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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Start the guided workflow

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
Badlands Utility Services High · 100

Avetta, Customer Portal, ISNetworld

Package progress 0%

Package progress: 0 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.

8 items still need attention

Signals

2 expired · 0 expiring soon · 6 waiting signals · 6 stale · 2 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 Badlands Revised COI
Follow-up overdue by 12 days.
Request item: Resubmit revised COI for Badlands

Major factors

Additional factors
2
Metro Quarry Operations High · 100

CogniBox, Contractor Compliance

Package progress 0%

Package progress: 0 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.

8 items still need attention

Signals

0 expired · 1 expiring soon · 6 waiting signals · 6 stale · 2 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.
Check with internal team about Metro Quarry Safety Program Summary
Follow-up overdue by 10 days.
Request item: Upload customer-specific safety program summary

Major factors

Additional factors
3
Chevron Contractors High · 99

Avetta, CogniBox

Package progress 0%

Package progress: 0 accepted/not applicable of 2 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.

7 items still need attention

Signals

1 expired · 1 expiring soon · 5 waiting signals · 5 stale · 2 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 employee about Site Access Orientation Log
Follow-up overdue by 10 days.
Request item: Provide current site orientation roster

Major factors

Additional factors
4
Red Mesa Utilities High · 99

Customer Portal, ISNetworld

Package progress 17%

Package progress: 0 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.

6 items still need attention

Signals

1 expired · 0 expiring soon · 5 waiting signals · 5 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 11 days.
Request item: Submit current employee roster for Summit Field Services Field Crew

Major factors

Additional factors
5
Summit Industrial Maintenance High · 98

Contractor Compliance

Package progress 0%

Package progress: 0 accepted/not applicable of 1 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.

5 items still need attention

Signals

1 expired · 0 expiring soon · 4 waiting signals · 4 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 customer about Signed MSA
Follow-up overdue by 11 days.
Request item: Return signed MSA

Major factors

Additional factors

Workflow risk

Customers at Risk

Blocked work

Stale Waiting

View all
Badlands Revised COI

Badlands Utility Services · Waiting on Broker since Aug 22, 2026 · Follow up Aug 31, 2026

Expired version is on file. Broker has the request and the update is still pending.

Waiting Medium Attention
Certificate of Insurance

Northline Energy · Waiting on Broker since Aug 24, 2026 · Follow up Sep 1, 2026

Coming due soon. Broker has the request and the update is still pending.

Waiting Medium Attention
Employee Training Roster

Red Mesa Utilities · Waiting on Platform since Aug 24, 2026 · Follow up Sep 1, 2026

Portal review is still pending.

Waiting Medium Attention
Signed MSA

Summit Industrial Maintenance · Waiting on Customer since Aug 24, 2026 · Follow up Sep 1, 2026

Not received yet. Customer legal team is reviewing the packet.

Waiting Medium Attention
Employee Training Roster

Red Mesa Utilities · Waiting on Employee since Aug 25, 2026 · Follow up Sep 1, 2026

Expired version is on file. Updated information has not been received.

Waiting Medium Attention
Metro Quarry COI Endorsement

Metro Quarry Operations · Waiting on Broker since Aug 26, 2026 · Follow up Sep 1, 2026

Coming due soon. Broker has the request and the update is still pending.

Waiting Medium Attention
Badlands Portal Recertification

Badlands Utility Services · Waiting on Internal Team since Aug 27, 2026 · Follow up Sep 1, 2026

Not received yet. Renee is confirming two profile answers from operations and safety.

Waiting Medium Attention
Annual Safety Statistics Report

High Plains Environmental · Waiting on Internal Team since Aug 28, 2026 · Follow up Sep 1, 2026

Coming due soon. Internal team is still preparing the update.

Waiting Medium Attention
Site Access Orientation Log

Chevron Contractors · Waiting on Employee since Aug 28, 2026 · Follow up Sep 2, 2026

Not received yet. Three employee records need completion dates.

Waiting Medium Attention
Badlands Training Roster

Badlands Utility Services · Waiting on Employee since Aug 29, 2026 · Follow up Sep 2, 2026

Coming due soon. Employee records are still being gathered.

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 39 follow-ups due 9 documents in attention window

No recent document changes found.