How we’ll show “who owns this ticket,” let PMs filter to their own work, and fix the wrong-PM problem — plus the few things we need confirmed. Draft v1 · June 2026.
The problem we’re solving
Today the PM name comes down from Scheduler as plain text. It’s often blank, sometimes spelled differently, and it can’t be relied on for filtering. The PMs, TPMs, and admins all asked for the same thing: see the PM’s name on each ticket, filter the list to one PM, and — when someone picks the wrong thing — fix it without bouncing the ticket all the way back to the worker.
How it will work, in plain terms
Instead of trusting Scheduler’s free text, every ticket gets assigned to one of your own app PMs (the people you invite). When Scheduler tells us who the PM is, we assign it automatically. When it doesn’t, the ticket is simply “Unassigned” and any PM can pick it up. Everyone still sees every ticket — assignment is just a label you can filter by, not a wall that hides anything.
1
Scheduler sends the jobwith the PM’s name (ID if available)
2
We match the PMto your invited app user
3
Auto-assignedor left “Unassigned”
4
PM / TPM can reassignany time, inside the ticket
5
Filter & see the owneron the dashboard and list
If Scheduler can’t send the ID, nothing stalls. The very first time a PM assigns one of those tickets, the app quietly remembers that Scheduler name and auto-assigns every future ticket with it — so each name is handled by hand only once, ever. Anything not yet seen is simply “Unassigned,” and a PM picks it up in one tap (which also teaches the app). No setup screens, nothing for anyone to maintain. The Scheduler ID would just skip that first tap — an upgrade, not a requirement.
What changes on screen
A few small additions to screens you already have. The highlighted parts are new.
1 · Operations Center — show the PM name and filter by it
New: the PM’s name appears under “Project Manager” in the Currently with column, and a new PM filter lets anyone narrow the list to one PM. It’s separate from today’s “Currently with…” filter (which is by stage, not by person).
2 · PM Approval Queue — filter to your own tickets
New: a PM dropdown that defaults to whoever is logged in and remembers their choice (sticky), so a PM lands straight on their own tickets. The “PM: …” label on each card is already there today.
3 · Review work ticket — assign or reassign the PM
Review work ticket — WT260603-03PM Approval → Review
JOB / CLIENT
SMC 3114 Tuxedo Ave
TEAM LEAD
★ ZUC
PROJECT MANAGER
Gerard ✎NEW
Scheduler PM: Gerard · reference only
BILLABLE TYPE
T&M ✎
MOB
Yes
JOB STATUS
First day
★
New: the Project Manager field gets an edit pencil — exactly like the Billable Type edit you already have. Tapping it lists your PMs to assign or reassign. The Scheduler PM stays visible as read-only reference, so a manual choice is never overwritten by the next sync.
4 · Operations Center — admin assigns forgotten tickets
SMC ContractingConstruction Management
Operations CenterEmployeesApp Invite
Operations CenterAdmin — clear forgotten tickets
PMUnassignedNEW— every forgotten ticket collects here
Ticket
Job / Client
Scheduler PM (ref)
Assign to
WT260617-09
216 Sandpiper Dr
Palm Beach, FL
rocco
pick a PM
Rocco Marino★ matches “rocco”
Gerard Boyle
John Pruitt
Steve Alvarez
TT260616-22
88 Pike Rd
dumpster haul
— none —
Assign PM
★
New: filtering to Unassigned gathers every forgotten ticket in one place. The admin assigns each from the same PM list — the Scheduler name shows as a hint and a likely match is flagged. Assigning here also teaches the app that name, so the next ticket with it auto-assigns and stops landing in this list.