Sidecar Public demo · sample data
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Daily focus

Today

Start with the customers most likely to need attention based on waiting items, due dates, open tasks, and document status.

Today answers What should I do first? Need the full backlog instead? Open All Work.

Workflow risk Workflow Risk Workflow Risk is Sidecar’s internal priority score for deciding which customers need attention first. It considers missing items, waiting work, upcoming expirations, open tasks, and follow-up timing. It is not a compliance or approval score. is an internal priority score, not a compliance score. Document urgency uses the 45-day expiration window. Tied scores are ordered by the urgency of the strongest current signal.

Grouped requests Stale waiting My Focus All Work

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Work through a realistic request-to-resolution scenario inside the demo so you can see how Today, Customer Detail, Waiting On, Email Intake, and Activity History stay connected.

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Today’s Focus

5
1
Red Mesa Utilities High · 89

ISNetworld

Package progress 67%

Package progress: 2 accepted/not applicable of 3 required Package Progress Package Progress uses the same required-item calculation shown on Customer Detail. It gives full credit for Accepted or Not applicable items and partial credit for Submitted items. Ready and waiting items still need review or submission. Attention priority is shown separately.

3 items still need attention

Signals

1 expired · 0 expiring soon · 2 waiting signals · 2 stale · 1 open task

Operational Focus Operational Focus Operational Focus is the most important thing to review for this customer right now. Sometimes it is an action. Sometimes it means monitoring a waiting item until its follow-up date.
Follow up with employee about Employee Training Roster
Follow-up overdue by 32 days.
Request item: Upload updated employee training roster for Summit Field Services Field Crew

Major factors

2
Chevron Contractors High · 72

Avetta

Package progress 83%

Package progress: 2 accepted/not applicable, 1 submitted of 3 required Package Progress Package Progress uses the same required-item calculation shown on Customer Detail. It gives full credit for Accepted or Not applicable items and partial credit for Submitted items. Ready and waiting items still need review or submission. Attention priority is shown separately.

3 items still need attention

Signals

0 expired · 1 expiring soon · 2 waiting signals · 2 stale · 0 open tasks

Operational Focus Operational Focus Operational Focus is the most important thing to review for this customer right now. Sometimes it is an action. Sometimes it means monitoring a waiting item until its follow-up date.
Follow up with broker about Certificate of Insurance
Follow-up overdue by 27 days.
Request item: Revise COI endorsement wording for Blue Mesa Traffic Control LLC

Major factors

Additional factors
3
Northstar Pipeline Maintenance High · 70

Veriforce

Package progress 67%

Package progress: 2 accepted/not applicable of 3 required Package Progress Package Progress uses the same required-item calculation shown on Customer Detail. It gives full credit for Accepted or Not applicable items and partial credit for Submitted items. Ready and waiting items still need review or submission. Attention priority is shown separately.

3 items still need attention

Signals

1 expired · 0 expiring soon · 0 waiting signals · 0 stale · 1 open task

Operational Focus Operational Focus Operational Focus is the most important thing to review for this customer right now. Sometimes it is an action. Sometimes it means monitoring a waiting item until its follow-up date.
Review expired Certificate of Insurance for Apex Trenching LLC
Document expired by 13 days.

Major factors

Additional factors
4
Mesa County Facilities Medium · 69

Customer Portal

Package progress 25%

Package progress: 1 accepted/not applicable of 4 required Package Progress Package Progress uses the same required-item calculation shown on Customer Detail. It gives full credit for Accepted or Not applicable items and partial credit for Submitted items. Ready and waiting items still need review or submission. Attention priority is shown separately.

4 items still need attention

Signals

0 expired · 0 expiring soon · 0 waiting signals · 0 stale · 1 open task

Operational Focus Operational Focus Operational Focus is the most important thing to review for this customer right now. Sometimes it is an action. Sometimes it means monitoring a waiting item until its follow-up date.
Work on Collect onboarding documents
Task overdue by 30 days. Assigned to Maya Admin.

Major factors

Additional factors
5
Harbor Lift Services Medium · 56

Veriforce

Package progress 25%

Package progress: 1 accepted/not applicable of 4 required Package Progress Package Progress uses the same required-item calculation shown on Customer Detail. It gives full credit for Accepted or Not applicable items and partial credit for Submitted items. Ready and waiting items still need review or submission. Attention priority is shown separately.

4 items still need attention

Signals

0 expired · 0 expiring soon · 0 waiting signals · 0 stale · 1 open task

Operational Focus Operational Focus Operational Focus is the most important thing to review for this customer right now. Sometimes it is an action. Sometimes it means monitoring a waiting item until its follow-up date.
Work on Prepare Veriforce upload batch
Task overdue by 29 days. Assigned to Jordan Coordinator.

Major factors

Additional factors

Workflow risk

Customers at Risk

Blocked work

Stale Waiting

View all
Employee Training Roster

Red Mesa Utilities · Waiting on Employee since Jun 20, 2026 · Follow up Jun 27, 2026

Expired version is on file. Employee records are still being gathered.

Waiting Medium Attention
Certificate of Insurance

Chevron Contractors · Waiting on Broker since Jun 26, 2026 · Follow up Jul 2, 2026

Review is still pending. Broker is issuing the revised endorsement.

Waiting Medium Attention
Safety Questionnaire

Pine Valley Utilities · Waiting on Customer since Jun 26, 2026 · Follow up Jul 3, 2026

Portal review is still pending.

Waiting Medium Attention
Employee Training Roster

Skyline Mechanical · Waiting on Platform since Jun 27, 2026 · Follow up Jul 4, 2026

Portal review is still pending.

Waiting Medium Attention

Since yesterday

What changed What Changed What Changed summarizes recent workflow movement since your last review. These counts may differ from Waiting On or All Work because each section answers a different workflow question.

0 new waiting items 6 follow-ups due 2 documents in attention window

No recent document changes found.