Dashboard / Overview
Open work orders
—
Revenue owed
—
Invoiced unpaid
Tech payouts pending
—
Net profit (all time)
—
Recent work orders
No work orders yet
Needs attention
Nothing pending
Work Orders
| WO ID | Date | Client | Store | Location | Trade | NTE | Tech | Priority | Status | Pay Tech | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
No work orders | |||||||||||
New Work Order
Unsaved changes
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1 · Identification & Job Info
▼
Required
Required
Required
Required
Required
Required
Required
2 · Technician & Cost
▼
Required when tech assigned
3 · Billable Amount Breakdown (invoicing — separate from tech cost)
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| Description | Units | Unit Price ($) | Total ($) | |
|---|---|---|---|---|
| Breakdown Total: | $0.00 | |||
4 · Documents & Photos
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| Document | Required | Status | File | Action |
|---|---|---|---|---|
| Sign-Off Sheet | Required to complete | Pending | No file | |
| Before & After Photos | Required to complete | Pending | No files | |
| Material Receipts / Other Docs | Optional | — | No files |
Clients & Portals
| ID | Name | Type | Phone | City | Status | Status Date | Terms | Jobs | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
No clients yet | ||||||||||
Add Client
Client Information
Required
Required
Address
Required
Required
Required
Required
Billing Address (if different)
Technicians / Subcontractors
| ID | Name | Trade | Phone | City | W9 | Serv. Agreement | Status | Jobs | Actions |
|---|---|---|---|---|---|---|---|---|---|
No technicians yet | |||||||||
Add Technician
Technician Information
Required
Required
Required
Active requires W9 + SA completed
Address
Required
Required
Required
Required
Compliance Documents
No file uploaded
Pending
No file uploaded
Pending
⚠ Tech cannot be set to Active unless both W9 and Service Agreement are Completed. Active techs only can be assigned to work orders.
Financial Overview
Total NTE billed
$0
Total collected
$0
Tech costs total
$0
Gross profit
$0
Job-by-job breakdown
| WO ID | Client | Tech | NTE | Tech Cost | Material | Labor | Pay Tech | Invoice | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
No data | ||||||||||
Team Members
How to invite your team:
1. Supabase → Authentication → Users → Invite User
2. Enter their email — they get a setup link
3. After first sign-in → Table Editor → profiles → set their role
Roles:
1. Supabase → Authentication → Users → Invite User
2. Enter their email — they get a setup link
3. After first sign-in → Table Editor → profiles → set their role
Roles:
admin
dispatcher
tech
History
Sign-Off Sheet
Tech Payment Bill
Invoice