Dashboard
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💼 Sales CRM
CRM Analytics Dashboard
Pipeline Summary
Activity Metrics
Conversion Rates
Forecast
Pipeline Stage Distribution
Top AI-Scored Leads
No contract leads found. Add leads from public contract databases.
🤖 AI-Powered Daily Sales Schedule
🔥 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
12 touchpoints over 21 days
Contact every 2 days max
8 touchpoints over 28 days
Contact every 4 days max
4 touchpoints then nurture
Weekly email campaigns
| Company | Contact | Phone | Last Contact | Next Follow-up | Status | Actions |
|---|
Today
📣 AI Marketing
📄 Recent posts
💬 Active outreach threads
Equipment
| Machine ID | Type | Make/Model | Year | Hours | GPS Location | Rates (D/W/M) | Status | Actions |
|---|
Repairs
| Ticket # | Machine | Equipment Status | Description | Issue | Priority | Mechanic | Parts | Status | Rentable | Actions |
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QC Review Queue
Team Performance
Rentals
| ⋮ | Rental # | Customer | Machine / Subrental | Shipping | Date Out | Returned | Days | Daily | Weekly | Monthly | Fuel $ | PO # | Invoice # | QB# | Attachments | Status | Location |
|---|
Customers
| Customer # | Company | Contact | Phone | Terms | Status | Actions |
|---|
Vendors
| Company Name | Contact | Phone | 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
💬 Customer Chat
💬 Team Chat
Mechanics / Mecánicos
📋 HR Dashboard
🎓 Onboarding
📚 Training
📄 HR Documents
💊 Benefits
⚖️ Compliance
📧 Email Activity
⚠️ Top Recipients
Recent sends
| Sent | To | Subject | Status | Linked to | Provider msg id | Error |
|---|
SendGrid suppression list
Addresses below will silently fail to receive any future email until removed. Hard bounces (5.x.x SMTP) auto-add. Click Remove after fixing the address or creating the mailbox.
| Type | Reason | Recorded | ||
|---|---|---|---|---|
| Click a category above to load entries. | ||||
👥 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.
| Part # | Description | Category | Type | Available | Cross-Refs | Actions |
|---|
⚠️ 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...
| Quote # | Customer | Date | Items | Total | Status | Actions |
|---|---|---|---|---|---|---|
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| Order # | Customer | Date | Items | Total | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|
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Inventory
| Part # | Description | Category | On Hand | Reorder Pt | Location | Actions |
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🚚 Logistics & Shipping
| Job # | Type | Unit | From → To | Scheduled | Driver/Shipper | Status | Actions |
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| Vehicle # | Type | Make/Model | Year | Assigned Driver | Samsara | GPS | Status | Actions |
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| Name | Phone | CDL Class | License Expiry | Availability | Status | Actions |
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| Company | Contact | Phone | Rate/Mile | Reliability | Actions |
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| Errand # | Type | Priority | Items | Source → Dest | Assignee | Status | Actions |
|---|
| Equipment | Type | Auction House | Address | Auction Date | Reserve | Progress | Sale Price | Actions |
|---|
📹 Gate System - Live View
Camera Offline
Camera Offline
Camera Offline
Camera Offline
Recent Gate Events
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📋 Gate Event Log
| Time | Direction | Equipment | RFID Tag | Photos | Damage | Actions |
|---|
⚠️ Damage Review Queue
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📟 RFID Transponders
⚡ Manual entry (type tag ID by hand)
⚙️ Gate System Settings
📷 Camera Configuration
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🎬 Recording Settings
🤖 AI Analysis Settings
🌐 Customer Portal
📡 Streaming Server
📡 Telematics
/api/telematics/data
→ telematics_data + telematics_faults
→ this page (refresh 10s)
💬 SMS Center
Rental Archive
| Rental # | Customer | Equipment | Date Out | Date Returned | Daily | Weekly | Monthly | PO # | Status | Actions |
|---|
🔧 Preventive Maintenance Dashboard
⚠️ 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
| Date | Equipment | PM Service | Hours | Mechanic | Location | Labor Hrs | Parts Cost | Labor Cost | Total |
|---|
💰 Accounting Dashboard
| Month | Billed | Collected | Collected % | Bank In | Bank Out | Net Cash |
|---|---|---|---|---|---|---|
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Billed = QuickBooks accrual income · Collected = QuickBooks cash-basis income · Bank columns from the bank feed (connected Oct 2025).
| Month | Season | Payrolls | Rental Billed (proj) | Collected (proj) | Payroll (proj) | Loans Out | Subrental Out | Other Out | Net (proj) |
|---|---|---|---|---|---|---|---|---|---|
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Bills — Accounts Payable
Bills from the AP Inbox Scanner ("Bills to Create") land here. Use New Bill to enter one that didn't come by email.
| Bill # | Vendor | Rental | Bill Date | Due | Amount | Balance | Status | Notes | Actions |
|---|---|---|---|---|---|---|---|---|---|
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📧 AP Email Inbox Scanner
Filter
Click a chip to filter the table.| Received | From | Subject/Filename | Type / Routing | Vendor | Invoice # | Amount | Status | Actions |
|---|
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 | IMAP Server | Status | Last Scan | Actions |
|---|
| Started | Config | Emails Found | Processed | Invoices | Status |
|---|
Learned Sender Domains
Every sender domain → email-type pattern the brain has learned. Clearing a row tells the AI to forget that sender's history and re-classify their future emails from scratch.
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📝 Estimates
| 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
| 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
🔗 Bank Feeds
Connected Accounts
Recent Syncs
| Bank | Sync Date | Added | Modified | Status |
|---|---|---|---|---|
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🏦 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 |
|---|
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| 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
FICA & State Rates
Employer Tax Rate Configuration
These rates are used for payroll calculations. Update when your assigned rates change.
Deduction Types
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
👥 Reconcile Customers with QuickBooks
Your operational customers (short names) merged with their QuickBooks records (formal names) so rentals, invoices and payments all sit under one QB-matching customer. Clear matches were merged automatically. The ambiguous ones below have more than one QB candidate — pick the right one.
Needs your decision (ambiguous)
No QuickBooks match (0)
These operational customers have no QB record by name — likely JOOT-only or named very differently. Left as-is.
📦 Equipment Requests
Equipment requests submitted by customers from the portal/marketplace. Quote, convert to a rental, or reject. Converting creates a Reserved rental (billing starts at pickup/delivery).
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📞 Call & Message Routing
Call routing decides where calls to the business number ring. Message routing (below) decides who gets a text when an order comes in. Change either any time, instantly.
Quick switch
Add a destination
Settings
💬 Message Routing
Who gets a text when a customer places an order. Toggle people on/off, edit numbers, pick which alerts they get, or add someone. Texts send via EZTexting.
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Add a recipient
⚙️ One-time setup
- In Twilio, set the voice number's "A Call Comes In" webhook to:
https://app.jackofoiltrades.com/api/voice/incoming(HTTP POST) - In EZTexting → Textable Numbers → your number → Voice Options → Forward calls to different number → enter your Twilio voice number.
- Set a destination above and you're live. Change it here anytime — no logins.
🧠 AI Brain
Learning by Category
Click a row to inspect what the brain has learned in that category.
Decision Accuracy
How often admins accept the brain's suggestions vs override them.
Recent Learning
Last 20 patterns picked up from events across the system.
Chat Feedback
Thumbs-up / corrections on AI chat answers.