CNC finance and cash controls
Receipts, independent approval, approved allocation, customer subledger, adjustments, deposit/statement matching, handover and daily close.
Source documented · live validation pendingSoftware updates / Phase 2 Task 84
See what is changing in FieldPro.
CNC, internal communication, private-file recovery, manager approvals and operational incident accountability now have expanded source-grounded documentation.
Reviewed 31 October 2026
Source features and live availability are separate.
These additions are documented from the cumulative software source through Task 84. They expand the existing product scope; they do not establish a completed live rollout.
Collection fieldwork and customer follow-up
Routes, visit outcomes, targets, incentive proposals, promises, disputes, follow-ups, campaigns and consent history.
Source documented · live validation pendingControlled notification foundation
Queue attempts, provider configuration, credential rotation, recovery requests and provider-event foundations; live outbound integration remains separate.
Source documented · live validation pendingMember-only chat
Company threads, text messages, incremental polling and personal read cursors.
Source documented · live validation pendingExternal company email foundation
Domain verification, mailbox ACL, stored inbox, drafts, queue and a disabled-for-live SMTP transport path.
Source documented · live validation pendingOffice Mail and private attachments
Direct employee mail, department routing, internal notices and restricted private attachment access.
Source documented · live validation pendingAttachment governance
Retention previews, legal holds, company quotas and two-person cleanup review. Review does not delete files.
Source documented · live validation pendingControlled backup and recovery
Attachment backup verification, restore approval, isolated execution, reconciliation, independent release and one-time download grants.
Source documented · live validation pendingSecurity response and department escalation
Download-event review, incidents, SLA policies, active department assignments, five-level internal escalation and response accountability.
Source documented · live validation pendingManager decisions and approval workspace
Formal manager roles, independent approval, rejection/rework, protected dashboard, audit chain and scoped export.
Source documented · live validation pendingQueue search and safe reassignment
Paginated filters, bounded bulk follow-up, department analytics, advisory workload and controlled reassignment history.
Source documented · live validation pendingSLA policy and scheduled internal notices
Company policy, overdue review monitoring, filtered personal notices, department reporting and worker run history.
Source documented · live validation pendingWorker health, warnings and response
Sanitized failure records, health rules, trends, acknowledgments, scheduled internal warning events and response-SLA reporting.
Source documented · live validation pendingIncident owner and assignment inbox
Manual assignment, resolution/reopen, transactional recipient notices and repeat-state checks.
Source documented · live validation pendingIndependent resolution review
Approve or reject a submitted manual resolution, prevent self-review and preserve reviewer decisions.
Source documented · live validation pendingSupervisor rights and department accountability
Explicit review permission without automatic grants, company-owned department mapping and department incident reporting.
Source documented · live validation pendingWho owns the next action?
| Responsibility | Documented workspace | Access condition |
|---|---|---|
| Company administrator | Company policy, departments, operational dashboards and incident assignments | Authorized company administration; tenant scope remains enforced. |
| Formal department manager | Assigned follow-up, review, independent decision and eligible reassignment | Active department membership, formal manager assignment and applicable permission checks. |
| Authorized supervisor | Independent health-resolution review | Explicit health.incidents.review grant; no automatic role grant. Current dashboard reads still require company.update. |
| IT operations | Private storage, backup/recovery execution and worker monitoring | Separately authorized duties, private storage and configured CLI schedules. |
| Employee / recipient | Internal office inbox, permitted chat and personal notices | Company identity plus recipient, thread or department membership. |
Rollout boundaries.
- Live database migrations, authenticated browser workflows and production security tests are not established by the reviewed package.
- Approval and health workers require separately configured CLI scheduling; in-app notices are distinct from SMS, WhatsApp, external email and mobile push.
- Manual health incident resolution and supervisor approval do not repair a failed scheduled job or change its monitored recovery state.
- The public website remains a product guide. Working ERP sessions, app binaries and community authentication are separate deliverables.
Start with your businessMap your teams.
Map your teams.
Connect your workflow.
Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.