BranchFlow

For administrators and new users

Help that drafts for you, and never decides for you.

Guided walkthroughs teach each role its own workflow. AI suggests wording, summaries and things worth a look, but a person applies every change.

What we can state plainly

Each line here is something the running system does today, not an ambition.

  • AI never changes priority, closes work, approves spend or makes a safety decision.
  • Suggestions are recorded, so you can see what was suggested and what was applied.
  • AI assistance can be switched off for the whole organisation by an administrator.
  • Walkthroughs are per role and can be restarted at any time.

How it works in practice

  1. 1

    Learn the role

    A walkthrough points at the real screen without dimming it.

  2. 2

    Draft faster

    AI tidies a report or drafts a resolution summary for editing.

  3. 3

    Ask a question

    Ask about your own recent operations in plain language.

  4. 4

    Apply deliberately

    Nothing takes effect until a person accepts it.

What you get

  • Role walkthroughs

    Separate guidance for branch staff, dispatchers, technicians and leadership.

  • Report tidy-up

    Turns a rushed report into a clear title, description and severity to review.

  • Resolution summaries

    Drafts what was done, the cause and the follow-up action.

  • Pattern flags

    Up to four things worth attention over the last thirty days.

The screens behind this page

Every entry names a real screen in the application and its state today.

  • /overviewAvailable today

    AI drafting, plain-language data questions and pattern flags

    Available today: AI suggests wording and patterns; a person applies every change.

    Data shown: Questions answered from your own recent records

  • /helpAvailable today

    In-app help and restartable role walkthroughs

    Available today: guidance per role, restartable at any time.

    Data shown: Role walkthroughs

  • /overviewAvailable today

    Leadership overview of open work and branch readiness

    Available today in the demonstration workspace.

    Data shown: Sample multi-branch group

What's included

What you get on day one, and what we connect to your own systems during onboarding.

Included

  • Role walkthroughs, in-app help, AI drafting, data questions and pattern flags

Connected during setup

  • Nothing. AI assistance works without any account of yours, and can be turned off entirely

Common questions

Can AI close or approve work?
No. It can only suggest text and highlight patterns. Every decision stays with a person.
Can we turn it off?
Yes. An administrator can disable AI assistance for the whole organisation.

How access and records are handled

Each organisation's records are separated in the database, and people only see the branches they are assigned to. Status changes, approvals, rejections and verifications are recorded with who did them and when. We do not claim any external certification or audit at this stage; if you need a formal security review, ask us and we will tell you exactly what exists today.

Walk this part of the system yourself.

The demonstration workspace is loaded with clearly labelled sample branches and records, so you can test this workflow end to end before deciding anything.