Admin Route Interaction Matrix
Look up how each customer-facing admin route links to other routes, which entities it owns, and what downstream work it triggers.
Before you start
- You need to understand how the office-side pages connect to each other rather than how to complete one workflow.
Expected outcome
Teams can trace where each admin route sends users next and which shared records it changes.
How to read this matrix
| Column | Meaning |
|---|---|
| Direct inbound | Pages that can open or hand off directly into this route. |
| Direct outbound | Pages this route can open directly through buttons, tabs, map popups, or route-aware actions. |
| Shared entities | Records this page creates, edits, reviews, or depends on. |
| Indirect handoffs | Downstream surfaces affected even when no direct route jump exists. |
Core and operations routes
| Current route or section | Direct inbound | Direct outbound | Shared entities | Indirect handoffs |
|---|---|---|---|---|
| Dashboard | Default landing route and office reset point. | Connected Systems, Scheduling, Exports, Inspections, Assets, Defects, Work Orders, Quotes, the Sites map view, and platform-only surfaces where authorised. | Workload summaries, integration status, sites, inspections, defects, quotes, work orders, and workspace activity. | Changes what the office triages first; pushes teams into the live desk that owns the record. |
| Customers | Finance can reopen a customer billing profile; sites, quotes, work orders, routines, and handover packages depend on customer context. | Organization service policies, Quotes, Report Writer, routine generation into Scheduler, AI Assistant via CRM workspace actions. | Customer accounts, opportunities, tasks, service-policy snapshots, linked sites, service contracts, routines, quote candidates. | Feeds quotes, finance, work orders, routine generation, and report-writing context without forcing duplicate customer data entry. |
| Client Handover | The Insights data-quality section and customer/site handover workflows can open a package. | Customer handover package access and source records by id. | Handover packages, package items, grants, and package events. | Publishes or revokes customer-safe access to reports, inspections, quotes, and work orders. |
| Sites — list and map views | Scheduler, imports, list flows, and the legacy Map link all converge on Sites. | Site-scoped inspections, report scope, staged imports, and system or asset management flows. | Sites, site contacts, building metadata, ownership context, linked systems and assets. | Site data drives engineer briefings, report branding scope, certificate context, and spatial triage. |
| Scheduling — planner and forecast views | Dashboard, the Sites map view, inspections, work-order desks, routine generation, and the legacy PPM Forecast link all converge on Scheduling. | Site and job detail routes, forecast filters, batch dialogs, and deploy flows. | Planned jobs, assignments, booking status, buckets, field visibility, deployment state, customer notifications, backlog, recurring imports, and day runs. | The main office-to-field handoff surface; scheduler state changes what field workers see as live work and what customers are told about appointments. |
| Insights — Performance and Compliance | Dashboard or direct Insights entry. | No major direct route jumps; these are read-heavy analysis sections. | Aggregate inspection, defect, work-order, compliance, and usage trends. | Changes office decisions, not live records. |
| Insights — Data Quality | Insights or the legacy Data Quality link. | Sites, Assets, Customers, Defects, Report Writer, Client Handover, and CRM-linked records through sample links. | Data-quality rule samples and reviewed keys, plus source records in owning desks. | Pushes admins into the owner desk for remediation rather than becoming an edit surface. |
| Insights — Workforce | Insights or the legacy Workforce Productivity link. | Scheduling completed-job slices and Defects QA follow-up. | Aggregate field-worker productivity, attendance, acknowledgement, late/rebooked, and QA signals. | Changes management focus; source fixes still happen in Scheduling, Inspections, Work Orders, and Defects. |
| Inspections | Dashboard, the Sites map view, scheduler detail links, and site/export follow-up all converge here. | Scheduling for plan changes. | Inspection records, result state, planned dates, completion metadata, certificate-ready visits. | Completed inspections feed certificates, defects, exports, quotes, and activity history. |
| Defects | Dashboard and the Sites map view can route office users straight into defect review. | Mostly in-place triage rather than direct route jumps. | Defect backlog, severity, status, linked assets, remediation state. | Drives work-order creation, inspection review, reporting, and engineer follow-up. |
| Quotes | Dashboard, CRM opportunity actions, certificate follow-up, and mobile quote create handoffs feed this desk. | Work Orders after remedial acceptance, service contracts and routines after PPM acceptance, and Finance through receivable context. | Quotes, purpose, commercial status, linked inspections, linked customers, line items, approval grants, approval responses, approval events. | Accepted quotes become work-order input, service-contract input, or receivables candidates based on purpose; approval events explain why quote status changed. |
| Work Orders — orders and submissions sections | Dashboard, the Sites map view, search, remedial quote acceptance, contractor submissions, and the legacy Contractors link feed this workspace. | Scheduling for assignment and date planning; the Submissions section for staged external evidence. | Remedial jobs, linked quotes, linked defects, linked customers, assignee state, contractor grants, and staged submissions. | Deployed work orders surface in mobile work-order views, contractor packs, and receivables later; contractor changes become official only after approval. |
| Organization | CRM and commercial setup send admins here for service policies and team setup. | Mostly in-place section changes rather than cross-route navigation. | Organization profile, members, invitations, seat/billing state, service policies, feature access. | Governs workspace visibility, field-work eligibility, and output branding across the product. |
| Finance | Customer/CRM billing context, quotes, work orders, and dashboard commercial finance attention can route here. | Quotes, Work Orders, CRM account finance, and accounting export consumers. | Receivables, billing candidates, invoice drafts, payments, void/write-off actions, workspace billing. | Updates account health that later changes CRM follow-up, work-order release decisions, invoicing, and office reporting. |
| Assets | Site and system administration flows converge on asset review and export. | Mostly modal/detail operations inside the route. | Physical assets, asset type, status, owner system/site, import/export state. | Asset changes alter inspection checklists, field selection, history, and reporting output. |
| Systems | Site and asset setup rely on this desk for the installation layer. | Mostly in-place system management. | Systems, system type, ownership, linked assets. | System changes alter scheduler context, engineer discovery binding, and report grouping. |
| Exports | Dashboard and completion review send admins here to generate outputs. | Report Writer and platform-only report intelligence. | Site packs, inspection-scoped exports, compliance PDFs, defects PDFs, certificate bundles, CSV exports. | Produces customer-facing artifacts that depend on sites, inspections, defects, and certificates remaining clean. |
| Report Writer | Exports and CRM actions can open the review queue. | Mostly route-local review actions. | Drafted report content, review state, blockers, confidence signals. | Approved draft content changes what gets exported from the Exports workspace. |
| Document Templates | Report and template-administration workflows converge here when the output structure itself needs work. | Mostly route-local tabs and version/history transitions. | Template lifecycle, versions, branding, render history. | Template changes alter later report and certificate output without changing source records. |
| AI Assistant | CRM task/opportunity actions and route-scoped prompts can open it. | A platform-only AI operations workspace exists but is out of scope for customer docs. | Route-grounded AI conversations, current page context, follow-up prompts. | Helps admins pivot back into the owning desk with more context but does not replace record editing surfaces. |
Connected systems and collaboration routes
| Route | Direct inbound | Direct outbound | Shared entities | Indirect handoffs |
|---|---|---|---|---|
| Connected Systems — Connections | Connected Systems and the legacy Integrations link. | In-place connection dialogs and sync-log inspection. | External connections, sync status, direction, entity mappings, run history. | Changes what source data can flow into sites, assets, customers, and work orders. |
| Connected Systems — Imports | Connected Systems and contextual import entry points. | In-place preview, validation, apply, and issue-download flows. | Staged import runs and row-level outcomes. | Feeds customer, site, system, asset, and work-order records only after review. |
| Connected Systems — API Keys | Connected Systems and the legacy API Keys link. | In-place create, one-time reveal, and revoke flows. | Scoped API credentials for automation and external clients. | External automation can later create or query customer-facing records. |
| Connected Systems — Webhooks | Connected Systems and the legacy Webhooks link. | In-place endpoint management and delivery review. | Webhook destinations, subscribed events, and delivery history. | Downstream receivers can react to inspections, quotes, work orders, and other record changes. |
| Dashboard — Activity | Dashboard and the legacy Activity Feed link. | Linked resources send admins back into the owning live desk. | Structured event history for sites, inspections, defects, quotes, work orders, and comments. | Does not own records; it helps office users discover what changed and return to the source. |
Routes with no meaningful direct cross-route navigation
Some routes still matter to the wider product even when they do not push users into many other pages directly:
Insightsis intentionally read-heavy. Its main interaction is decision support, not route hopping.Report Writerkeeps review decisions local to the queue.Document Templatesmostly changes template versions and render behavior inside its own workspace.- Dashboard Activity is a context section first; it hands users back to the owning resource rather than becoming the source of truth itself.
Use each row's Primary owned records and Main downstream handoff columns when the better question is “which workspace owns the next action?” rather than “which route links to which route?”.
Primary table hubs behind the main admin desks
| Admin route | Primary tables |
|---|---|
| Customers | crm_accounts, crm_contacts, crm_opportunities, crm_tasks, crm_activities, crm_documents, crm_sla_templates |
| Client Handover | customer_handover_packages, customer_handover_package_items, customer_handover_grants, customer_handover_events |
| Sites / Systems / Assets | sites, site_industries, systems, assets, asset_inspection_status |
| Scheduling planner / forecast | scheduler_tasks, scheduler_buckets, scheduler_deployment_batches, scheduler_deployment_items, scheduler_notification_deliveries, scheduler_customer_notifications, scheduler_changes, plus booking, bucket, visibility, routine, and deployment fields on inspections and work_orders |
| Inspections | inspections, inspection_items, inspection_visit_notes, flow_rate_measurements, defects |
| Quotes / Work Orders / Finance | quotes, quote_line_items, quote_approval_grants, quote_approval_responses, quote_approval_events, quote_approval_attachments, work_orders, work_order_items, work_order_assignments, crm_invoices, crm_invoice_payments |
| Routine Contracts | service_contracts, routines, plus routine fields on inspections and scheduler_tasks |
| Work Orders submissions | contractors, contractor_access_grants, contractor_access_events, contractor_submissions |
| Exports / Report Writer / Document Templates | generated_reports, document_templates, document_template_versions, organization_document_template_assignments, organization_pdf_branding, document_render_history |
| Connected Systems | integration_connections, integration_entity_maps, integration_sync_log, integration_import_runs, integration_import_rows, api_keys, webhooks, webhook_deliveries |
| Dashboard Activity | page_history_events, page_comments, mention_notifications, with older audit-comment data also visible in some flows |
| AI Assistant | ai_conversations, ai_messages, ai_pending_confirmations, ai_usage_log |
Statuses, Roles, Inspection Types, and System Types
Look up the terms, statuses, and product rules used across Deucalion’s mobile and admin surfaces.
Engineer Screen Interaction Matrix
Look up how each customer-facing mobile screen opens, what it can launch next, and which records or outputs it affects.