SLServiceLaneCapacity Manager

CRM Overview Capacity Manager Ops Memory New Project CRM Builder

Product lens

Not a generic to-do list. This board protects capacity across sales, operations, and customer service.

Task Manager

Capacity Manager

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New Tasks

Fresh tasks, AI suggestions, and anything that needs to be assigned.

Task detail

Halifax Airport Project

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

Watchdog next moveKeep the message short, include the customer/project context, and record the outcome after contact.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Task detail

Upload drawing/photo package to project

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Task detail

Prepare accounting handoff package

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Task Started

Someone owns it and work is actively moving.

Task detail

Owner review: price exception before quote goes out

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveDraft a short follow-up for WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: confirm they received the quote and ask what they need to approve it.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Task detail

Crew lead to confirm morning arrival window

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Task detail

Call customer and confirm quote approval

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveDraft a short follow-up for WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: confirm they received the quote and ask what they need to approve it.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Task detail

Schedule site visit and assign field crew

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveConfirm the appointment window for WOR-01001-DOCUMENT-UPLOAD-VERIFICATION, including address, access notes, and who will be on site.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

In Progress

Active work that needs attention before it can move forward.

Task detail

Assistant watchdog: open promise check

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskWaiting on someone or something before work can move.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Completed

Closed items with accountability history.

Task detail

Confirm selections before production starts

Everything the card was hiding: notes, capacity risk, project context, ownership, and status.

Task title Business function Linked project Accountable owner Task type Priority Status Due date Contributors

Capacity riskOverdue item is consuming owner/team attention.

WOR-01001-DOCUMENT-UPLOAD-VERIFICATION · Document Upload Verification · Upload Test · 8 file(s)

Watchdog next moveKeep this tied to WOR-01001-DOCUMENT-UPLOAD-VERIFICATION: make the next action clear, short, and assigned to one owner.

Context / why it matters Blocked by / capacity risk Notes / work history Add new note

Create capacity task

Use this for project work or general company operations — insurance renewals, equipment, accounting, customer updates, crew handoffs, quote follow-ups.

Task title Business function Link to project Accountable owner Task type Priority Status Due date Contributors Owner is accountable. Contributors are involved. Context / why it matters Blocked by / capacity risk Notes / work history

Why this is different

ServiceLane is not trying to help contractors look for work. It helps them handle more work without chaos by making ownership, blockers, promises, and handoffs visible.

Next hardening pass: document upload on standalone tasks, recurring tasks, notifications, permissions, and richer drag/drop ordering.