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Help Center

Daily Briefings

See the jobs Kai caught for your team

Kai saves every service call and every rental request as a briefing. Your team checks it here before anything is promised.

Kai handing off a job to your team

2 tabs

Needs Action, All

Needs Action shows jobs still waiting. All shows every job, done or not.

6 statuses

One-word badges

Each briefing shows one word, like Saved or Confirmed.

1 phrase

Ask by phone

Say "any dispatch?" to Kai. He reads the open ones out loud.

Step by step

Open Daily Briefings and check what is waiting.

  1. 1

    Open Daily Briefings

    Find it in the side menu.
  2. 2

    Check Needs Action first

    It shows jobs still waiting on your team.
  3. 3

    Tap a card to read it

    See the name, phone number, and what Kai wrote down.
  4. 4

    Confirm the job yourself

    Check your team, your calendar, or your booking system before you promise it.
  5. 5

    Switch to All to see everything

    This tab shows every job, done or not.
  6. 6

    Or just ask Kai

    Call him and say "any dispatch?" He reads the open ones out loud.
Tap Refresh at the top of the screen to pull in new briefings right away.

What you see

Each briefing shows one status word.

Missing detail

Kai still needs one thing, like the address or the date.

Saved

A normal job. Your team can check it any time.

Queued

An urgent job. Check it fast.

Needs confirmation

No one has checked this yet. Do not promise it.

Confirmed

Your team or system checked it. It is real.

Failed

Kai could not save it. Look up the call by hand.

Before you promise anything

Kai captures a job. Your team confirms it.

Kai never says a crew, a route, or an item is confirmed on his own. Only your team or your booking system can confirm a job.

What Kai says

  • “I saved this for your team to check.”
  • “I sent this over for review.”
  • “Someone will confirm it before it is booked.”

What Kai will not say (until you confirm it)

  • “Your crew is booked.”
  • “That item is set aside for you.”
  • “Your rental is confirmed.”

Fix it

If something looks wrong

Nothing shows up here

Kai only saves a briefing when a caller asks for a job, a visit, or a rental. Try asking him "any dispatch?" by phone too.

A status says Failed

Kai could not save that briefing. Open Call History and check the call by hand.

You're not sure a job is real

Never treat a briefing as booked. Wait for your team or your booking system to confirm it.