WF
Workfloor · Prevail
Live · pre-rollout testing
Open a surface
🎯
Agent WorkspaceToday's visits · status · breaks
↗ 🧭
Senior ConsoleDistribute · investigate · presets
↗ 📊
Reports LedgerClient · Management · Team · Posting
↗

Workfloor

One place to distribute the day's work, run it as it happens, and generate the monthly reports automatically — built for the Prevail team.

11
Processes tracked
4
Report types
1
Quarterly database
Before Workfloor — done by hand
×
Seniors filter & sort raw GoRev exports, then hand out visits manually each day, one process at a time.
×
No live view of who started what, who's on break, who's off, or what's complete.
×
The monthly attendance + productivity report is assembled by hand from several exports.
With Workfloor
✓
Upload each export → auto filter/sort by process → distribute to present agents, save, repeat — with Pull Back to undo a process if something's wrong.
✓
Agents see only today's visits; start/complete/break/days-off all tracked automatically.
✓
The quarter's data lives in one database → all four monthly reports generate from it directly.
The three surfaces
🧭
Senior Console

Upload each day's exports, set who's in, distribute every process — TDIs, Plan Reviews, NSA, New Payment Received, Arb, CMS Offers, Determinations, or a custom "Other" process. Save presets, accumulate saves through the day, pull back a process if needed. Investigate any visit across the quarter.

Open console →
🎯
Agent Workspace

Sign in by name, see only today's visits, copy-to-start, mark Completed / Inquiry / Ineligible, take a break — all tracked. Excel-style column filters and auto-refresh keep the list current without a reload.

Open workspace →
📊
Reports Ledger

Four report types from the same data — Client (full productivity + attendance), Management (one summary tab), Team (one senior's direct reports), and Posting (accounts/checks/payments) — each a styled .xlsx, built entirely in the browser.

Open ledger →
Where we are
✓
Foundation — design system, all three frontends, data model from real exports, backend, quarterly database. Done.
✓
Live — deployed on the company Google account behind Cloudflare Pages, real roster loaded, agent workspace running. Done.
✓
Assignments workbench — every process distributes (incl. custom "Other"), presets, accumulate-on-save, Pull Back, Excel-style Review filters, facility-coherent splitting. Done.
✓
Reports — Client, Management, Team, and Posting reports all generate from the live database. Done.
●
Pre-rollout hardening — local version control, write-locking on every backend save, and surfacing errors instead of failing silently are done; Days Off capture now logs automatically. Auth model and demo-controls removal still ahead of stakeholder rollout.

Runs free on the company Google account · agents just type their name, no logins · nothing to install.