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CGP Admin
Crew view

Calendar Rewind ๐Ÿ—“๏ธ

As it stood on

What changed since then

History starts the day this was switched on and records what and when โ€” Jobber's API doesn't say who. Visits near today are checked every minute; the rest of the schedule every night.

On the clock โฑ๏ธ

Quotes approved ๐Ÿ’ผ

Gross profit goal ๐ŸŽฏ

Today ๐ŸŒค๏ธ

Daily gross profit ๐Ÿ’ต

Produced revenue ๐Ÿ“ˆ

Upsell ratio ๐Ÿช™

Needs you ๐Ÿ””

Top of the board ๐Ÿ†

Latest 5-star โญ

On schedule ๐Ÿ“…

Post to the crew

Only admins can read these. Technicians cannot see them in the portal or reach them in the database. No tech selected = a general note.

Private notes ๐Ÿ”’ browse, search, export

Contest ๐Ÿ†

Shows front and center on every tech's home screen with a countdown. Auto-hides after the end date โ€” or end it early above.

Focus

One thing to work on, shown privately on their home screen. Ages off after 60 days. Level isn't set here โ€” it comes from Crew settings and promotion sign-off.

Crew settings

Wage feeds gross profit ยท commission 0 hides the upsell tile ยท Level sets the goal weight (Apprentice 1 ยท Jr Tech 1.25 ยท Tech 2 ยท Senior 3; None = no goal) ยท Remove dismisses someone from every menu, the portal & the leaderboard (Reinstate brings them back).

Company annual goal (gross profit / APR)

Split across techs by weight, and across the year by the seasonal curve.

Revenue targets by month

Salesperson annual goals

Spread across the year by the seasonal curve to give the pace bars on their scorecard.

Seasonal curve

What share of the year each week is expected to carry. Every target and pace bar on the portal is built from these 52 numbers. They were tuned by hand โ€” the 0% over Christmas is deliberate โ€” so only the weeks you actually change get written.

Payroll ๐Ÿ’ต

Reviews needing a customer

The reviewer's name was too vague to identify the customer with confidence, so nobody was credited for the visit. Pick the customer and the next sync credits whoever was on that job. Being named in the review text still counts either way.

Coin redemptions ๐Ÿ’ฐ

Claims report โ€” pick a date range

Referrals ๐Ÿก

Neighbors who walked up to the crew. Mark it quoted when Todd gets them a number, and invoiced when the job bills โ€” that's the moment the tech earns the referral Coins.

Already decided

Growth requests ๐Ÿ“ˆ

Timesheets

Crew praise (incoming)

Crew pulse ๐Ÿ™‚

How the week feels, one tap per tech per day at clock-out.

Anonymous feedback ๐Ÿค

From the crew, with no name attached โ€” the app doesn't store who sent it. One person's view, unverified; a pattern matters more than a single note.

Handled

Recent entries

Online booking funnel ๐Ÿ 

Timer & checklist habits โฑ๏ธ

Data health

Is the data behind the scorecard actually arriving?

Job profitability ๐Ÿ’ฐ

Crew scorecard ยท last 30 days

Full leaderboard

Upsell rates

Quote calculator ๐Ÿงฎ

Same prices as book.cvillegutterpros.com, minus the tracking โ€” nothing here touches the funnel reports or creates leads.

Loading pricesโ€ฆ

Crew ladder ๐Ÿชœ

Promotions awaiting sign-off ๐ŸŽ–๏ธ

Earned on points โ€” granted by you.

Points ledger ๐Ÿงพ

Approved points per tech. This is what the promotion gates read.

Every entry (newest first)

Give a crew member a login ๐Ÿ”‘

Anyone on the roster without a way into the app.

Reset a password ๐Ÿ”‘

Makes a new one and sets it straight away. Read it to them โ€” they stay signed in on any device they're already using.

New line items to classify ๐Ÿท๏ธ

Decide what each new wording counts as. One decision, applied forever.

Already decided

On schedule ๐Ÿ“…

Share of promised visits that ran on their day. The goal is 100%.

Recently moved or fell through

Incidents ยท last 90 days

Matches the Quality window on the scorecard.