Dashboard

Admin-first workflow foundation.

Production Ready
PM
Step 1 of 2 Verifying account and role

Checking the signed-in account before opening the app.

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.

Pending Requests0
Building / Estimates0
Active / Review Jobs0
Completed Jobs0

Today / Catch-Up

Everything that needs attention right now.

Production Health

Quick system status for cloud, email, documents, and Tiller.

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 / Catch-Up

Daily catch-up screen for jobs, unsigned estimates, unpaid invoices, active clocks, follow-up, and missing job details.

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

Work Order Builder

Build customer, vehicle, estimate, assignment, compliance details, and job details.

Live job save ready.

Booking Builder saves this job live when you click Save Booking. Whole-app autosave is paused while you edit this form.

Work Order / Parts PO

Clean 7-digit number shown to customers and used for job lookup.
Use this PO when ordering parts for warranty lookup.

Customer / Vehicle Profiles

For manual bookings, choose an existing customer to prefill customer info. Then select one or multiple vehicles for the booking. The first selected vehicle fills the main vehicle fields, while all selected vehicle IDs save to the booking.

Choose a customer to see saved vehicles.

No vehicles selected yet.
Enter customer details or choose an existing customer profile.
Add / Manage Customer and Vehicle Profiles

Add Customer

Add Vehicle

VIN decoder will fill available vehicle details. You can manually edit anything after decoding.

Tech Manual / Notes Links

Optional links saved with the job and shown in the employee job card.

These fields already existed in the app data and employee view. This patch makes them visible in the builder instead of hidden behind missing controls.

Parts Search Helper

Use the current customer/vehicle info to jump into parts websites faster.

Save or load a booking, then use Parts Search to copy the vehicle/search text or open RockAuto, PartsTech, RepairLink, Amazon, and eBay.
Employee AssignmentChoose tech type, skills, availability, and assigned employees

Availability is employee-based. First choose the required tech type/skill, then the system checks each matching employee against their work days, start/end time, days off, and overlapping accepted/assigned jobs.

Example: choose “All mechanics / technicians” for normal jobs, “Lead techs only” for harder diagnostics, or “Apprentices only” when you just need a helper.
Choose a scheduled date/time to see availability details.

Estimate Line Items

Parts, labor, fees, warranty, and conditions.

Labor / Pricing

Presets are editable starting points. Most repair presets are labor only; add parts as line items.
Diagnostic/labor-only jobs default to no sales tax. If parts or materials are supplied/installed, switch tax handling to repair with parts/materials.
Estimate / Invoice Compliance DetailsFlorida disclosure, authorization, warranty, storage, final odometer, and payment fields

Draft fields for estimate/invoice documents. Review with your attorney before using as final legal paperwork.

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.

Parts Warranty Lookup

Search by customer, VIN, PO, work order, vendor, part number, or part description. Results focus on parts still under warranty.

Fast Parts Workflow

  1. Select the job to fill vehicle/VIN info.
  2. Type the needed part or exact part number.
  3. Open a vendor link and paste the copied search text when the site does not support direct search.
  4. Add parts to the estimate as separate line items once pricing is confirmed.

Jobs

Jobs command center for request review, schedule/assign, estimate, approval, work order, completion, invoice, payment, and archive.

0 new
Choose a request or job from the queue, or click + New Job to start a manual job.

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 Work Order 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.

Total Preview $0.00 Balance preview will update as you type.

Saved Quick Estimates

Estimate

Draft estimate format. Send to customer for e-signature or use browser print to save as PDF.

Invoice

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 and track server-owned signing receipts.

Document server not configured: customer signing, email sending, signed PDFs, and persistent receipt storage require the Cloudflare Worker Web App URL.

Document Requests

Choose a document request to view details.
Signed Document Archive
Employee ViewField operations

Today

Employee

Up next

Your next assigned job

Assigned dispatch

My jobs

0

Clocking

Time & pay period

0.00 hr

Today’s entries

Manager support

Requests

0 open

Recent requests

Employee settings

More

Matched
PM

Employee

Mobile Technician

No email matched
Login connected
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Availability

My normal schedule

Work days, hours, counties, and daily capacity
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Day off / time off

Request schedule coverage

Normal requests or urgent manager check-in
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Request statusNew request

Time off request history

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Dispatch status

Job assignment connection

Check login, profile, and saved assignments
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Connection healthChecking
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Development access

Preview employee profile

Accounting

Review money, bills, bank matches, Tiller, and tax-prep reports without scrolling through one oversized page.

Financial command center

Choose the area you need

Only one accounting area stays open at a time, so the Tiller setup and transaction history no longer make the page feel endless.

Financial reporting rule: Finalized invoices are used for receivables and payment matching. Draft estimates, active jobs without an invoice, canceled jobs, archived jobs, personal transactions, and internal transfers are excluded from business totals.

Owner payroll

Payroll & Gusto Export

Review labor cost, adjust closed clock records, print the selected pay period, and export the final CSV for Gusto.

Choose a pay period to review employee pay.

Payroll spending — last 6 months

Monthly closed-clock payroll cost with the six-month average shown across the chart.

Before exporting to Gusto

  1. Confirm the pay-period dates and employee filter.
  2. Review total hours and employee totals.
  3. Edit any incorrect closed clock record below.
  4. Print or save the report for your records.
  5. Export the CSV and review it again inside Gusto before submitting payroll.
Open clocks are not included. Close any running employee clock before exporting payroll.

Selected Pay Period

Job, travel, and admin labor summarized by employee.

Clock Record Detail

Edit a closed clock when the time, type, rate, or note needs correction. Changes are saved to the existing clock record and included in Analytics.

Analytics / Reports

Owner-only reports for revenue, payments, outstanding balances, categories, and employee performance.

Reporting rule: Revenue and balances use finalized invoices only. Deposits are included in collected amounts; draft, canceled, archived, rejected, and declined jobs are excluded.

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

Production access, employee setup, health checks, and development testing tools.

Corporate Sync Diagnostics

Storage mode, revision, table counts, save operations, and sync health.

Run diagnostics after backend deploy.

Cloud Audit

Backend login/save/sync activity from Cloudflare.

Cloud backend audit appears here.