Admin login
Manage customer work, approvals, and orders.
Stays signed in on this device while you keep using it.
Loading Admin
Loading current work.
Today
Action queue
0Mail-in shipping
LoadingLoading mail-in bookings.
Messages
Customer texts, email leads, and delivery issues.
No priority work right now.
Needs attention includes paused conversations, failed deliveries, overdue privacy requests, and open privacy incidents.
Email leads
0Email lead details
Select oneSelect an email lead to view its message.
Customer messages
0Customer conversation
Select oneSelect a conversation to view customer details and history.
Delivery issues
0Jobs
Active work, invoices awaiting payment, and complete job history.
Interac transfers to match
0Active jobs
0Inventory
Parts on hand, reserved for jobs, consumed cost, and reorder needs.
Items
0Reorder
0Movement history
0Schedule
Appointments, promised work, and owner tasks across every job.
Overdue
0Today
0Upcoming
0Approvals
Review customer requests and proposed social replies.
Appointment approvals
0New customer requests
0Other approvals
0Social draft review
0Instagram comment review
0Customers
Permanent customer records with jobs, invoices, messages, and notes.
Customer records
0Customer record
Select oneSelect a customer to view their complete record.
Privacy requests
0Privacy incidents
0Reviews
Check the recipient, recorded permission, send time, and exact message before scheduling one Google review text.
Setup
CheckingCompleted work
0Campaign history
0Reports / Finance
Derived books, issued tax documents, and reconciliation warnings.
Derived books
Issued documents, settled money, allocations, inventory costs, and known Square fees.
A/R aging
0 invoicesStatements
CADTrial balance
Loading| Account | Debit | Credit |
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Reconciliation
—Full business export
Customers, messages, estimates, jobs, schedules, inventory, invoices, payments, tax, audit history, and derived books.
Sign-in secrets, credentials, raw webhook and outbox payloads, and private invoice links are excluded.
Tax report
Issued invoices add; issued credit notes subtract.
Registration threshold
Informational onlyIssued documents
0Analytics
Website interest and service-request conversion.
Consented visitor detail
Google Analytics includes only visitors who accepted analytics cookies.
Live now
Consent-based activity from approximately the last 30 minutes.
All-traffic trend
LoadingTraffic sources
All visitsDevices
All visitsRegional page check
Visitors in each market who opened its matching page.
Visitor locations
Select a city to see exactly which pages it opened.
Pages from selected city
Pages
Landing and content performance from consented visitors.
How visitors arrived
SessionsDevices and browsers
SessionsService request funnel
Counts are totals for each event, so one person may be counted more than once.
System / Settings
Account and service status.
System status
CheckingChecking customer tools.
Telegram
CheckingGST / QST
CheckingSquare invoices
CheckingChecking invoice availability.
Provider costs
CheckingLoading current account figures.
Test conversations
CheckingChecking removable test data.