Basicrev

Operations room with large status monitors

Operations

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Function / Operations

Visibility, not a second system of record.

Inventory counts, order status, and field schedules can be seen in HubSpot. They should be owned where the transaction actually happens.

Operations manager in a room of monitors
Factory
Collection

Plant and order visibility

Show status. Do not rebuild the ERP product file.

 Service van
Field

Visit scheduling

A job object, a date, an owner, and a ticket when something breaks.

 Architect with a diagram
Limit

The boundary

Stock levels, payroll, and ledgers are read-only guests here.
Support lead working with a headset

A practical field-service shape.

Custom object: Job. Properties: site, window, status, asset tag. Association: company and ticket. Workflow: when status hits complete, close the ticket and notify the account owner. The van stock still lives in the field system.