Mike O’Dell Surveys · Concept Storyboard

The operating system for
a modern survey company.

A page-by-page visual walkthrough of the portal — from the field crew's phone in a truck to the owner's executive dashboard. These are design concepts to align on look, feel, and flow before a line of production code is written. Every screen uses the shared dark navy/blue design system.

13 screens · desktop + mobile 4 roles Phases 1 → 5 Mobile + Desktop Concept · not functional

Screens in this storyboard

01 Sign in 02 Field crew dashboard 03 Job dashboard (PM) 04 Job detail 05 Document repository 06 Field report (mobile) 07 Timecard / clock 08 Dispatch board 09 Equipment & vehicles 10 My Pay / HR portal 11 Executive dashboard 12 Client portal 13 AI intelligent search ★ Mobile · all 13 screens
Phase 1 · MVP

01Sign in

The front door. Calm, branded, and fast — Supabase Auth with role-based access. One screen, four very different experiences waiting behind it.

https://portal.mikeodellsurveys.com/login
Operations Platform

Welcome back

Sign in to access your jobs, documents, and team.

m.reyes@mikeodellsurveys.com
••••••••••••
Forgot password?
Sign in

Protected by Supabase Auth · SSO available for office staff

One platform · every role
"Crews open the app instead of calling for packets. Managers see status without asking."
FC Field Crew — jobs, maps, photos, time
PM Project Manager — assign & monitor
OS Office Staff — schedule & report
CO Owner — metrics & profitability
Design notes
  • Split layout — focused form on the left, brand/value message on the right that can rotate testimonials or role highlights.
  • Role-aware redirect — after login, each role lands on a different home (crew → today's jobs; owner → executive dashboard).
  • Password reset, session refresh, and optional SSO for office staff all live behind this one screen.
Phase 1–2 · Field

02Field crew dashboard · mobile

What the crew sees first, on a phone, in a truck. Today's assignments, one tap to directions, one tap to the job packet. Big touch targets, glanceable status, works on bad signal.

9:41◗ 5G ▮▮▮
Good morning,
Marcus Reyes
3
Today's jobs
6.2h
Clocked today
Today · Tue Jun 22
Boundary Survey — Lot 14
4821 Pinecrest Dr · 8.2 mi
In ProgressJOB-0481
Topographic — Riverside Plat
North Bank Rd · 14.6 mi
AssignedJOB-0492
Stakeout — Maple Subdivision
Maple & 7th · 11.0 mi
Waiting permitJOB-0488
Jobs
Map
Report
Time
Me
Design notes
  • Bottom tab nav — Jobs · Map · Report · Time · Me. Thumb-reachable, the five things a crew actually does.
  • Status at a glance — the same four status pills from the design system, color-coded so a crew member reads their day in one second.
  • Distance + address on every card feeds straight into one-tap directions (Phase 2 GPS).
  • Offline-tolerant — today's jobs and packets cache on the device; reports queue and sync when signal returns.
  • Two quick stats up top: jobs today and hours clocked — answers "what's my day?" instantly.
Phase 1 · MVP

03Job dashboard · project manager

The office command center. Every job, filterable and sortable, with live status. This is where a PM starts the day and where "who's working on what?" is answered without a single phone call.

portal.mikeodellsurveys.com/jobs
⌕ Search jobs, clients, documents…
PM

Jobs

28 active · 4 waiting · 12 completed this month
+ Create job
In Progress · 14 Assigned · 10 Waiting · 4 Completed · 12 ⌕ All clients ▾ Crew ▾
Job #Client / SiteTypeCrewDueStatus
JOB-0481Pinecrest LLC
4821 Pinecrest Dr		BoundaryMRJun 24In Progress
JOB-0492Riverside Dev
North Bank Rd		TopographicMRJun 26Assigned
JOB-0488Maple HOA
Maple & 7th		StakeoutJCJun 23Waiting
JOB-0475Hilltop Builders
Summit Ridge		ALTA/NSPSDKJun 21Completed
JOB-0470City of Avon
Public Works		ConstructionMRJun 28In Progress
Design notes
  • Filter bar = status counts — the same pills double as one-click filters. Click "Waiting · 4" to see exactly what's blocked.
  • Reusable data table — sortable columns, pagination, crew avatars. This exact table pattern reappears for Employees, Equipment, and Invoices.
  • Role-aware views — a crew member sees only their jobs in this same layout; the PM sees the whole board.
  • Persistent app shell — sidebar + global search (⌘K) + notification bell wrap every desktop screen.
Phase 1 · MVP · Core

04Job detail

The heart of the platform. A job is the central entity — everything (documents, notes, crew, location, time, photos) hangs off this one record. This screen replaces the scattered email packet entirely.

portal.mikeodellsurveys.com/jobs/JOB-0481
⌕ Search…
PM
Jobs / JOB-0481

Boundary Survey — Lot 14 In Progress

Pinecrest LLC · 4821 Pinecrest Dr · Due Jun 24
Edit
Update status
Status timeline
M. Reyes started field work · marked In Progress
Today · 8:12 AM
D. Khan uploaded revised plat (v2)
Yesterday · 4:31 PM
System assigned crew · Marcus Reyes
Jun 19 · 9:00 AM
Notes & updates
Monument found at NE corner, slightly disturbed. Photo attached. Need PM call on offset. — M. Reyes · 9:40 AM · 📎 1 photo
Add a note…
Post
Location
39.7392°N, 104.9903°W · 8.2 mi
Crew & equipment
MR
Marcus Reyes
Party chief
Trimble R12Total StationTruck 04
Documents · 4
PDF
Survey packet
v2 · 4.2 MB
DWG
Boundary.dwg
v1 · 1.1 MB
Design notes
  • Everything in one place — status, map, crew, equipment, documents, and an immutable notes timeline. No more hunting across email and Drive.
  • Immutable audit trail — the status timeline and notes are timestamped and never deleted, building searchable company knowledge.
  • Two-way field link — the note shown here ("monument found…") was submitted from the crew's phone; the PM sees it live.
  • Versioned documents — the "v2" revised plat means crews always pull the latest, killing the "which PDF is current?" problem.
Phase 1 · MVP

05Document repository

One home for every PDF, CAD file, permit, and photo — versioned, searchable, and tied to its job. Signed URLs keep large files fast and secure.

portal.mikeodellsurveys.com/documents
⌕ Search documents by name, job, type…
PM

Documents

1,284 files · 6.4 GB across 96 jobs
↑ Upload
All PDF CAD / DWG Permits Photos
PDF
Survey packet — Lot 14
JOB-0481 · v2 · M. Reyes · 2h ago · 4.2 MB
Current
DWG
Boundary_LineWork.dwg
JOB-0481 · v1 · D. Khan · 1d ago · 1.1 MB
JPG
NE_corner_monument.jpg
JOB-0481 · field upload · M. Reyes · 2h ago · 3.0 MB
PDF
Grading permit — Riverside
JOB-0492 · v1 · Office · 3d ago · 820 KB
DWG
Topo_Existing.dwg
JOB-0492 · v3 · D. Khan · 4d ago · 2.7 MB
JPG
Site_overview_drone.jpg
JOB-0475 · field upload · J. Cole · 5d ago · 5.4 MB
Design notes
  • Type-coded icons — PDF (red), CAD (blue), image (green) so the eye sorts the list instantly.
  • Versioning built in — "v2 · Current" badge means the latest is never ambiguous; old versions stay accessible for audit.
  • Field uploads flow here — a photo snapped on site appears in the same repository, tagged to its job automatically.
  • Full-text search (Phase 1) across filenames, jobs, and notes — the foundation for AI semantic search in Phase 5.
Phase 2 · Field Ops

06Daily field report · mobile

The crew reports back without picking up the phone. Structured submission tied to the job — photos, hours, work completed, issues — captured offline and synced on reconnect.

4:55◗ LTE ▮▮▯
Field report · JOB-0481
Boundary — Lot 14
⚠ Weak signal — report will sync when you're back online
Photos · 3
＋
Hours worked
6.5 hrs
22 mi
Work completed
Set 4 corners, recovered NE monument, ran traverse. Offset flagged for PM review.
Issue to flag: monument disturbed
Submit report
Design notes
  • Offline-first — the amber banner is the trust signal: capture now, sync later. Nothing is ever lost in a dead zone.
  • Structured, not freeform — photos, hours, mileage, work, issues become real data fields, not a text blob — feeding timecards and reports downstream.
  • Camera capture with auto-compression and EXIF/location stamping (Phase 2).
  • One tap to flag an issue — surfaces immediately as a "Waiting" trigger and a notification to the PM.
  • Later, voice-to-report (Phase 5) lets a crew speak this whole report and have AI structure it.
Phase 3 · HR Core

07Time tracking & timecard

Digital clock in/out tied to the job and a geofence, with overtime computed automatically. The end of paper timesheets and the 4-hour payroll scramble.

portal.mikeodellsurveys.com/time
⌕ Search…
MR

Timecard

Week of Jun 22 · Marcus Reyes
2:14
Clocked in · JOB-0481
On site · Lot 14
● Inside geofence · since 8:12 AM
Clock out
This week
32.6
Regular hrs
2.5
Overtime
118
Miles
DayJobInOutBreakHours
MonJOB-04707:02a3:48p0:308.3
TueJOB-04818:12a—0:00in progress
WedJOB-0492———scheduled
Design notes
  • Geofenced clock — clock-in is tied to a job and verified against the site location; "inside geofence" is the trust signal for the office.
  • Overtime computed, not typed — the system derives OT, breaks, and mileage so payroll is correct by construction.
  • Two views, one data set — the crew sees their own card; a manager sees the whole crew's, ready for one-click payroll export to Gusto/QuickBooks.
Phase 4 · BI · Competitive

08Dispatch & scheduling board

Drag-and-drop crews, vehicles, and equipment across the week. The ServiceTitan-class feature that turns scheduling from a whiteboard into a live, conflict-aware board.

portal.mikeodellsurveys.com/dispatch
⌕ Search…
OS

Dispatch board

Week of Jun 22 · 3 crews · 1 conflict
Map view
+ Schedule
Mon 22
Tue 23
Wed 24
Thu 25
Fri 26
MRReyes
JOB-0470
City of Avon
JOB-0481
Pinecrest
JOB-0481
Pinecrest
JOB-0492
Riverside
JCCole
JOB-0488 ⚠
permit pending
JOB-0501
Maple HOA
JOB-0501
Maple HOA
DKKhan
JOB-0475
Hilltop
JOB-0475
Hilltop
JOB-0509
Avon West
JOB-0509
Avon West
Design notes
  • Drag-and-drop — move a job card to a crew/day; the board reflows and re-checks for conflicts in real time.
  • Conflict-aware — the amber "⚠ permit pending" card warns before a crew is sent to a blocked site; empty dashed cells show available capacity.
  • Role-colored crews — each crew carries its accent hue from the design system across the whole board.
  • Map view toggle — flip the same schedule onto a map to optimize routes (sets up Phase 5 AI route optimization).
Phase 3 · HR Core

09Equipment & vehicles

Know where every GPS unit, total station, and truck is, who has it, and what condition it's in. Plus certification & license tracking with expiry alerts — a BambooHR-class feature that's mission-critical for surveyors.

portal.mikeodellsurveys.com/equipment
⌕ Search…
OS

Equipment & vehicles

42 assets · 3 in maintenance · 2 alerts
+ Add asset
⏰
PLS License — D. Khan expires in 47 days
Renew before Aug 08 to avoid lapse · alert sent 60 days out
View
Equipment
Trimble R12 GNSS
SN 5523-A		MRIn use
Total Station S7
SN 8841-C		DKIn use
Data Collector TSC7
SN 2290-B		YardAvailable
GNSS Base Station
SN 1102-A		ShopService
Vehicles
Truck 04
Ford F-250 · ABC-1234		MROut
Truck 02
Chevy 2500 · XYZ-9981		JCOut
Truck 07
RAM 1500 · LMN-4420		YardMaint. due
Design notes
  • License expiry alerts — the amber banner fires 60 days before a PLS license lapses. For a survey firm, a lapsed license can halt billable work — this is a headline differentiator.
  • Asset accountability — every total station and truck shows who holds it and its condition; reduces lost/idle equipment.
  • Shared status language — the same pills ("In use / Available / Service") reuse the job-status color system.
Phase 3 · HR Core · Restricted

10My Pay & PTO portal

The self-service HR layer that makes this a real BambooHR/Gusto competitor — pay stubs, YTD, PTO balances and requests. Strictly access-controlled: an employee sees only their own; pay data is enforced at the database layer.

portal.mikeodellsurveys.com/my-pay 🔒 restricted
⌕ Search…
MR

My Pay

Marcus Reyes · W-2 · Field crew
Last pay
$2,184
Jun 15 · direct deposit
YTD gross
$48,920
▲ on pace
PTO balance
62 h
~7.75 days
Pay stubs
PDF
Pay stub — Jun 15
$2,184.10 · 80.5 h + 2.5 OT
View
PDF
Pay stub — Jun 01
$2,096.40 · 80 h
View
PDF
W-2 — 2025
Annual tax form
View
Request time off
Jul 14 → Jul 18
Vacation ▾
Submit request
Recent
May 26 — Personal (1d)Approved
Jul 14 — Vacation (5d)Pending
Design notes
  • Restricted by design — the 🔒 in the URL bar signals two-layer access control; pay data is enforced server-side (even Postgres row-level security), not just hidden in the UI.
  • Self-service cuts office load — employees pull their own stubs and YTD instead of emailing the office.
  • PTO workflow — request → manager approve/deny/comment, with balances that update automatically.
  • Tax forms (W-2/1099) can be stored encrypted or linked out to the payroll provider — a security decision flagged in the build plan.
Phase 4 · Business Intelligence

11Executive dashboard · owner

The owner stops guessing. Revenue, labor cost, utilization, and profitability by client and job type — the numbers that prove the platform pays for itself.

portal.mikeodellsurveys.com/dashboard
⌕ Search…
CO

Business overview

June 2026 · vs. May
Export ▾
Revenue (MTD)
$184.2k
▲ 12.4%
Labor cost
$71.8k
▲ 4.1%
Crew utilization
87%
▲ 6 pts
Active jobs
28
4 waiting
Revenue vs. labor · last 6 months
● Revenue● Labor
Most profitable clients
Hilltop Builders68%
City of Avon54%
Riverside Dev31%
Design notes
  • Answers the owner's real questions — which clients are profitable, which crews are overloaded, where the money goes.
  • Job costing (estimated vs. actual) drives the profitability bars — a Jobber-class competitive feature.
  • Serif KPI numerals give the executive view an editorial, "real product" weight distinct from the working screens.
  • Export everything — build-your-own reports to CSV/PDF for the accountant or the bank.
Phase 4 · Competitive · External

12Client portal

Clients log in to a clean, branded view of their own jobs — status, documents, and invoices. The Jobber-class feature that kills the endless "what's the status?" phone calls.

clients.mikeodellsurveys.com/portal
Client Portal
Pinecrest LLC
PL
Welcome, Pinecrest LLC
2 active projects with Mike O’Dell Surveys
Boundary Survey — Lot 14
4821 Pinecrest Dr · JOB-0481
In Progress
Field work 65% complete · Est. delivery Jun 24
Shared documents
PDF
Survey packet (preview)
Shared Jun 20
ALTA Survey — Parcel B
Pinecrest North · JOB-0505
Completed
Documents
PDF
Final survey — signed & sealed
Delivered Jun 12
Invoice
INV-2031 · $3,400Paid
Design notes
  • Scoped to the client — Pinecrest sees only Pinecrest's jobs, documents, and invoices; same RBAC engine, external-facing surface.
  • Progress, not jargon — a simple progress bar and est. delivery date answer the only question clients actually call about.
  • Controlled document sharing — the office chooses which documents are client-visible ("preview" vs. internal).
  • Invoice visibility — paid/outstanding status reduces billing back-and-forth.
Phase 5 · AI & Automation

13AI intelligent search

Ask the company's entire history in plain English. Powered by the latest Claude models on the Python backend — semantic search, PDF extraction, and document summaries. The platform stops just storing work and starts doing it.

portal.mikeodellsurveys.com/ask
⌕ Search…
CO
✦ Powered by Claude
Ask anything about your jobs
✦ Show all boundary surveys near Denver completed last year
Ask
✦ AI summary · 14 jobs matched
Found 14 boundary surveys within 25 mi of Denver completed in 2025, totaling $142k. Most were for Hilltop Builders (6 jobs). Average turnaround was 9.2 days. Two had monument disputes flagged in field notes.
PDF
JOB-0388 · Boundary — Cherry Creek
Hilltop Builders · completed Nov 2025 · 8 days
Done
PDF
JOB-0356 · Boundary — Wash Park
City of Denver · completed Sep 2025 · 11 days
Done
PDF
JOB-0341 · Boundary — Lowry
Hilltop Builders · completed Aug 2025 · 7 days
Done
Design notes
  • Natural language → real results — "boundary surveys near Denver last year" returns a ranked list plus an AI summary, not just keyword hits.
  • Built on existing data — every immutable note, document, and job from Phases 1–4 becomes searchable knowledge here. The groundwork pays off.
  • Claude on the Python backend — PDF extraction, voice-to-report, and document summaries are a natural extension of the FastAPI stack, not a rewrite.
  • Human-in-the-loop — AI features ship behind feature flags with a human override always available.
All phases · Field-first

★Mobile — every screen in your pocket

The platform is mobile-first for the field. Here is a phone equivalent of all 13 views — the same data, the same status language, the same design system, reflowed for one thumb and a small screen. Office-heavy screens (dispatch, executive) collapse into focused, glanceable mobile layouts rather than shrinking the desktop grid.

01Sign in
9:41◗ 5G ▮▮▮
Welcome back
Sign in to your jobs & team
m.reyes@mikeodellsurveys.com
••••••••••
Forgot password?
Sign in
Protected by Supabase Auth
02Field crew dashboard
9:41◗ 5G ▮▮▮
Good morning,
Marcus Reyes
3
Today's jobs
6.2h
Clocked
Today · Tue Jun 22
Boundary — Lot 14
4821 Pinecrest Dr · 8.2 mi
In ProgressJOB-0481
Topographic — Riverside
North Bank Rd · 14.6 mi
AssignedJOB-0492
Jobs
Map
Report
Time
Me
03Job dashboard · PM
9:41◗ 5G ▮▮▮
28 active
Jobs
+ New
14 10 4 All clients ▾
Pinecrest LLC
Boundary · 4821 Pinecrest Dr
In ProgressJOB-0481
Riverside Dev
Topographic · North Bank Rd
AssignedJOB-0492
Maple HOA
Stakeout · Maple & 7th
WaitingJOB-0488
Jobs
Dispatch
Docs
Team
Me
04Job detail
9:41◗ 5G ▮▮▮
‹ Jobs · JOB-0481
Boundary — Lot 14
In Progress
Crew & gear
MRMarcus Reyes
Trimble R12Truck 04
Documents · 4
PDF
Survey packet
v2 · 4.2 MB
Latest note
Monument found at NE corner, slightly disturbed.— M. Reyes · 9:40 AM
Update status
05Document repository
9:41◗ 5G ▮▮▮
1,284 files
Documents
⌕ Search documents…
AllPDFCADPermitsPhotos
PDF
Survey packet — Lot 14
v2 · 2h ago
DWG
Boundary_LineWork
v1 · 1d ago
JPG
NE_corner_monument
field · 2h ago
Jobs
Dispatch
Docs
Team
Me
06Daily field report
4:55◗ LTE ▮▮▯
Field report · JOB-0481
Boundary — Lot 14
⚠ Weak signal — will sync when online
Photos · 3
＋
6.5 hrs
22 mi
Set 4 corners, recovered NE monument, ran traverse.
Submit report
07Time tracking
9:41◗ 5G ▮▮▮
Week of Jun 22
Timecard
2:14
On site · Lot 14
● Inside geofence · since 8:12 AM
Clock out
32.6
Reg hrs
2.5
OT
118
Miles
Jobs
Map
Report
Time
Me
08Dispatch board · day view
9:41◗ 5G ▮▮▮
‹ Tue Jun 23 ›
Dispatch
1 conflict
MRReyes
JOB-0481 · Pinecrest
8:00a–4:00p · Boundary
JCCole
JOB-0488 · Maple HOA ⚠
Permit pending — not cleared
DKKhan
JOB-0475 · Hilltop
7:30a–3:30p · ALTA
Jobs
Dispatch
Docs
Team
Me
09Equipment & vehicles
9:41◗ 5G ▮▮▮
42 assets · 2 alerts
Equipment
⏰
PLS License — D. Khan
Expires in 47 days
Trimble R12 GNSS
MR · SN 5523-A
In use
Data Collector TSC7
Yard · SN 2290-B
Avail
Truck 07
RAM 1500 · LMN-4420
Maint
Jobs
Dispatch
Docs
Assets
Me
10My Pay & PTO · 🔒
9:41◗ 5G ▮▮▮
Marcus Reyes · W-2
My Pay
$2,184
Last pay
62h
PTO
$48,920
YTD gross · on pace
PDF
Pay stub — Jun 15
$2,184.10
PDF
W-2 — 2025
Annual tax form
Request time off
Jobs
Time
PTO
Pay
Me
11Executive dashboard · owner
9:41◗ 5G ▮▮▮
June 2026 · vs May
Overview
$184k
Revenue ▲12%
$71.8k
Labor ▲4%
87%
Utilization
28
Active jobs
Revenue vs labor · 6 mo
Home
Jobs
Reports
Ask
Me
12Client portal · external
9:41◗ 5G ▮▮▮
PL
Welcome, Pinecrest
2 active projects
Boundary — Lot 14
JOB-0481
Active
65% complete · Est. Jun 24
INV-2031 · $3,400Paid
13AI intelligent search
9:41◗ 5G ▮▮▮
✦ Powered by Claude
Ask anything
Boundary surveys near Denver completed last year
✦ 14 jobs matched
Found 14 boundary surveys near Denver in 2025, totaling $142k. Avg turnaround 9.2 days.
PDF
JOB-0388 · Cherry Creek
Nov 2025 · 8 days
Home
Jobs
Reports
Ask
Me
Design notes
  • Same system, smaller canvas — every mobile screen reuses the exact status pills, role colors, and components from the design system; nothing is redesigned, only reflowed.
  • Office screens adapt, not shrink — the dispatch grid becomes a per-day agenda; the executive grid stacks into glanceable KPI tiles. Desktop density gives way to mobile focus.
  • Role-aware bottom tabs — crews get Jobs / Map / Report / Time; office gets Jobs / Dispatch / Docs / Team; owners get Home / Reports / Ask. One thumb reaches everything.
  • Installable PWA — these run as an installable, offline-tolerant app for the field (Phase 2).