Clear Brew
CRM V2 Prototype · Newcastle export loaded
Viewing as
Offline Working from cached site data. Drafts are saved on this device and must be reviewed and submitted once you reconnect.

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Nothing due in the next 7 days.

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No visits recorded yet.

Drafts on this device

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No drafts held on this device. A draft appears here as soon as you start a visit.

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Sites

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No sites match those filters
Clear the search, or switch the status filter to include ex-customer and archived records.

Technicians

Invite technicians into a franchise you manage and set the sites they are assigned to. Assignment is a working preference, not a restriction — any technician in the franchise may record a visit at any of its sites.

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Account activity, this session
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A technician who has recorded visits is deactivated rather than deleted, so their signatures and attribution on published reports stay intact. Only an invitation that was never accepted can be removed outright.

Customer accounts

Invite a contact, choose which venues they can see, and set what they are emailed. There is no public registration — an invitation is the only way in, and the recipient chooses their own username and password.

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Account activity, this session
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Email is limited to invitations, account recovery and the clean-complete notifications set here. Everything operational stays on the dashboard. Revoking access is explicit — ex-customers keep their historical reports until it is withdrawn.

Franchises

CEO administration. Create a franchise, appoint or change its owner, transfer a site with its history, or close a franchise to new work.

Audit trail, this session
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My venues

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Estimated savings based on the site survey

InputEvery three weeksPer year
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Service history

No published reports for this venue yet.
Clear Brew
Beer line cleaning report
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Corrected report

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Internal notes, access instructions and staff-only information are not included in this report. A branded PDF download is planned for the next round.

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Account

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Your details

Email notifications
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CEO account details are maintained centrally and cannot be edited here.

Change password

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Appearance

Set light or dark mode for this account. It's remembered per user and does not affect anyone else signed in.

FieldValue
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Role switching in this prototype simulates sign-in only. It is not a security boundary; production enforces every check on the server.

Visit history

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No visits yet
Once a visit is submitted it appears here with its signed revision, attachments and report status.

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Revisions

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{{ cr.who }} The original signed revision and the report issued from it are preserved. The customer sees the latest revision, clearly marked as corrected.

New signature from the editor (required)
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Revision {{ cr.newRev }} published
Cleaning dates were recalculated from the valid visit history. Revision {{ cr.oldRev }} remains readable and immutable.

New visit

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This step can't be completed yet
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Not available to your account

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The server refuses the same request whether it arrives from this form, a guessed record ID or an export. Pick a franchise you are assigned to and the draft continues.
Visit type
Visit type never establishes on its own that a clean was completed.
Cleaning outcome

Equipment and cellar checks

No successful result is preselected. “Not available”, “not checked” and “not applicable” are kept as answers in their own right.

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Cleaning tasks completed

Next due date, if this clean completes: {{ nv.nextDue }} — visit date + 21 days. Partial and unsuccessful visits do not advance the cycle.

Attachments

Photos, PDF, XLS and XLSX. 20 files, 20 MB each, 100 MB per visit. Everything defaults to internal.

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No attachments on this visit yet.

Technician sign-off

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Final review — what the customer will see

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Internal notes, access instructions and internal attachments are excluded. Submission publishes the customer report immediately — no owner approval step.
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Visit published as V-1842
Signed revision 1 is now immutable. The customer report is live for the venue's assigned contacts. The local draft was cleared only after the server acknowledged the submission.

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Owners maintain the survey. Technicians record suggested changes in visit notes rather than editing it. Service preferences are reference information, not a scheduler.

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Estimated savings based on the site survey

Baseline quantities are stored separately from actual visit quantities. These figures are estimates from the survey, not savings measured from completed visits.

InputBaselineThree-week savingAnnual saving
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No survey baseline was recorded for this site, so no estimate is shown.

{{ sd.savingsNote }} Baseline edits are audited; published reports keep the snapshot they were issued with.
No visits recorded for this site
The next due date shown comes from the initial due date entered at setup, not from a completed clean.

Not available to your account

This site belongs to {{ deniedFr }}. Your account is a technician in Clear Brew Newcastle, so the record, its visit history, attachments and reports are all withheld.

In production this check runs on the server for every request, including files, exports and PDFs — a guessed record ID returns the same refusal.

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Assigned sites
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Assigned technicians
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Venues this contact may see
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Email notifications
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