Mike's Window Cleaners

Ops workspace

Dense source · Multi-touch call · Recurring routes

Sheet sync idle

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Good day

Team board

What needs attention across calls, jobs, and the field crew.

  1. 1Source
  2. 2Call
  3. 3Book
  4. 4Clean
  5. 5Track
Open Field

Team load

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    Lead owners

    Active pipeline

      Recent activity

      Shared timeline

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        Labels
        Call now

        Script

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        Calendar… Open Calendar

        Add door-to-door stops for today. Link Google Calendar in Settings when you want them on your phone.

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        Open sheet

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        Find commercial leads (Google Places)
        No actions yet.

        Jobs

        Create · assign · sync both ways with the workbook

        Open sheet

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        Business Tier Status Tech Sale Commission P&L Payment Updated
        Open sheet

        One statement per month, newest first. Revenue and commission count in the month the job was completed; expenses count in the month they were incurred.

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        Add a reason + receipt — store, cost, and date auto-fill from OCR (one receipt at a time). Job ID stays optional. Linked expenses roll into that job’s Net P&L.

        No receipt? Log the expense anyway with the real date and amount, then attach a screenshot of the bank/card statement line or the store’s emailed/online order receipt. Anything without proof is flagged Needs receipt.

        WhenCategoryJobAmountNotesReceipt

        Payouts are tech commissions on completed jobs (cost of paying people) — not your take-home. Your earnings show as Net P&L above.

        JobTechSaleCommissionPayment

        Pick a job to autofill business name, address, phone, and email — then edit before creating.

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        Organization

        Mike's Window Cleaners

        Shared ops workspace for office callers and field techs. Everyone sees the same leads, jobs, and P&L after sync.

        Integrations

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        Two-way: Leads, Jobs (with tier), Expenses, Contracts, Libraries. Add a Jobs row with blank job_id + business name → Pull creates it. App edits push automatically.

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        Deploy / restart

        Upload new code from your PC with deploy/vps/deploy-to-vps.ps1 (never overwrites .env). Then use this button if the service did not bounce, or after a WinSCP upload.

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        Find leads defaults

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        Team (techs)

        Add everyone who claims jobs in Field. Names appear in owner / tech pickers.

        Set a PIN so techs log into Field by name + PIN (no shared API key).

        Territories

        Draw rectangles as south/west/north/east (decimal degrees). Assign a tech from Team.

        Service tiers

        Tiers appear on Jobs and in the Google Sheet (Storefront, Exterior, Full…).

        Commission plans

        Expense categories

        Call scripts