Assignment & scheduling
Pick the days, assign the investigators, set each day’s role and its recommended start time. A day owns the time zone it is worked in — the server derives it from the worked address, and a manager can override it.
Admin work
The client’s instructions as fields, not an email thread.
Client and insured, the claim, the loss date, the surveillance order, the point of contact and the client’s own directives are captured once and stay correctable. Every document the case produces reads them from there.
Case facts
The intake record, on its own page, corrected as often as the client changes their mind.
Administration
Close, restore or delete the case, with the case’s own numbers and its time and travel totals beside them.
Three jobs, three pages
A manager scheduling a day should not scroll past Delete.
Scheduling is weekly work. Case facts are corrected occasionally. Administration is rare and some of it cannot be undone. They are three pages because they are three jobs with three rhythms.
Travel and mileage are typed, not tracked
No GPS, no travel timer, no movement history. A tracker was built and then removed, because it served a wish to watch investigators rather than the work they do. Minutes and mileage are entered with the day’s facts, the way they go on an invoice.
The Board: milestones only
The case’s account of what happened and what was delivered. It admits milestones and nothing else, so it stays readable instead of becoming an activity feed nobody opens.
Around the case
The team roster, the agency’s report profile and branding, timecards across a two-week period, and the agency’s own KPIs.
Seats, and no self-signup
Every role costs the same. Accounts are created by the agency, and access to the product is by request — there is no public sign-up form.
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