Cassus Media · See It Running

Drag a job into another column. On a phone, tap a job then tap the column you want it in. Each move fires the thing that stage is supposed to do, and it shows up in the activity list underneath.

Drop a job in Invoiced and it appears on the follow-up tab.

What happened

These are your rules, so change them. Then run the weeks and watch your own rules play out against the invoices.

Follow-up rules

First reminder at days overdue, by

Then every days after that

Escalate to a person at days overdue

Stop chasing after days

Week 0

Type it once. Nobody retypes it.

This is the form a customer fills in, or the shape of what gets captured when one calls. Fill it in and submit it.

Watch what happens: it gets sorted by urgency, routed to whoever should own it, and it turns into a real job on the board on the first tab. Nobody copies it anywhere.

Try this Put something urgent in, submit, then go back to the job board and look at the first column.

enquiry form

Customer name

What do they need

How soon

Rough value

Where from

Not a video. Actually move things around.

What happened

Follow-up rules

Type it once. Nobody retypes it.