Revenue Goal
Booked recurring revenue compared with the remaining monthly revenue target.
Revenue Economics
How current booked recurring revenue is allocated across labor, supplies, consumables, overhead, and projected profit.
Forecast & Capacity Outlook
Forward-looking revenue, capacity, concentration, and account profitability signals based on current CRM data.
Growth Forecast Scenarios
Pipeline conversion scenarios capped by available labor capacity.
Capacity Forecast
Committed workload compared with active Owner and employee weekly capacity.
Client Profitability Signals
Projected account economics with recent actual-versus-expected labor direction.
Pipeline
Highest Revenue per Hour
Recent Proposals
Leads
Track prospective Companies through qualification, proposals, and conversion to Customers.
Documents
Search every Company document you are permitted to access, or open a dedicated library.
Owner Finance
Track operating cash, reserves, owner draws, and available funds.
Cash & Reserve
Record Owner Draw
Reporting
Analyze business performance, operations, quality, labor, receivables, and pipeline data. Export the selected report or the complete report package.
Date filters apply to visits, inspections, invoice issue dates, payments, and proposal dates. Current MRR, capacity, profitability, and open balances remain point-in-time values.
Executive Summary
Clients & Prospects
Update status and assignments directly from this screen.
Employees
Internal staffing, loaded cost, capacity, and assigned accounts.
Work Orders
Accepted estimates become eligible for an explicit Work Order preflight and authorized conversion.
Service Visits
Execute scheduled work, complete checklists, record actual labor, and document issues.
Inspections & Quality Control
Score completed service visits, document deficiencies, and create corrective follow-up.
Inspection Queue
Completed Service Visits that do not yet have a quality inspection.
Operations Today
Tonight's work, open issues, route status, and items that need attention.
Routes
Optimize Service Visit routes and review saved Route History.
Optimized Route Planner
Build a drive-time optimized route from the Service Visits scheduled for a selected date.
Recent Route History
Successful optimized routes are saved automatically. Open a past route to review its stop order and travel totals.
Issues & Follow-Ups
Review open service issues and corrective follow-ups across all accounts.
Inventory
Maintain supply, consumable, chemical, and equipment stock across Company-controlled Locations.
Requests & Purchasing
Submit field supply requests, review demand, and move approved purchases through receiving.
Capacity
Review scheduled workload, available cleaning capacity, and utilization.
Assignments
See how Clients, Work Orders, and Service Visits are distributed across the team.
Employee Roles
Maintain reusable workforce role names used on Employee records.
Users & Access
Invite users, manage organization roles and status, link Employee records, and securely view the app as another user.
Finance Overview
Monitor receivables, collections, operating cash, and reserve position.
Scheduling
Review one month at a time and move through recurring service visits with previous/next controls. On mobile, tap a date to open its visit agenda.
Estimates
Open saved estimates read-only, create controlled revisions, and explicitly convert accepted work into recurring or one-time jobs.
Estimate Templates
Reuse Company-approved estimate structures without changing proposals already created from an earlier version.
Create Proposal
Build the estimate, save a revision, review it, then explicitly advance its status.
Field recovery is ready. Drafts are private to your signed-in user and Company.
ClientEstimate identity, customer, contact, and service locationExpand / collapse
Lines of Business
Select one or more services. Each selected builder starts collapsed and keeps its own pricing and scope.
Proposal Content & TermsExecutive summary, responsibilities, assumptions, exclusions, credentials, terms, and expirationExpand / collapse
Building & Schedule
Site Walkthrough Areas
Measure each cleanable area separately. Length × width can calculate cleanable square footage. Floor type and cleaning method use distinct production rates.
Structured Scope & Workloading
One task per row becomes the accepted scope, Work Order scope, and applicable Service Visit checklist item. Starter rates are examples and must be reviewed by the Company.
Inventory & SuppliesPlan startup stock, per-visit usage, and who supplies each itemExpand / collapse
Service Inventory Requirements
Requirements are tied to the selected service location and copied into the accepted Work Order. Stock is not deducted until an authorized movement is recorded.
Janitorial Add-ons
Recommended Bid
Additional Janitorial Scope Notes
Structured tasks above control calculated labor and checklist handoff. Use this field for additional proposal wording or for legacy estimates that have not been converted to structured workloading.
One-Time Services & Charges
Add billable services. Mark operational items to place a locked one-time task in the Work Order scope and Service Visit checklist.
Proposal Options & Client-Selectable Add-ons
Every new estimate starts as one standard proposal. Add custom-labeled alternatives only when the customer needs a choice.
Eligible Client Add-ons
Checked items appear as optional selections on the secure customer response page. Unchecked items remain included in the base program pricing.
Internal Labor Costing & Margin GuardrailInternal costing, crew allocation, margin target, and approval controlsExpand / collapse
Use a fast blended rate or allocate labor across a planned crew. These costs are internal and never appear in the client proposal.
Planned crew allocation
Allocation must total 100%. Loaded cost includes wage, payroll burden, workers’ compensation, PTO/benefits, and shift premium.
Email & Customer Response
Tracked PDF delivery, customer review, messages, and formal acceptance for the active saved estimate.
Save a revision when you are ready to email it or request a formal customer response.
Estimating Approvals & Performance
Review exact estimate revisions and analyze Company proposal outcomes alongside post-award operating results.
Pending approvals
Owner or Admin decisions apply only to the exact saved revision shown.
Company estimating performance
Advanced reporting entitlement required. Wages and internal margins never appear in the Client environment.
Recent approval decisions
Invoices
Create recurring or one-time invoices, bill approved visit charges, track receivables, and attach secure hosted payment pages.
Internal Documents
Company-owned training, policies, and reference material for permitted Company employees.
Documents are private to authorized company users and reviewed every six months.
External Documents
Company-owned documents that can be shared with selected Clients or all Clients.
External classification never changes Company ownership. Client access is controlled through explicit sharing relationships.
Deleted Documents
Managers and above can restore documents for 30 days before permanent removal.
Client-Owned Documents
Support view for documents owned by individual Clients. These remain separate from Company documents.
Pricing & Estimating
Manage pricing assumptions, productivity, frequency multipliers, and estimating economics.
Operational Defaults
Configure travel assumptions, owner capacity, revenue targets, and default invoice terms.
Work Order Completion Invoicing
Choose what happens when a Work Order transitions to Completed. Individual Work Orders can override this default.
Company Settings
Tenant-specific users, licenses, integrations, security, and data controls.
App Settings
Manage personal appearance, language, and authorized Company-level experience settings.
Integrations
Connect calendars, automation endpoints, routing, and optional secure backend services.
Standalone Route Planning
Use openrouteservice / HeiGIT as the primary standalone routing provider. Mapbox remains available as an optional fallback.
No standalone routing provider configured.
Recommended: use an openrouteservice / HeiGIT API key. The key is stored only in this browser and is excluded from exported CRM backups. Mapbox remains optional and must use a public token beginning with pk..
Legacy Backend / Secure Payments Bridge
This optional v3.x backend remains available for Stripe automation and cloud snapshots during the staged Supabase migration. It is separate from the new Supabase login.
Local-only mode. Configure a backend to enable Stripe automation and cloud snapshots.
Security: Never paste a Stripe secret key here. The browser only uses a CRM access token; Stripe credentials belong in server environment variables.
Data & Backup
Protect, export, import, and recover application data.
Backup & Restore
Before upgrading or starting a new migration, export a JSON backup here. Import merges compatible structured records into the current database.
Private photo and signature binaries are not embedded in JSON backups. Synced files remain in private Supabase Storage; device-pending files remain in this browser’s IndexedDB until upload completes.
Company Data Migration
Validate onboarding data before it is written, or export this Company’s complete cloud data.
Legacy Data
Legacy data is imported only once. Deleted records will not return.
Cloud & Security
Review Supabase cloud authority, security hardening, migration history, and production readiness.
Supabase Cloud
Authentication and shared cloud storage for the staged v4.0 migration.
Sign in to connect to Supabase.
Advanced migration history and recovery controls
Stages 1–7 are complete in production. These controls remain available for diagnostics and recovery but are not part of normal daily administration.
Stage 1 · Clients & Employees
Sign in before migrating local Clients and Employees.
Stage 2 · Estimates & Work Orders
Run Supabase Migration 002, then migrate Clients and Employees first.
Stage 3 · Scheduling & Service Visits
Run Supabase Migration 003, then migrate Estimates and Work Orders first.
Stage 4 · Quality Control & Inspections
Run Supabase Migration 004, then migrate Service Visits first.
Stage 5 · Invoices & Payments
Run Supabase Migration 005, then complete the earlier cloud migration stages first.
Stage 6 · Organization Settings & Owner Finance
Run Supabase Migration 006, then complete the Invoices & Payments migration first.
Stage 7 · Route History & Route Metadata
Run Supabase Migration 007, then complete the Settings & Owner Finance migration first.
Stage 8 · Security & Production Hardening
Export a backup, run Supabase Migration 008, then check the hardening status here. No feature-data import is required.
Migrations 014–016 · Private Field Media & Cleaner Sync
Run Migrations 014–016 in order to enable private field media and schema-compatible cleaner upload authorization.
Migration 017 · Cleaner Service Visit Progress Sync
Run Migration 017 to separate Cleaner progress and checklist updates from protected scheduling data.
Migrations 018–020 · Customer Portal & Invitation Email
Run Migrations 018–020 in order, then deploy the Customer Portal invitation Edge Function.
Migration 021 · Authenticated Billing Writes
Run Migration 021 after Migration 020 to enable authenticated organization-scoped Billing writes.
Migration 022 · Work Order Billing Automation
Run Migration 022 after Migration 021 to enable completion invoicing, duplicate protection, and invoice-email auditing.
Migration 023 · Authenticated Destination Routing
Run Migration 023 after Migration 022 to prevent Customer Portal identities from entering internal workspace onboarding.
Migrations 024–029 · Employee-Scoped Calendar Sync
Run Migrations 024–029 in order to enable assignment-aware Google Calendar delivery, authenticated Service Visit materialization, and scoped delivery diagnostics.
Migration 030 · Controlled Service Cancellation
Run Migration 030 after Migration 029 to enable cancellation history, recurrence cutoff, and Google Calendar cleanup.
Migration 031 · One-Time Services & Estimate Revisions
Run Migration 031 after Migration 030.
Migration 034 · Platform Environments, Leads & Document Lifecycle
Run Migration 034 after Migration 033.
Migration 051 · Structured Estimating & Scope Handoff
Run Migration 051 after Migration 050.
Migration 060 · Crew-Cost Pricing & Margin Guardrails
Run Migration 060 after Migration 059.
Migration 061 · Privacy-First Document Video
Run Migration 061 after Migration 060.
Migration 062 · Document Text Editor Activation Fix
Run Migration 062 after Migration 061.
Migration 063 · Category-Grouped Document Indexes
Run Migration 063 after Migration 062.
Migration 064 · Document Media Layout
Run Migration 064 after Migration 063.
Migration 065 · Per-User Experience Themes
Run Migration 065 after Migration 064.
Migration 066 · App Settings & Theme Refinements
Run Migration 066 after Migration 065.
Migration 067 · Unified Header & Chart Palette
Run Migration 067 after Migration 066.
Migration 068 · Classic Sign-In & iOS Headers
Run Migration 068 after Migration 067.
Migration 069 · Theme & Lead Workflow Corrections
Run Migration 069 after Migration 068.
Migration 070 · Explicit Theme Save & Exact Logo Assets
Run Migration 070 after Migration 069.
Migration 071 · Multi-LoB Estimates & Dashboard Alerts
Run Migration 071 after Migration 070.
Migration 072 · Company Naming & Estimate Workflow
Run Migration 072 after Migration 071.
Migration 073 · Commercial Readiness Roadmap
Run Migration 073 after Migration 072.
Migration 074 · Commercial Readiness Foundation
Migration 074 provides the Commercial Readiness Foundation.
Migration 075 · Capability and Light-Logo Correction
Migration 075 corrects package capability reporting and light-theme branding.
Migration 076 · Release Safety Gate
Run Migration 076 after Migration 075.
Migration 077 · Purchaser-Gated Signup
Run Migration 077 after Migration 076, then activate its Before User Created Auth Hook.
Migration 078 · EST-005 Service Programs & Client Add-ons
Run Migration 078 after Migration 077, then redeploy the estimate-acceptance Edge Function.
Migration 079 · Estimate Preview & Dark-Mode Hotfix
Run Migration 079 after Migration 078, then deploy the v5.9.3.1 Cloudflare application.
Migration 080 · EST-006 Commercial Proposal Lifecycle
Run Migration 080 after Migration 079, then deploy the three EST-006 Edge Functions and v5.9.4 Cloudflare application.
Migration 081 · EST-007 Labor & Profitability Learning
Run Migration 081 after Migration 080, then deploy the v5.9.5 Cloudflare application.
Migration 082 · EST-008 Templates & Field Estimating
Run Migration 082 after Migration 081, then deploy the v5.9.6 Cloudflare application.
Migration 083 · Company Sales Navigation Hotfix
Run Migration 083 after Migration 082, then deploy the v5.9.6.1 Cloudflare application.
Migration 084 · EST-009 Approvals & Analytics
Run Migration 084 after Migration 083, deploy the updated estimate-acceptance Edge Function, then deploy the v5.9.7 Cloudflare application.
Migration 085 · Mobile Workforce Controls Foundation
Run Migration 085 after Migration 084, verify every check, then deploy the v5.10.0 Cloudflare application.
Migration stage: v5.10.0 Alpha requires Migrations 034–085 plus the 053A permission correction. Migrations 001–033 remain required.
Production Deployment & Validation
Target production URL: https://app.clean856.com. Run the automated checks after deployment, then complete the manual multi-user validation checklist.
Deploy the app, configure the production Auth URL, then run the readiness check.
Manual release validation
Run the full Windows, macOS, and iOS browser formatting matrix for every UI release, and again after major navigation, table, chart, or dialog changes. The checklist resets with each app version; progress is stored only in this browser.
Deployment package: use the Cloudflare Pages ZIP included with the current release. The production report never includes Supabase sessions, backend tokens, or routing API keys.
System
Review the running release, environment, PWA state, and cross-platform compatibility target.
Help & Support
Product guidance and support access will live here as the platform's native support system develops.
Getting Started
Use the workflow navigation to move from Customers and Sales into Operations, Team, Finance, Reports, and Admin.
Support
A native ticketing and knowledge-base experience is planned. For now, this page establishes the permanent home for support resources.