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Edit checklist sections and items, manage settings, and reset to defaults. Changes are saved automatically to this browser and applied immediately to the checklist tool.
Drag & drop or select your CSV file. Jobs will be upserted by Project#.
Choose a badge color for each salesperson. Colors appear on cards in the Kanban board and rows in the List view.
Choose which stages appear in the Pipeline widget on the homepage and in what order. Drag rows to reorder. Toggle the eye to show/hide a stage. These settings are independent from the Kanban board.
Select which status columns to show in this view. Uncheck to hide a column.
Shared by Manufacturing & Ship-In. Add one checklist per municipality.
Upload your customer review QR code here. It will appear at the bottom of every printed checklist. The image is stored in this browser — upload it once and it's always ready.
Accepts PNG, JPG, GIF, or SVG. Recommended size: 300×300px or larger for best print quality.
How it works: Select your QR image and click Save. The image is stored in this browser and will automatically appear on all printed checklists going forward. If you clear your browser data you'll need to re-upload it.
Download the Excel export from the ABQ permit portal, then import it here. Permits are merged — existing records updated, new ones added. Job numbers are matched to Open Jobs by address.
📂 Drop .xlsx file here or click to browse
Accepts the standard ABQ permit portal export format
Import a CSV of closed/completed jobs so the Permits page can link permits to past work. This list is internal — it does not appear on the Open Jobs board or anywhere else.
📋 Same format as Open Jobs CSV
Requires a Project# column. Optional: Name, Salesperson, Status. All other columns are stored and used for address matching.
📂 Drop .csv file here or click to browse
Same column format as your Open Jobs export
Closed Jobs Stored
— jobsImport a CSV of jobs turned in for billing. Used by the Permits page for candidate matching only — not visible on any other page.
📋 Same format as Open Jobs CSV
Requires a Project# column. Optional: Name, Salesperson, Status. All other columns are stored and used for address matching.
📂 Drop .csv file here or click to browse
Same column format as your Open Jobs export
Billing Jobs Stored
— jobsImport a CSV of pending jobs. Used by the Permits page for candidate matching only — not visible on any other page.
📋 Same format as Open Jobs CSV
Requires a Project# column. Optional: Name, Salesperson, Status. All other columns are stored and used for address matching.
📂 Drop .csv file here or click to browse
Same column format as your Open Jobs export
Pending Jobs Stored
— jobsA daily automated check runs on your Netlify server. It emails the people below when any issued permit is expiring within your threshold window.
Each PM will only receive alerts for their own permits. Pulled automatically from your Open Jobs list.
Receives a summary of all expiring permits regardless of salesperson.
Each owner listed here will also receive the full summary of all expiring permits.
Emails are sent once per day. Only permits with status "Issued" are included.
⚙️ One-time Setup Required
onboarding@resend.dev address for testing)RESEND_API_KEY = your keySUPABASE_URL and SUPABASE_KEY as env vars (same values from this admin page)netlify/functions/check-expiring-permits.js to your repo (provided separately)Connect a free Supabase database so the job board is shared across all browsers and devices. Once configured, uploading a CSV here will automatically push the jobs to the cloud — everyone will see the updated board instantly.
create table hub_data ( key text primary key, value jsonb not null, updated_at timestamptz default now() ); alter table hub_data enable row level security; create policy "Public access" on hub_data for all using (true) with check (true);
This is the public anon key — safe to use in a browser for an internal tool.
Use this to verify that settings are being saved to the cloud and to force-push everything if something seems out of sync. If you see "Write blocked" below, follow the fix instructions.
hub_data → RLS Policies → make sure a policy exists that allows INSERT/UPDATE for the anon role. Run this SQL in the SQL Editor if not:
create policy "Allow anon writes" on hub_data
for all using (true) with check (true);
Copy data between production and beta databases. Safe to run at any time — it overwrites the target with a fresh copy of the source.
Minimum 6 characters. Write it down somewhere safe — there is no recovery option.
This will remove all customizations you've made to every checklist and restore the original items. This cannot be undone.
Upload a SquareCoil inventory export (.csv) to populate the Inventory page. All items are stored in Supabase and are immediately visible to the team.
Expected columns (from SquareCoil export):
ID, Description, Size, Category, Vendor, Purchase Cost, Purchase UOM, QOH, Cost UOM, Cost, Last updated
Drop CSV here or click to browse
SquareCoil Inventory export (.csv)
Edit subcategory names and keyword rules inline. Drag ⠿ to reorder items, subcategories, or whole categories. Click Save Changes when done.
Upload a QR code image that links to your inventory request/correction form. It will appear at the top of the Inventory page when staff tap the "QR Code" button.
Drop image here or click to browse
PNG, JPG, or GIF — recommended square
Upload a QR code image that links to the service inventory request/correction form. It will appear on the Service Inventory page when staff tap the "QR Code" button.
Drop image here or click to browse
PNG, JPG, or GIF — recommended square
Upload a QR code image that links to your kit builder help or feedback form. It will appear on the Sign Comp Kit Builder page when staff tap the QR code button.
Drop image here or click to browse
PNG, JPG, or GIF — recommended square
Edit service categories and standard inventory items in one place. Three category types: standard (pulls from master inventory), custom (manually entered items), tiered (price tier lists).
Only categories assigned to the service inventory are shown. Add or remove them below — changes are saved with Save All.
Reusable part definitions — SignComp extrusions, hardware, and reference items. Parts defined here can be added to any kit.
Create and manage cabinet kit configurations. Each kit defines which parts are needed for a specific depth and face type combination.
Upload the daily Labor Analysis Report. Each upload is saved to history — the dashboard shows trends over time.
Click and drag on the PDF to select just the drawing area, then click Apply Crop.