Metrics should reconcile back to the records behind them. Missing cost or cohort inputs should say not available rather than fabricate a result.

Reports & operating signals

Turn canonical jobs, ledgers and partner outcomes into decision-ready reports with scope, freshness and denominator definitions.

  • Agency activation and job health
  • Stock, wallet and cash reconciliation
  • Services Partner fill and procurement conversion
  • Scoped CSV/PDF exports

How the workflow connects

Each step stays visible, accountable and linked to the originating work record.

Define the policy

Configure the rules, scope, ownership and evidence expected for this workflow.

Use the record

Keep the action tied to a customer, job, resource request or settlement.

Review exceptions

Make failed, pending, disputed and unavailable states visible.

Improve the loop

Use reconciled history to guide the next operational decision.

Connect this workflow to your operation

See how the operating model can be configured around your people, branches, policies and service promise.