Board
Live view of all active jobs, grouped by status. The day-count on each card shows how long a job has sat in its current status — watch for jobs stuck too long (amber/red).
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Needs attention
Nothing's been sitting too long — the board is healthy. 👍
Roles & permissions
Who can do what, generated live from the app's permission map
(_utils.gs backend + permissions.js frontend — kept in lockstep).
✓ = allowed · Own = own records only · · = not allowed.
| Capability | |
|---|---|
Money boundaries (confirmed against the live code): only the Owner can unlock a locked commission statement; a Salesperson sees only their own commission; Admin-assistant can build & lock but not unlock; Finance can view all statements but cannot build, lock, or unlock.
Profile
Change password
Use a passphrase. At least 8 characters. Don't use your username.
Team
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No users yet
Tap "Add user" to create the first one.
Add user
User created
The password below shows only once — copy it and tell the user verbally. They'll be prompted to change it on first login.
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Clients
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No clients yet
Tap "Add client" to create the first one.
| Name | Client# | Phone | Address | ||
|---|---|---|---|---|---|
Jobs
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No jobs match
Tap "+ New job" to create one, or reset the filters.
| Status | Job# | Client | Title | Salesperson | Amount | Updated |
|---|---|---|---|---|---|---|
New job
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Tier history
Costing
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Commission
A commission statement (Commission #N) collects a salesperson's invoiced jobs for a cycle. Paid jobs earn commission (gross profit × rate); unpaid jobs are listed but carried forward. Build a draft, click any job row to review or fix its costing, add free-form adjustments, then lock it to finalise (paid jobs become commission-claimed). Locked statements are a permanent record — only the Owner can unlock.
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No commission statements yet
Tap “+ New statement” to build one.
| Statement # | Salesperson | Close date | Status | Total Claim |
|---|---|---|---|---|
Loading statement…
| Date | Invoice# | Client | Description | Payment | Invoice Amt | Status | Purchase | Transport | Labour | Remarks | Total Cost | Gross Profit | G Margin | Commission |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brought forward from previous claim (not paid) | ||||||||||||||
| This cycle | ||||||||||||||
| No eligible jobs for this cycle. | ||||||||||||||