Demo workspace — changes may be reset and should not be used for real customer data.
← Customers

Veriforce

Sagebrush Renewables

Regression-control account: recently clean customer with one new requirement that should pull it back into the work queue.

Tracking scopeCustomer-requested items and administrative follow-up
Customer actions
Export

Workflow status

Package progress 67%

Customer package status

2 of 3 required items are accepted.

  • 3required
  • 2accepted
  • 0submitted for review
  • 0ready to submit
  • 1missing / in progress
  • 2waiting

High attention · 83/100

  • 2 stale waiting items
  • 1 open task

Internal workflow priority only.
Not a compliance determination.

Why this customer is prioritized

Risk factors

Major factors are the main reasons this customer is prioritized today. Additional factors still contribute and can become major when they become overdue, stale, near expiration, or blocking work.

Internal follow-up

Tasks (1 open)

Team actions tied to this customer, platform, or document.

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Tracked files

Documents (1 attention)

Files and records that may satisfy requested items.

View all for customer
+ Link document
Sagebrush Lift Plan Roster

For Workspace / primary company · Veriforce · Training · No date · Replacement requested

+ Add task

Requested by: Maya Admin

Use this when the task must be finished before the customer package can move forward.

Follow up from requested item
Missing

Customer-requested requirements

Requested Items (1 active)

Package items the customer asked for. Link a document when a tracked file satisfies the request.

+ Add requested item

Use this when the customer is asking for a subcontractor, employee, or other party’s document.

Collect new lift-plan roster

Customer-requested · For workspace / primary company · Document: Sagebrush Lift Plan Roster · New work should pull this previously clean customer back into Today and All Work.

Resolution path: Status: Missing · Next: Follow up with employee · Latest related activity: none yet

Waiting on Employee since Sep 1, 2026 · Follow up Sep 4, 2026 · Victor is gathering the crew list for the new lift-plan requirement.

Follow up
Details
Show 2 accepted or not-applicable item(s)
Maintain accepted W-9

Customer-requested · For Miller Concrete LLC (Subcontractor) · W-9 · Recently clean package control item.

Edit item
Maintain accepted safety manual

Customer-requested · For workspace / primary company · Safety Manual · Recently clean package control item.

Edit item

Trust history

Recent Activity

Waiting on Employee: Lift Plan Roster

2026-09-01 14:05 · Jordan Coordinator · Victor is gathering the new crew list, so the previously clean customer should return to active work.

New lift-plan roster requested

2026-09-01 13:30 · Sidecar · Customer added one new roster requirement after the account had already looked clean.

Sagebrush package reviewed

2026-08-29 09:45 · Maya Admin · The account was clean after the quarterly review: accepted safety manual and W-9, no waiting items.

Customer setup · platforms and contacts

Manage platform assignments and request recipients when this customer setup changes.

Platform assignments

Platforms

+ Assign platform

Request recipients

Contacts

+ Add contact
Lila Stone

Customer · Primary · [email protected] · Renewables onboarding contact for newly added work.

Edit
Victor Ramos

Employee · Primary · [email protected] · Field supervisor gathering the new lift-plan roster.

Edit