Built by Genesis Flow LabsLeave without saving?
Your changes have not been saved.
Activity
Who changed what, newest first. Open a row to see the changed fields.
Calendar
Today
Waiting on you
Agreements awaiting signature
Requests
Needs attention
Active projects
New project
Required fields are marked. You can add the rest later.
Projects
Find a project and follow its progress.
Project files
PDF, PNG, JPG or DOCX. Maximum 25 MB per file.
Drafts are unsigned. Download, send for signature through your workspace, then upload the signed copy as Agreement.
LHM
LHM: licensing, hosting and maintenance. See which tours need renewing. Turn tour off and Turn tour on are on a project's LHM tab.
Reminders are off until you fill in Reminder settings.
Manage LHM
Reminder settings
The owner sets the timing, wording, recipient and sender. Each reminder is drafted for your review in the Outbox and carries the renewal amount from the hosting record. Nothing is sent until you approve it and choose Send.
Add a project detail to the wording:
Without Renewal amount in the wording, the amount is added as the last paragraph.
Rates
Keep the service rates you use to prepare prices.
Manage equipment kinds in Settings. Track individual items in Equipment.
Service rates
Every priced line, in the order it reads on the rate sheet. Lines that apply to any project sit under Every project.
Partners
Modeling partners and their reviewed briefs.
Modelers
Offer modeling work and track setup.
Crew and availability
Find a technician and check their availability.
Insurance is off for everyone. Turn it on
Unavailable dates
Setup
Upload documents here for your technicians, including your internal team. Only the owner can open or delete owner-uploaded copies. Received dates can be changed below.
Set password manually
Use Send setup invite in Setup as the usual way for technicians to choose their own password.
This form is for manually setting or disabling sign-in. Technician access does not open the office console.
Open technician workspaceData
Bring in your records or download a copy.
Paste from your master sheet
Paste rows with column headers, then check them before importing.
Export and backup
Your data is yours. CSV opens in Sheets. The JSON backup restores projects and hosting terms. Download everything also includes business tables and uploaded files.
Choosing a backup restores projects and hosting terms immediately.
Your company
Outbox
Review your drafts here. Nothing is sent without your approval.
More
Automatic drafting
Sending is off, drafts wait here
Email connection
Email signatures
Mail server (set up once)
Email sending
Save your email provider's approved connection details here. Changes apply immediately. Project messages still need review before sending.
Use a STARTTLS connection, usually port 587. Ask your email provider to allow the sender and confirm domain signing. Passwords are saved privately and never displayed.
Blank fields keep saved values. Remove saved settings to start over or remove account sign-in.
Remove saved email settings? Sending will use any connection managed on the server.
Sender identities
The owner chooses each approved mailbox. These may be different accounts. A blank field sends from the sending mailbox in Mail server. An address set on the server is used instead of the one here. Your email provider must allow each sender. Google Workspace must allow sending as addresses in your domain.
Optional. Leave empty to turn this copy off. The technician cannot see this address. Office copies have no accept link or calendar invite.
Service agreements and proposals.
The name people see beside this address. Blank uses the office From name.
Scheduling confirmations, project ready and delivered, review requests, hosting renewals, visit reminders and other client messages.
The name people see beside this address. Blank uses the office From name.
Dispatch emails, their calendar invites and payout statements.
The name people see beside this address. Blank uses the office From name.
From names have not loaded yet.
Sending identities are unconfigured until the owner saves them.
Settings
Choose what you want to change.
Delete projects
Clients, sites, crew and catalogs are kept. Download a backup first.
Delete older projects only
Delete every project permanently.
Only the owner can delete projects.
Invite colleagues and manage console access. Passwords never go by email.
Deactivate this account? This person will no longer be able to sign in.
Password help
Requests remain here until you create a link or the person sets their password.
Your signed-in sessions
Browser information is supplied by the browser. Sign out everywhere ends this session too.
Manage two-factor protection for your account.
Security
Owners should turn on two-factor to protect client prices and team pay.
Scan this with your authenticator. The key is shown only during setup and expires in ten minutes.
Manual key
Authenticator URI
Save these ten recovery codes somewhere private. Each works once. They will not be shown again.
The console keeps project response, scope, upload and availability links ready automatically.
Written scopes
Save wording you reuse. Choose one default per job type. Without a saved default, the job type scope is used.
Examples for drafting help
Approved wording the console follows when it drafts a scope of work or an email for you. Accept a draft and choose Save as example, or add one here. Newest first, up to 50.
Saved starting points for projects. Existing projects retain their history.
Rules apply from top to bottom. A quote shows which rule produced each line.
When an appointment is secured
Owner setting. Enter one condition per line. Leave blank to keep appointments Held. Saving changed conditions requires a fresh owner confirmation on each project.
Dispatch requires a confirmed signed service agreement. This one is built in and cannot be switched off.
Reminder rules
Choose a recipient for each rule: the project client contact or the assigned technicians. Technician reminders apply only before a visit. Nothing sends or gets approved here. Save changes before previewing or drafting.
Only scheduled visits with a signed agreement, a visit time and a sent invitation for a current technician assignment qualify. Each chosen recipient needs an email address. Times use your company time zone. A visit already started is excluded. Competing rules produce one reminder per recipient for each scheduled visit. Overdue invoice rules use the invoice due date plus your chosen number of days, with one draft per invoice and offset. They need Finance enabled and an unpaid issued invoice with a saved contact email.
Terms line on client emails
Shows on emails to a client marked No signed agreement needed.
Changes apply to new drafts. Review saved drafts in Outbox.
How placeholders work
Placeholders fill in project details. Payout wording and technician scope keep their safety checks, including known recipient payouts.
Clients on Net 30
Final invoices for these clients are due 30 days after the invoice date. Deposits stay due on receipt.
Connect your Nextcloud portal, then create a client account from their contact row to share files.
On: clients can open, add and replace files. Off: clients can only open and download. Clients cannot delete files either way. This applies to new portal accounts; existing shares do not change.
Manage the public project request link.
Request link
Use this link on your website or in your signature. Regenerating immediately disables the previous link.
Questions and decline reasons
Questions appear in this order after contact and address details. Save a new version when the questions change. Existing requests retain their answers.
Save your job types and rules as one file, or review a file before applying it here. Your existing payout percentage and hourly target stay in Payout rule.
Apply this file using the replacement choices shown above? Every section is checked again before anything is saved.
Import project rows and download your records in Data. Backups are configured on the server.
System
Current server facts. Document totals describe saved records. File presence does not verify a backup restore.
Server operator notes
Company settings apply immediately to new proposals and agreements. The public sign-in branding uses the company name loaded at startup and needs a server restart to refresh. The background scheduler already reloads company settings on each run; company changes do not require a scheduler restart.
Payroll
Prepare saved payouts, review each technician and record payment.
Review payroll setup before your first period.
Two-week payroll
- Prepare the period.
- Review each technician.
- Record payment.
The app never moves money. Payroll emails send only when you choose Email me the breakdown or Send statements.
Payroll setup
Files
Proposals, agreements and uploaded files stay with their project. Open Projects, then Files on the project you need.
Proposals, agreements and files stay with their project.
Quotes
Prepare a proposal quote for your client.
New quote
Quote summary
Change deposit
Use the quote rule, or change this deposit with a reason. Save deposit saves this change with the current draft inputs.
Creates a Proposed project and prepares the unsigned agreement for your review in Outbox.
More actions
Opens the project form. Accept this quote first, then save the project there.
Original request
Clients
Keep client contacts, sites and projects together.
Their projects can be scheduled without a signed service agreement.
Files
Client page links
Edit a project's client page in Files. Private links appear only when you choose Copy client link.
Finance
Track invoices and payments; payments stay in your payment processor.
Equipment
Physical items, their assignments and service dates.
Reports
Current project counts and summaries by scheduled scan date.
Dispatch calendar
The private link updates by itself. Reset stops the old link.