Daily Operating View
Katys Dashboard
This dashboard is built around how you actually operate: close loops, protect proof, keep billing moving, keep tickets from aging, and make documentation strong enough to survive later questions.
Blue Streak PM
Work Order Snapshot
A quick PM view of your Blue Streak jobs, based on the tracker, active ticket workbook, and folder flow you already use.
Total Jobs
-
Working
-
Pending
-
Ticket Sheets
-
Loading PM snapshot...
The dashboard will fill this panel from the Blue Streak PM data file after the page loads.
Now
3Lumen billing follow-through
Push proof-complete billing packages inside Managing Wisely\BILLING_LUMEN so nothing stalls in revision loops.
billingprooffollow-through
Active ticket and status tracking
Use the Next Level ticket files as your live status memory and prevent anything from aging without a real next action.
ticketsstatusclosure
811 / locate support
Keep locate workflow, mapping, build prints, and your AI helper aligned so field work and documentation tell the same story.
811mapscloseout
Next
4Finish billing packages
Make production, invoice, bore log, and backup all agree before anything gets treated as final.
Convert tracked work into action
Review ticket files and move each one into done, blocked, waiting, or next-step territory.
Tighten closeout notes
Keep notes specific enough to defend later, especially when work spans front, side, rear, crossing, or exception areas.
Clean renewals
Work the Highlands and renewals files before they quietly become a stale pile of partial follow-up.
Waiting
3Updated backup or revisions
Anything blocked on refreshed production sheets, corrected versions, or missing support lives here until proof catches up.
Invoice support gaps
Billing items with a draft invoice but incomplete backup should stay visible instead of blending into “almost done.”
Fuzzy closure items
Ticket-related work that has status but not real closure needs to be called out, not assumed safe.
At Risk
4Revision drift
Invoice, production sheet, and backup can slip out of sync faster than they look.
Aging tickets
Tracked items can sit in spreadsheets without anyone choosing the next irreversible move.
Weak closeout detail
If the note is vague now, it will be expensive later.
Fragmented evidence
Your work lives across spreadsheets, PDFs, maps, images, and email fragments, so context can split if not gathered deliberately.