The whole job lives in Canopy: prospect → walkthrough → proposal → dispatch → execution time → invoice → account follow-up. Kelly and management see the same board. The two buttons route and decide on it. Trace finds. Email sends. Canopy holds after she tags.
Same spine. Different jobs. Do not merge them.
Inherited from the segment spine. No second taxonomy.
Firm = account. Buildings = children. Occupiers optional under a building. Gift catalog, amenity, invoice, multi-building dispatch.
Specifier. Track projects referred. Not a maintenance contract. Peer, samples, get into the drawing.
One workplace, faster cycle. Never filed under Property.
Not an account. Awareness that feeds the pipeline.
Spine lock first — five named examples, who invoices vs dispatches, Odoo dump. Then three layers. Away View last, on a real book.
Accounts, command board, jobs.
Dispatch and execution time. Region + calendar, not a group text.
Two taps on the live board. Shippable Canopy.
They sit on the command board. They route and decide. They are not a second CRM.
Jobs already routed by region and calendar. One tap sends the crew.
The one or two calls that are actually the owner’s. Everything else already ran.
She glances. She names. That is the spec.
Client portal, live GPS, QuickBooks, two-way Odoo, email blasts, auto-create from Trace, holiday send, shop checkout, MOSCODE, AR, Botanica. Later, if she wants them.