JOOT

Dashboard

🚜
- On Rental
🔧
- Open Repairs
📋
- Active Rentals
🧠
- AI Knowledge Items

📊 Current Operations

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🔴 Critical Repairs

📅 Rentals Due Today

💼 Sales CRM

🔥
- Hot Leads
📞
- Today's Follow-ups
⚠️
- Overdue
💰
- Pipeline Value

CRM Analytics Dashboard

Pipeline Summary

Total Pipeline$0
Weighted Value$0
Avg Deal Size$0
Active Leads0

Activity Metrics

Interactions0
Calls0
Emails0
Meetings0

Conversion Rates

Lead → Qualified0%
Qualified → Quoted0%
Quoted → Won0%
Overall Win Rate0%

Forecast

Expected This Month$0
Expected This Quarter$0
Won This Period$0
Lost This Period$0

Pipeline Stage Distribution

Lead
0
Qualified
0
Quoted
0
Won
0
Lost
0

Top AI-Scored Leads

0 leads $0 weighted
Lead 0
Qualified 0
Quoted 0
Won 0
Lost 0
0 pending review 0 high priority
🔍

No contract leads found. Add leads from public contract databases.

🤖 AI-Powered Daily Sales Schedule

0 tasks today 0 calls 0 visits 0 high priority

🔥 Top Priority - Act Now

These hot leads need immediate attention based on AI scoring and sales cadence

☀️ Morning (8am-12pm) - Calls & Follow-ups

🚗 Midday (12pm-2pm) - Site Visits

West Texas visits optimized for drive time

🌤️ Afternoon (2pm-5pm) - Quotes & Emails

📧 Cold Leads → Email Nurture

These leads haven't responded after 4+ touchpoints. Move to weekly email campaign.

📊 AI Sales Cadence Rules

🔥 Hot Leads

12 touchpoints over 21 days

Contact every 2 days max

🌡️ Warm Leads

8 touchpoints over 28 days

Contact every 4 days max

❄️ Cold Leads

4 touchpoints then nurture

Weekly email campaigns

Company Contact Phone Last Contact Next Follow-up Status Actions

Today

📍 Daily Activity Tracker

🚗
0/15 Visits
📞
0/20 Calls
💼
0 LinkedIn
📝
0/4 Quotes
👤
0/10 Contacts
🍽️
0 Lunches

Quick Log

Today's Route: Loading...

0/0 stops

Today's Activity Log

Weekly Performance

Visits
0/75
Calls
0/100
LinkedIn Connections
0/150
InMails
0/13
Lunches
0/4
Quotes
0/20
New Contacts
0/50

Daily Breakdown

Call Outcomes

Route Coverage

Route Management

Monday

Odessa Core + North + East 25 stops

Tuesday

Midland + Industrial 22 stops

Wednesday

Andrews Area 20 stops

Thursday

Monahans + SW 18 stops

Friday

Seminole + NM 12 stops

Route Stops

Equipment

Machine ID Type Make/Model Year Hours GPS Location Rates (D/W/M) Status Actions

Repairs

Ticket # Machine Description Issue Priority Mechanic Parts Status Rentable Actions

QC Review Queue

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Team Performance

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Rentals

🔍
⋮ Rental # Customer Machine / Subrental Shipping Date Out Returned Days Daily/Hrs Weekly/Rate Monthly Fuel $ PO # Invoice # QB# Attachments Status Location

Customers

Customer # Company Contact Phone Terms Status Actions

Vendors

Company Name Contact Phone Email Type Total Spent Status Actions

👁️ Customer Portal Preview

👁️

Select a customer above to preview their portal view

This shows exactly what the customer sees when they log in

Mechanics / Mecánicos

📋 HR Dashboard

🎓 Onboarding

📚 Training

📄 HR Documents

💊 Benefits

⚖️ Compliance

👥 Employee Portal

Employee Department Job Title Hire Date Portal Status Last Login Work Status Actions

🛢️ Filter Database

🛠️ Parts & Schematics

Enter a Machine ID to view its parts manuals, schematics, and serial-specific parts.

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📖

Select a Manual

Browse the manuals tree on the left to select a parts manual to view.

🛠️
- Total Parts
📦
- Kits
⚠️
- Low Stock
🔗
- Cross-References
Part # Description Category Type Available Cross-Refs Actions
💰
$0 Total Inventory Value
📦
0 Unique Parts
🔢
0 Total Units
⚠️
0 Low Stock Alerts

⚠️ Low Stock Items

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🔄 Recent Activity

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Loading reorder suggestions...

Part Number Description Warehouse Location On Hand Reserved Available Actions
Enter search criteria above

Purchase Orders

PO # Vendor Date Expected Items Total Status Actions
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Pending PO Receipts

PO Number Vendor Expected Date Items Status Actions
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Recent Transfers

Date Part From To Qty By
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Recent Cycle Counts

Date Location Parts Counted Variances By Actions
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Loading warehouses...

0 Total
0 Draft
0 Sent
0 Converted
Quote # Customer Date Items Total Status Actions
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0 Total
0 Pending
0 Picking
0 Ready to Ship
0 Shipped
Order # Customer Date Items Total Balance Status Actions
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🎯
- AI Accuracy
📊
- Patterns Learned
✅
- Verified Hotspots
⏳
- Pending Review

Inventory

Part # Description Category On Hand Reorder Pt Location Actions

🚚 Logistics & Shipping

📋
- Pending Jobs
🚛
- In Transit
👷
- Available Drivers
✅
- Completed Today
Job # Type Unit From → To Scheduled Driver/Shipper Status Actions
Vehicle # Type Make/Model Year Assigned Driver Samsara GPS Status Actions
Name Phone CDL Class License Expiry Availability Status Actions
Company Contact Phone Rate/Mile Reliability Actions
Inspection # Unit Tech Status Result Date Actions
📋
-Pending
🔴
-Urgent
🚗
-In Progress
✅
-Completed Today
Errand # Type Priority Items Source → Dest Assignee Status Actions
Equipment Type Auction House Auction Date Reserve Status Sale Price Actions

📹 Gate System - Live View

0 / 0 Cameras Online
0 Active Recordings
Events Today: 0
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📷

Camera Offline

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📷

Camera Offline

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📷

Camera Offline

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📷

Camera Offline

Recent Gate Events

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📋 Gate Event Log

↩️
- Entries Today
↪️
- Exits Today
⚠️
- Damage Flagged
🖼️
- Frames Captured
Time Direction Equipment RFID Tag Photos Damage Actions

⚠️ Damage Review Queue

🚨
- Pending Review
✅
- Verified Today
🔧
- Repairs Created

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⚙️ Gate System Settings

📷 Camera Configuration

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🎬 Recording Settings

15s

🤖 AI Analysis Settings

🌐 Customer Portal

📡 Streaming Server

Rental Archive

0 archived rentals Showing 0-0
Rental # Customer Equipment Date Out Date Returned Daily Weekly Monthly PO # Status Actions

🔧 Preventive Maintenance Dashboard

0 Overdue
0 Due Now
0 Scheduled
0 Field PM Opportunities

🤖 AI Fleet Outlook

⚠️ High Priority Items

Equipment Type PM Service Hours Status Priority Actions

🚚 Field PM Opportunities

Equipment at customer sites where drivers will be nearby

📈 Upcoming Workload

📅 PM Queue

Equipment Location Current Hours PM Service Due Hours Hours Remaining Status Parts AI Priority Actions

📋 PM Schedule Templates

Name Equipment Type Category Interval (Hours) Interval (Days) Priority Est. Labor Tasks Parts Actions

📜 PM History

to
0 PMs Completed
$0 Total Cost
$0 Avg Cost/PM
0% Compliance Rate
Date Equipment PM Service Hours Mechanic Location Labor Hrs Parts Cost Labor Cost Total

💰 Accounting Dashboard

💵
- Cash Position
📥
- Accounts Receivable
📤
- Accounts Payable
📊
- Revenue This Month

📥 AR Aging Summary

📤 AP Aging Summary

🚜 Subrental Payment Queue

📅 Current Period

📧 AP Email Inbox Scanner

⏳
0 Pending Review
📄
0 Parsed
✅
0 Bills Created
💰
$0 Pending Value
Received From Subject/Filename Type Vendor Invoice # Amount Status Actions
🧠
0 Total Classified
🎯
0 Leads Created
🔧
0 Repairs Created
💳
0 Payments Flagged

Classification Breakdown

Date From Subject Type Confidence Action Module Status

Items Needing Human Review

AI flagged these emails for review - low confidence or requires confirmation before action.

Configure email inbox connections for automatic invoice scanning.

Name Email IMAP Server Status Last Scan Actions
Started Config Emails Found Processed Invoices Status

📝 Estimates

0 Draft
0 Sent
0 Accepted
0 Expired
Estimate # Customer Date Expires Total Status Actions
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📄 Invoices

Invoice # Customer Date Due Date Amount Status Actions
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💳 Credit Memos

0 Open
0 Partially Applied
0 Applied
$0 Total Open Credits
Credit Memo # Customer Date Source Total Remaining Status Actions
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📑 Customer Statements

Statement # Customer Period Balance Due Current 30+ Days 60+ Days 90+ Days Status Actions
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🧾 Expense Receipts

0 Uploaded
0 Processing
0 Processed
0 Matched
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🔗 Bank Feeds

🔐 Secure Bank Connection

Connect your bank accounts to automatically import transactions. We use Plaid for secure, read-only access to your transaction data.

Connected Accounts

No bank accounts connected yet.

Recent Syncs

Bank Sync Date Added Modified Status
No sync history

🏦 Banking

Date Description Amount Category Status Actions
Match Type Match Value Category Priority Matches Actions
Date Reference Description Type Debits Credits Lines Status Actions

💵 Payroll

Name Department Job Title Pay Type Pay Rate Filing Status Status Actions
Date Employee Regular Hrs OT Hrs Type Job/Equipment Source Status Actions
Employee Type Start Date End Date Hours Reason Status Actions
Pay Date Period Employees Total Gross EE Taxes ER Taxes Total Net Status Actions
Name/Business Contact Phone YTD Payments Actions

Federal Tax Rates

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FICA & State Rates

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Employer Tax Rate Configuration

These rates are used for payroll calculations. Update when your assigned rates change.

TX default: 2.7%
TX 2026: $9,000
After credit: 0.6%
Federal: $7,000
2026: $176,100
$200,000
$250,000

Deduction Types

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AI Tax Monitoring

Status: Active

Last Check: Loading...

Pending Updates: 0

Bank & ACH Configuration

Configure your company bank details for ACH/NACHA direct deposit file generation and EFTPS enrollment.

Tax Update History

Date Update Type Description Old Value New Value Status

EFTPS Tax Deposit Tracking

Upcoming & Pending Deposits

Type Period Amount Due Date Status Confirmation # Actions

Generated Tax Forms

Form Type Tax Year Employee/Contractor Status Created Actions

Payroll Reports

Tax Reports

Year-End Reports

📈 Financial Reports

Select a report type and click "Run Report"

🧠 AI Brain

Accuracy by Decision Type

Knowledge Base

Shop Calendar