Dashboard
Admin-first workflow foundation.
Owner Command Center
Today’s business snapshot
Use this dashboard as the first stop for calls, open work, money, documents, employee requests, and owner-only reports.
Owner Focus
Highest-priority items that need action.
Today’s Jobs
Schedule, status, employee assignment, and balances.
Documents & Signatures
Sent estimates/invoices and signed document archive status.
Manager Inbox
Employee requests for supplies, tools, questions, time off, training, and recertification.
Employee Coverage
Quick look at who is active, off today, or already loaded with work.
Workflow
Website request → quick estimate or booking builder → job packet → signed estimate → schedule/clocking → manager review → invoice → payment/accounting → tax statement/reporting.
Setup Checklist
Before using this with real customers, confirm the important business, employee, document, accounting, and backup settings.
Today Mode
Daily operations screen for calls, scheduling, active clocks, job review, due memberships, customer follow-up, and backups.
Today's Jobs
Active Employee Clocks
Recurring / Membership Due Soon
Customer Communication Follow-up
Pending Requests
Pending requests appear first. Converted/rejected requests stay in history.
Request History
Booking Builder
Build customer, vehicle, estimate, assignment, compliance details, and job details.
Job Packet
One screen for customer, vehicle, estimate, signature, schedule, tech, invoice, payment, and history.
Choose a job to open the full packet.
Parts Search
Build one clean search packet from the job/vehicle and open your common parts sources.
Choosing a booking fills customer vehicle info. You can edit the search fields before opening vendor links.
Enter a part/repair or select a booking to build vendor links.
Vendor Links
Some vendor sites require login or manual vehicle selection. Use “Copy Search Text” before opening them.
Fast Parts Workflow
- Select the job to fill vehicle/VIN info.
- Type the needed part or exact part number.
- Open a vendor link and paste the copied search text when the site does not support direct search.
- Add parts to the estimate as separate line items once pricing is confirmed.
Bookings / Jobs
Admin control center for building bookings, active jobs, review jobs, and completed history.
Open / Active Work
Active jobs and jobs ready for admin review appear first.
Completed / Canceled Job History
Customer Records
Search customer, vehicle, VIN, tag, mileage, warranty notes, and service history.
Add Customer / Vehicle Manually
Add Customer
Add Vehicle
VIN decoder will auto-fill what NHTSA can identify. Review and edit before saving.
Choose a customer to view details.
Memberships / Recurring Services
Create monthly, quarterly, yearly, and mileage-based service plans. Assign them to customers and generate due jobs.
Add Membership Plan
Add Customer Membership
Membership Plans
Reusable services such as monthly detailing, inspections, or fleet plans.
Customer Memberships
Active recurring services and next due dates.
Service Catalog
Fixed-rate labor presets used by Quick Estimate and Booking Builder. Parts stay separate as line items.
Catalog Items
Quick Estimate
Fast quote foundation. Save a quick estimate or convert it into a full booking.
Saved Quick Estimates
Estimate Preview
Draft estimate format. Send to customer for e-signature or use browser print to save as PDF.
Invoice Preview
Draft invoice format. Send to customer for e-signature or use browser print to save as PDF.
Documents / Signatures
Send estimates or invoices for signature, track status, and store signed PDF records through the Apps Script backend.
Backend not configured yet: local demo links will work only on this browser. Deploy the included Apps Script backend to create signed PDFs, email copies, and store files in Drive.
Document Requests
Choose a document request to view details.
Signed Document Archive
Employee Mobile View
Field workflow first: jobs, clocking, arrival mileage, and quick work updates.
Accepted job cards include Start Travel, Start Job Time, Clock Out, Arrived, odometer entry, and job notes.
Available / Assigned Jobs
Jobs assigned to you or open jobs you are allowed to accept.
My Accepted Jobs
Start travel, clock job time, enter arrival mileage, and send job notes from here.
Employee Requests
Send supply, tool, time off, certification, question, or knowledge requests to management.
My Request History
My Availability
Employees can update normal work days, hours, counties, max jobs per day, and requested days off from here.
Accounting
Owner-only bank feed matching, Tiller transaction sync, invoice payment matching, and category automation.
This tab does not ask for bank logins. It reads the Tiller-powered Google Sheet you already connected. For full automation, deploy the Apps Script backend and paste the Web App URL in
js/config.js.
Tiller / Google Sheets Connection
Example: docs.google.com/spreadsheets/d/THIS_PART/edit
No accounting sync yet.
Automation Rules
The system auto-categorizes customer payments and common business spending. Invoice matches use amount, customer name, phone, and document number.
Bills / Payables
Track vendor bills, recurring expenses, gas, parts, software, insurance, and other payables. Tiller transactions can still auto-categorize when imported.
Add / Insert Bill
Tax Statement / Expense Report
Build a printable statement from bills and Tiller bank statement transactions. Default mode deduplicates matched bills so the same expense is not counted twice.
This is an internal tax-prep report from your records. Review with your tax professional before filing.
Employee Pay / Payroll Export
Tracks travel time and job time separately, estimates payroll cost, and exports a CSV that can be uploaded with Gusto Smart Import.
Choose a pay period to review employee pay.
Clock Record Detail
Invoice Payment Matches
Suggested and applied matches between bank transactions and your invoices.
Recent Tiller Transactions
Imported from Tiller or CSV. Categories are suggested locally before pushing to Sheets.
Analytics / Reports
Owner-only reports for revenue, payments, outstanding balances, categories, and employee performance.
Revenue / Balance Report
Employee Report
Payroll / Clocked Labor Cost
Profit Snapshot
Accounting Categories
Open Receivables
Backup / Export
Protect localStorage data before connecting Google Sheets or making major workflow changes.
Full Data Backup
Exports every local table, including customers, vehicles, bookings, documents, mileage, employee availability, and service catalog.
Restore Backup
Import a JSON backup created by this system. This replaces the local browser database.
CSV Exports
Download lightweight CSVs for customers, vehicles, jobs, and document history.
No backup action yet.
Audit Log
Records important actions like document sending/signing, job status changes, cancellations, mileage, backups, and customer communication.
Settings
Edit shop defaults and employee setup in js/config.js. This prototype is localStorage-based for now.