iQ Everything workspace — MOCKUP (sample data)

Client list Sample

Cards show open requests and the last message on file. Every outbound stays behind Approve before sending. Neighborhood Roofing is grayed for later — not in this build plan.

Dr. Dan Pilot

Hub client id 1 · org 3 · portal link not sent yet Sample

2 open requests Approve before sending

Last message: “Can we confirm Friday’s walkthrough video?” — SAMPLE

Open hub page (mock)

Franklin Environmental Services

Agency card only · Full CRM stays org 1 (Keith & Eamon) Sample

1 open request Approve before sending

Last message: “Compliance footer checklist for win-back emails.” — SAMPLE

Handled means: ops live in org 1; this card is Easy’s agency notes — no inbox bridge.

Tri-County Mechanical

Hub page in org 3 only · never their inbox · never org 5 Sample

Rules: Notes Easy enters, or mail they send to the hub address. Any tcm-hvac.com change is shown to Easy first. No auto-replies.

0 open requests Approve before sending

Last message: None yet — SAMPLE empty

Heavenly Touch Maids 2 projects

Coming as hub client after Dr. Dan pilot Sample

Project A: City-site SEO refresh (SAMPLE name)
Project B: Booking + review follow-up pack (SAMPLE name)

3 open requests Approve before sending

Last message: “Need copy for the Akron landing hero.” — SAMPLE

Neighborhood Roofing Later

Shown for roadmap only. Do not plan or build in this pass.

Open requests: — Approve before sending

Last message: —

Client hub — Dr. Dan Sample opened page

Example of one opened Client Hub page. Status chips and timeline are invented for the mockup.

Dr. Dan

Reply preference: text · Private voice: on · Status: active

Approve before sending

Email: clients+1@inbox.iqopssuite.com (plus-tag) Portal: /portal (link not emailed — SAMPLE)

Timeline

SAMPLE · Oct 28 · email · new

Subject: Intake test — please ignore
Filed under Dr. Dan via plus-tag. Unsorted tests may still sit in the real hub until matched.

SAMPLE · Oct 28 · upload · new

Vault file: hub-vault-test.txt (from go-live smoke)

SAMPLE · draft touchpoint · waiting for Easy

“Here’s your portal link and how to leave a voice note.” — not sent until Approve.

Nothing in this mockup contacts Dr. Dan. Real portal invite waits for Easy’s OK.