Review

What it's for

Review is the office decision queue for work that must stop until a person acts — or, for read-only lanes, until someone opens the record. It is one ranked queue across every connected source, not a tab per source. A bare /review shows the whole queue; the source picker filters it in place.

Reach it from Review in the sidebar or the Review phone tab, at /review.

Tabs

The screen has no tabs. Sources is a filter popover. It lists every connected lane with a live count, and toggling a lane narrows the queue without reloading the page. With no filter, the header reads Sources · all. Coverage copy on the page reports how many of the ten approved Review sources are connected (today: all ten).

The picker lanes, in order: Prebill, Equipment risk, Emergencies, Unscheduled, Unassigned, Past terms, Line items, Purchase orders, Paperwork, Past promised, Call intake.

Panels and controls

• Search matches the row's title, reason, source label, branch name, or branch code. The search label follows the filtered source (for example Search prebill review when only Prebill is on).
• Rules and bounds opens Automations rules. Review does not replace Automations activity or history.
• Each ranked row shows the held amount (when the source is money), owning branch, date it entered Review, and the update snapshot that protects the decision from stale data.
• Decide actions exist only on sources that carry a command:
  • Prebill — Approve and send (highest-ranked row is emphasized).
  • Line items — Approve line / Reject line.
  • Purchase orders — Approve order / Reject order. Every other lane is read-only: the row offers an Open … action to the record (job, equipment, invoice, call) instead of a decide button.
• A successful decision removes the row. A rejected or stale command leaves the row in place and explains the failure — another process changing the approval or invoice is refused rather than approving different data from what was shown.

What it accepts

The queue does not create records. Items arrive from each connected source, and the screen accepts a source filter, a search query, or (on decide lanes) an approval decision.

How to configure it

Use Automations → Rules for the rules and bounds that produce review work. The Review screen itself has no configuration controls.

Prebill invoices that still need office sign-off also appear from the invoice record; line-item discounts still have their own Approvals list, which links into this queue.

Who can see it

This screen sits behind the Review area.

Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.

The full role matrix is on Roles & permissions.