| P01 · Paid for the lead, nobody worked it | XGo | Designed so every new lead has an owner and a next step. | Local model, planned | No automatic text or email until built. |
| P02 · Nobody knows who owns the customer | XGo | Every record shows its owner. | In source | Routing rules need acceptance. |
| P03 · Lead went to someone who can’t handle it | XGo | Routes by market and service. | In source | Defaults such as distance and one pool are unresolved. |
| P04 · Visit done, next step forgotten | XGo, XCam | Completing work creates the required next step. | Local model, in source | Not every Result continues. |
| P05 · Callbacks and appointments slip | XGo | See what is due today. | In source | Reminders and messages are planned. |
| P06 · Same info entered everywhere | XGo | One record carries the case. | In source | Shared billing is not shared production records. |
| P07 · Customer already told us, can’t find it | XGo | Notes and history stay with the case. | In source | — |
| P08 · Can’t tell what’s stuck until it’s lost | XGo | Open work is visible in one list. | In source, health planned | Health dashboard is planned. |
| P09 · Knocking doors without history | XGo | Pins keep what happened before. | In source | Territory and route tools are not established. |
| P10 · Best leads go to the wrong people | XGo | Distribution can be weighted. | In source, planned | The points formula is unspecified. |
| P11 · Who referred them, what we owe | XGo | Track who referred each lead. | In source, planned | No promised payouts or portal. |
| P12 · Rep left, open work vanished | XGo | Open work can be reassigned. | In source | Offboarding automation is undefined. |
| P13 · Can’t find proof photos | XCam | Photos and notes kept with the property record. | Local model, planned | No chain-of-custody or diagnosis claim. |
| P14 · People struggle in the field | XGo, XCam | Built for phone and desktop. A target. | Local model, planned | Tablet untested. Offline is native only and unverified. |
| P15 · Two edits, record wrong | XGo | Changes are recorded in history. | In source | — |
| XS-P10 · Can’t tell a draft from a request, a purchase and a live site | XSite | Know what is a draft, a request and a live site. | Presentation | Publication is not contracted. |
| XD-P05 · Nobody knows which offer controls the sale | XDeal | XDeal would… | Planned | Scope not approved. Coming soon. |