ISHCOMMERCIAL OSLet’s talk ↗ISH TEAM / WORKFLOW REVIEW
A shared review for Ronald and the team. Follow the document, the assistance and the pricing decisions, then tell us what needs changing or explaining.
Follow the user journey from start to finish →
Inspect the pricing research and interface comparisons →
FOUR CONNECTED WORKFLOWS
Follow the invoice from the workspace through checks, durable records and reviewed document output.
The diagram highlights the selected workflow. Open it separately for search, zoom and guided exploration. The explanations and source references below remain available without using the diagram.
Describe a workflow question, missing connection or proposed correction. Feedback is saved for review when you select Send feedback.
Prefer email? Open a draftReview and send the email yourself. Unsent form text stays available while you switch workflows during this visit.
01 · THE DOCUMENT
Your workspace checks the requested edit, your authority and the current invoice version. Approved actions are recorded with the business information so the team can follow what changed.
At issue, the renderer preserves the invoice content and checks the PDF before delivery. Existing issued documents stay protected from later price-book changes.
02 · AI ASSISTANCE
Lerato uses the active document and your request to prepare a proposed action. The application checks the proposal, and you review and approve changes before they are applied.
An inspection can explain a problem without editing the invoice. A model suggestion is not verified supplier evidence. Server checks and a current document version remain necessary before applying a change.
03 · PRICING
The common resolver selects eligible price evidence and approved cost rates by region and scope. Source, supplier, date and unit travel with the result. A current project cost can take priority within that project.
An invoice selling-price adjustment remains a separate decision. Fresh local supplier evidence still needs to be maintained; the software does not certify an old observation as today’s delivered price.
04 · BRR AND REVIEWED QUOTES
The saved budget assessment preserves its package terms and evidence. An unconfirmed area or scope keeps the budget comparison provisional. A reviewed quotation needs the actual work, scope reference, checked price excluding VAT, price reference and exclusions.
The review is tied to the assessment digest so an older form cannot silently use changed terms. The assessment-service fee has its own invoice workflow. A reviewed estimate is not independent cost verification, and client BRR reports remain behind the wording-approval gate.
05 · REUSE
Shared AI, rendering and pricing capabilities are separated from the ISH commercial application. The course follows the same principle: reusable instruction with customer-specific branding and approved examples.
Future client onboarding and tenant isolation require their own verified rollout. This diagram does not claim that every future customer configuration has already been deployed.
YOUR CONNECTED WORKSPACE
Prepare quotations and invoices, review proposed changes and keep approved documents protected.
Open Commercial OS →Eleven available lessons explain civil quotations, invoicing, BRR and Settings. Begin with lesson 01, practise safely and return to your saved playback position. Express training remains hidden until the feature is live.
Open the Academy →Compare the monthly service, onboarding and scoped assistance for your company.
Explore pricing →BUSINESS RESPONSIBILITIES
An active ISH user is loaded from the commercial user record.
The whole invoice page supports section selection and movement.
The BRR review form collects scope, references, price and exclusions.
The API routes invoice changes through authenticated business handlers.
BRR assessment and reviewed quotation routes are implemented here.
Explicit form actions use the tool registry and approval/audit records.
Only registered handlers are selected for execution.
SQLAlchemy connects to the configured Business records database.
Transactional response receipts support recovery after a lost response.
The server verifies the JWT audience and signature.
Protected routes resolve the current authenticated user.
The source defaults to Assistance service and Lerato assistance; environment values can override defaults.
The provider adapter applies model, timeout and output controls.
Eligible evidence is selected with region, freshness, validity and unit checks.
Approved project or company costs are a distinct controlled input.
PDF review uses the configured vision model and every page, independently of assistant drafting.
Method-statement drafts retain audited wording per quote revision and restore damaged caches from Business records.
The delivered PDF is checked against its file hash and gate receipt.
Quote rendering carries the saved price and scope attribution.
Artifact access is checked before the saved file is served.
The send workflow is separate from creating and approving the business document.
A digest identifies the exact assessment used for a reviewed quotation.
Saved assessment terms preserve the package basis.
Client-report output is blocked until the wording approval is recorded.
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