One customer record from first signal to finished work.
Version 0.36 connects the relationship, commercial history, schedule, money, delivery, mobile field state, and authority trail in one local workspace. The Command Queue opens the exact record behind each priority, while the customer file preserves the whole story.
Every priority has a source. Every consequential action has an owner. Every completed loop leaves evidence.
01 / UNIFIED CUSTOMER FILE
The relationship is the workspace.
Contacts, leads, messages, appointments, and active sales context
Quotes, invoices, payments, statement matches, and receivables aging
Approvals, delivery work, closeout evidence, and operating events
A chronological timeline that keeps decisions beside the records that caused them
02 / EXACT-RECORD QUEUE
Priority becomes action.
Mine, Team, and Waiting lanes separate ownership
Open the customer, invoice, message, approval, appointment, or delivery record directly
Safe quick actions remain distinct from consequential human gates
03 / MONEY IN CONTEXT
From scope to reconciliation.
Quote, invoice, payment, ledger, and aging stay connected
CSV, OFX, and QFX statements import locally with duplicate protection
Suggested matches require a person to confirm, categorize, exclude, or undo
CLOSED-LOOP OPERATIONS
Automation carries context—not authority.
Deterministic transitions prepare the next piece of work and preserve why it exists. External sends, commitments, and money movement remain explicitly controlled.
01
Quote accepted
A draft invoice is prepared from the accepted scope. Issuing it remains a deliberate action.
02
Invoice opened
Collection work appears with its source and closure rule instead of disappearing into a separate list.
03
Payment confirmed
Collection evidence closes and delivery work opens without losing the commercial chain.
04
Recurring plan due
An idempotent invoice draft is created once; review and issue stay inside normal authority gates.
Keep the customer journey intact.
Run the current Windows preview locally, or map your first owned operating loop with Obtuse AI.