IP Library Granted Patent US 12699935
Granted Patent B1
US 12699935 · App. 18/314,580 · Granted Aug 4, 2026

Real-time collection and display of management information

Inventors: Kevin D. Matthews (Omaha, NE); Stephen M. Hudson, Jr. (Omaha, NE)
Assignee: SUMMIT WASH HOLDINGS, L.L.C.
G06Q10/063114
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12699935
App. No.
18/314,580
Granted
Aug 4, 2026
Kind
B1
Abstract

A real-time management system includes a processor to receive a schedule with tasks to be completed by a first associate at time intervals, a database with contact information for a device of the first associate and another device of a second associate having a managerial role with respect to the first associate, and a communications interface to initiate communications with the first device and the second device. The system initiates a first alert to the device of the first associate to notify the first associate of a task prior to an expiration of a time interval, determine completion/non-completion of the task, and based upon the completion/non-completion of the task by the first associate, initiate a second alert to the device of the second associate to inform the second associate of a status of the task. The real-time management system also includes a physical indicator of at least one task.

Claims (57)

1 . A real-time management system comprising:

one or more processors configured to receive an electronic schedule including a plurality of tasks assigned to be completed at a worksite by at least one first associate at a plurality of time intervals, each one of the plurality of time intervals associated with a corresponding one of the plurality of tasks, each one of the plurality of tasks assigned to the at least one first associate based upon a role assigned to the at least one first associate;

one or more databases including electronic contact information for a first electronic device associated with the at least one first associate, a second electronic device associated with at least one second associate, and a third electronic device associated with at least one third associate,

the one or more databases further including a schedule of roles for the at least one first associate, the at least one second associate, and the at least one third associate, where the roles are dynamically assignable to the at least one first associate, the at least one second associate, and the at least one third associate so that the at least one second associate has a managerial role with respect to the at least one first associate, and the at least one third associate has a managerial role with respect to the at least one second associate during the plurality of time intervals;

one or more communications interfaces configured to initiate electronic communications with the first electronic device, the second electronic device, and the third electronic device;

one or more memories having computer executable instructions stored thereon, the computer executable instructions configured for execution by the one or more processors to:

initiate, via the one or more communications interfaces and using the electronic contact information for the first electronic device associated with the at least one first associate, a first alert to the first electronic device to notify the at least one first associate of a particular task of the plurality of the tasks to be completed by the first associate prior to an expiration of a time interval associated with the task, the first alert including the time interval associated with the task,

determine at least one of a completion or a non-completion of the particular task, based upon a receipt or a non-receipt of an electronic indication from the at least one first associate responsive or non-responsive to the first alert,

based upon the completion or the non-completion of the particular task by the at least one first associate, initiate, via the one or more communications interfaces and using the electronic contact information for the second electronic device associated with the at least one second associate, a second alert to the second electronic device to inform the at least one second associate of a status of the particular task,

determine, based at least in part upon the completion or the non-completion of the particular task by the at least one first associate, a variance for the worksite,

when non-completion of the particular task by the at least one first associate is determined, initiate, via the one or more communications interfaces and using the electronic contact information for the second electronic device associated with the at least one second associate, a third alert to the second electronic device to notify the at least one second associate of the variance for the worksite and request additional information about the non-completion of the task, the third alert including a time interval associated with the request,

determine at least one of a completion or anon-completion of the request, based upon a receipt or a non-receipt of an electronic indication from the at least one second associate responsive or non-responsive to the third alert, and

based upon the completion or the non-completion of the request by the at least one second associate, initiate, via the one or more communications interfaces and using the electronic contact information for the third electronic device associated with the at least one third associate, a fourth alert to the third electronic device to inform the at least one third associate of a status of the request; and

a physical indicator of at least one task of the plurality of tasks, the physical indicator associated with the at least one task by the one or more processors such that responsive to a presence of the physical indicator at a site where the at least one task is to be completed and where the at least one first associate is present, the first electronic device associated with the at least one first associate is configured to provide the first alert to the first electronic device associated with the at least one first associate, wherein the at least one task of the plurality of tasks is a task that is physically present at the site associated with the physical indicator and is associated with the physical indicator based upon its presence at the site.

2 . The real-time management system as recited in claim 1 , wherein the physical indicator is a quick response (QR) code.

3 . The real-time management system as recited in claim 2 , wherein the QR code is displayed on a plaque.

4 . The real-time management system as recited in claim 1 , wherein at least one of the first alert or the second alert comprises a checklist.

5 . The real-time management system as recited in claim 1 , wherein the second alert comprises at least one site score associated with the particular task to be completed by the at least one first associate at the site associated with the physical indicator.

6 . The real-time management system as recited in claim 5 , wherein the site score is provided to the second electronic device in the form of at least one of a text message or an email message.

7 . A method for implementing real-time management for an organization, the method comprising:

receiving an electronic schedule including a plurality of tasks assigned to be completed at a worksite by at least one first associate at a plurality of time intervals, each one of the plurality of time intervals associated with a corresponding one of the plurality of tasks, each one of the plurality of tasks assigned to the at least one first associate based upon a role assigned to the at least one first associate;

storing, via one or more databases, electronic contact information for a first electronic device associated with the at least one first associate, a second electronic device associated with at least one second associate, and a third electronic device associated with at least one third associate;

storing, via the one or more databases, a schedule of roles for the at least one first associate, the at least one second associate, and the at least one third associate, where the roles are dynamically assignable to the at least one first associate, the at least one second associate, and the at least one third associate so that the at least one second associate has a managerial role with respect to the at least one first associate, and the at least one third associate has a managerial role with respect to the at least one second associate during the plurality of time intervals;

initiating, via one or more communications interfaces and using the electronic contact information for the first electronic device associated with the at least one first associate, a first alert to the first electronic device to notify the at least one first associate of a particular task of the plurality of the tasks to be completed by the first associate prior to an expiration of a time interval associated with the task;

determining at least one of a completion or a non-completion of the particular task, based upon a receipt or a non-receipt of an electronic indication from the at least one first associate responsive or non-responsive to the first alert;

based upon the completion or the non-completion of the particular task by the at least one first associate, initiating, via the one or more communications interfaces and using the electronic contact information for the second electronic device associated with the at least one second associate, a second alert to the second electronic device to inform the at least one second associate of a status of the particular task;

associating a physical indicator of at least one task of the plurality of tasks with the at least one task such that, responsive to a presence of the physical indicator at a site where the at least one task is to be completed and where the at least one first associate is present, the first electronic device associated with the at least one first associate provides the first alert to the first electronic device associated with the at least one first associate, wherein the at least one task of the plurality of tasks is a task that is physically present at the site associated with the physical indicator and is associated with the physical indicator based upon its presence at the site;

determining, based at least in part upon the completion or the non-completion of the particular task by the at least one first associate, a variance for the worksite;

when non-completion of the particular task by the at least one first associate is determined, initiating, via the one or more communications interfaces and using the electronic contact information for the second electronic device associated with the at least one second associate, a third alert to the second electronic device to notify the at least one second associate of the variance for the worksite and request additional information about the non-completion of the task, the third alert including a time interval associated with the request;

determining at least one of a completion or a non-completion of the request, based upon a receipt or anon-receipt of an electronic indication from the at least one second associate responsive or non-responsive to the third alert; and

based upon the completion or the non-completion of the request by the at least one second associate, initiating, via the one or more communications interfaces and using the electronic contact information for the third electronic device associated with the at least one third associate, a fourth alert to the third electronic device to inform the at least one third associate of a status of the request.

8 . The method as recited in claim 7 , wherein the first alert includes the time interval associated with the task.

9 . The method as recited in claim 7 , wherein the physical indicator is a quick response (QR) code.

10 . The method as recited in claim 9 , wherein the QR code is displayed on a plaque.

11 . The method as recited in claim 7 , wherein at least one of the first alert or the second alert comprises a checklist.

12 . The method as recited in claim 7 , wherein the second alert comprises at least one site score associated with the particular task to be completed by the at least one first associate at the site associated with the physical indicator.

13 . The method as recited in claim 12 , wherein the site score is provided to the second electronic device in the form of at least one of a text message or an email message.

14 . A real-time management system comprising:

one or more processors configured to receive an electronic schedule including a plurality of tasks assigned to be completed at a worksite by at least one first associate at a plurality of time intervals, each one of the plurality of time intervals associated with a corresponding one of the plurality of tasks, each one of the plurality of tasks assigned to the at least one first associate based upon a role assigned to the at least one first associate;

one or more databases including electronic contact information for a first electronic device associated with the at least one first associate, a second electronic device associated with at least one second associate, and a third electronic device associated with at least one third associate,

the one or more databases further including a schedule of roles for the at least one first associate, the at least one second associate, and the at least one third associate, where the roles are dynamically assignable to the at least one first associate, the at least one second associate, and the at least one third associate so that the at least one second associate has a managerial role with respect to the at least one first associate, and the at least one third associate has a managerial role with respect to the at least one second associate during the plurality of time intervals;

one or more communications interfaces configured to initiate electronic communications with the first electronic device, the second electronic device, and the third electronic device;

one or more memories having computer executable instructions stored thereon, the computer executable instructions configured for execution by the one or more processors to:

initiate, via the one or more communications interfaces and using the electronic contact information for the first electronic device associated with the at least one first associate, a first alert to the first electronic device to notify the at least one first associate of a particular task of the plurality of the tasks to be completed by the first associate prior to an expiration of a time interval associated with the task,

determine at least one of a completion or a non-completion of the particular task, based upon a receipt or a non-receipt of an electronic indication from the at least one first associate responsive or non-responsive to the first alert,

based upon the completion or the non-completion of the particular task by the at least one first associate, initiate, via the one or more communications interfaces and using the electronic contact information for the second electronic device associated with the at least one second associate, a second alert to the second electronic device to inform the at least one second associate of a status of the particular task,

determine, based at least in part upon the completion or the non-completion of the particular task by the at least one first associate, a variance for the worksite,

when non-completion of the particular task by the at least one first associate is determined, initiate, via the one or more communications interfaces and using the electronic contact information for the second electronic device associated with the at least one second associate, a third alert to the second electronic device to notify the at least one second associate of the variance for the worksite and request additional information about the non-completion of the task, the third alert including a time interval associated with the request,

determine at least one of a completion or a non-completion of the request, based upon a receipt or anon-receipt of an electronic indication from the at least one second associate responsive or non-responsive to the third alert, and

based upon the completion or the non-completion of the request by the at least one second associate, initiate, via the one or more communications interfaces and using the electronic contact information for the third electronic device associated with the at least one third associate, a fourth alert to the third electronic device to inform the at least one third associate of a status of the request; and

a physical indicator of at least one task of the plurality of tasks, the physical indicator associated with the at least one task by the one or more processors such that, responsive to a presence of the physical indicator at a site where the at least one task is to be completed and where the at least one first associate is present, the first electronic device associated with the at least one first associate is configured to provide the first alert to the first electronic device associated with the at least one first associate, wherein the at least one task of the plurality of tasks is a task that is physically present at the site of associated with the physical indicator and is associated with the physical indicator based upon its presence at the site.

15 . The real-time management system as recited in claim 14 , wherein the first alert includes the time interval associated with the task.

16 . The real-time management system as recited in claim 14 , wherein the physical indicator is a quick response (QR) code.

17 . The real-time management system as recited in claim 16 , wherein the QR code is displayed on a plaque.

18 . The real-time management system as recited in claim 14 , wherein at least one of the first alert or the second alert comprises a checklist.

19 . The real-time management system as recited in claim 14 , wherein the second alert comprises at least one site score associated with the particular task to be completed by the at least one first associate at the site associated with the physical indicator.

20 . The real-time management system as recited in claim 19 , wherein the site score is provided to the second electronic device in the form of at least one of a text message or an email message.