Owner / Admin Command Center
Miller HVAC — operations overview
Today’s Attention
Open Jobs
6
Needs Scheduling
1
Approval Needed
4
Techs Active
1
Parts Hold
1
Follow-Ups
4
Customer-facing actions require approval.
What Syntra Would Tell the Owner
Good morning, Sarah. You have 3 active jobs today, 1 callback needing attention, and 1 item requiring owner review. Thomas Brown's callback repair needs approval before the tech visit. Emily Foster is waiting on a blower motor — parts are delayed. David Kim's heat pump quote follow-up is overdue. No external messages have been sent — all drafts and scheduling changes await your approval.
Active Jobs
3
Approvals Waiting
1
Follow-Ups Due
4
Risks
4
Recent Activity
Syntra summarized today's service risks for Miller HVAC
Service Business AgentJust now
Customer follow-up draft prepared for David Kim (heat pump quote)
Service Business Agent30m ago
Scheduling risk flagged: John Davis double-booked Thursday
Service Business Agent1h ago
External action blocked pending approval — no messages sent
Service Business Agent2h ago
Quick Actions
Pilot Safety
- External customer messages require approval
- Calendar/scheduling changes require approval
- Invoices and payment requests require approval
- Prepared Work Queue items are review-only until approved
- Workspace data stays isolated
- Connected accounts use least privilege
- Activity history tracks all decisions
- No real external action in demo mode
3-Minute Demo Path
- 1Start with “What Syntra would tell the owner”
- 2Walk through Job Pipeline — show jobs needing attention
- 3Open a customer follow-up — show Approval Required badge
- 4Prepare owner review
- 5Open Service Business Work Queue — show item waiting
- 6Show approval-required item and safety note
- 7Return and show Activity History / audit trail
- 8Explain: no external message, invoice, payment, or schedule change until approval