Sales Analytics
Live totals from the database via the profile-sync plugin — this tab has no offline/demo fallback.
Revenue by Month
Schedule & Availability
Assign a Shift
Invoice & Job Tracker
Live records from the database via the profile-sync plugin — this tab has no offline/demo fallback.
| Job / Invoice | Client | Amount | Status |
|---|
Employee Roster
Live records from the database via the profile-sync plugin — this tab has no offline/demo fallback. The same employee list is used by the Schedule & Availability tab above. "Hours Worked" is an all-time total from the Crew Portal time clock (completed clock-outs only).
| ID | Name | Contact | Role Tag | Status | Hours Worked | Assigned Jobs |
|---|
System Admin Accounts
Full Admin Dashboard access — separate from the Employee Roster above, since an admin login has no employee record.
| Username | Full Name | Created |
|---|
Timecards
Weekly totals from the Crew Portal time clock — this tab has no offline/demo fallback.
Job Photos
Before/in-progress/after photos uploaded by crew members from the Crew Portal — this tab has no offline/demo fallback.
Clients
Live records from the database via the profile-sync plugin. Use "+ Add Client" to create a login for someone directly, without waiting on self-service sign-up.
| Client ID | Name | Contact | Service Address | Joined |
|---|
Applicants
Live records from the database via the profile-sync plugin — submissions from the Careers page's application form.
| Applicant | Position | Experience | License | Availability | Status |
|---|
Steel Building Quotes
Live records from the database via the profile-sync plugin — submissions from the Steel Buildings page's quote form.
| Customer | Building | Dimensions | Gauges | Status |
|---|
Quotes & Leads Management
Real submissions from every visitor — the quote questionnaire, the homepage estimate form, and the contact form — pulled live from the Submissions post type.
Quote Sources
Monthly Lead Volume
| Submitted | Source | Contact | Service | Status |
|---|