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

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.

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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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Showing My Focus ×

Start here

Today’s Focus

0

No customer risk signals are active right now. Weirdly peaceful. Suspicious, honestly.

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.

No recent document changes found.