arrival fact is required.
    A canonical Arrival fact is required.
    No Completion fact loaded.
    A canonical Arrival fact is required.
    No Service Exception outcome loaded.

    Daily Field Execution

    Current operational truth for one explicit Scheduling service date, with current canonical Customer and Service Location context. Durations are neutral observations from canonical execution timestamps, not performance grades or service history.

    Select one explicit service date.
    No daily totals loaded.

    Daily Field-Work Notification Obligations

    Inspect whether Communications recorded provider-independent notification obligations for the canonical Field Work items on the selected date. Recorded obligation evidence is not evidence that a message was composed, sent, delivered, or seen.

    Select one explicit service date.

    Daily Dispatch Board

    Inspect one explicit service date using bounded scheduled work, current execution evidence, canonical customer/service context, and saved Route membership. This read-only prerequisite does not assign workers, optimize, publish, or mutate scheduling truth.

    Select one explicit service date.

    Recurrence Rules & Window Materialization

    Select a canonical RecurrenceRule, enter one explicit window of at most 90 days, and deliberately materialize its Appointments. Nothing is generated automatically.

    Load tenant RecurrenceRules explicitly.
    No RecurrenceRule selected.
    Select a rule and enter an explicit date window.

    Recurrence window coverage

    Explain each mathematically projected date as Materialized, Excluded, or Unmaterialized. This does not describe service completion.

    Select a rule and enter an explicit date window.

    Explicit occurrence exclusion

    Exclude one valid occurrence only before an Appointment exists. This does not cancel or reschedule work.

    Select a rule and enter one explicit occurrence date.
    No exclusion recorded.

    Notification Templates

    Create and inspect immutable, literal en-US template versions. Creating a version records content only and causes no customer communication.

    Select a notification purpose.
    No immutable template version selected.
    Load one exact purpose first.

    Active Template Selection

    Explicit activation selects one current version for future obligation resolution only.

    Load one exact purpose first.

    Resolve Notification Obligation Template

    Resolve current configuration without sending or changing the obligation.

    Enter one exact obligation ID.
    No obligation template resolved.

    Resolve Eligible Recipients

    Eligibility identifies ContactPoint/channel evidence only. It does not create or deliver a message.

    Enter the exact obligation ID above.

    Materialize Outbound Messages

    Create immutable provider-independent message evidence for currently eligible recipients.

    Enter the exact obligation ID above.
    Materialize an outbound message first.

    Messaging inbox

    Browse the tenant's shared canonical inbound SMS Conversations by explicit inbox lifecycle. This view does not imply unread, priority, or assignment state.

    Search Active and Archived Conversations by Customer name or at least four phone digits.

    Not loaded.

    New Message

    Select a canonical Customer and phone contact. Recording does not send an SMS. Eligibility is checked by the server.

    Select a Customer and phone contact.

    Selected Conversation thread

    No Conversation selected.

    Record staff reply

    Recorded replies are not sent or queued. Display order is not causal or provider order.

    Select an eligible matched Conversation.
    Select a recorded reply to inspect delivery authorization.

    Reply SMS attempt

    Select a recorded reply to inspect its SMS attempt.

    Conversation lifecycle

    Select a recorded initial message to inspect delivery authorization.
    Select a recorded initial message to inspect its SMS attempt.

    Select an accepted SMS attempt to inspect provider reports.

      No Conversation selected.