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SWAT A/V · Team Use Only
SWATA/V
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Tech Sync Status
Last activity per tech, pulled from D1. If a tech hasn't synced today, their data isn't in this report yet.
Timesheet Grid
Every tech's clock-in / clock-out for each day this period. Red cells = missing data. Hover any cell for details.
Command Center Operations
The future SWAT operating system · click each pillar to drill in (live ones open today, "soon" tags ship in the next phases)
🗂️
Customer Vault
— customers
live
📄
Proposals
Pipeline · convert to job
live
⚡
Action Required
Live triage queue
live
🚚
Inventory
Trucks + warehouse
live
📥
Inbound
Email + SMS unified inbox
soon
📅
Smart Scheduling
Auto-route by tech load
soon
💵
Invoicing
Replace Invoice2Go · Stripe paylink
soon
✍️
Proposal Portal
Replace Proposal Viewer · in-line e-sign
soon
🏦
Bookkeeping
Plaid bank reconciliation
soon
📊
Tax Pack
DC/MD/VA + 1099 generation
soon
🌐
Customer Portal
Self-service login + pay
soon
🤖
Nightly Agents
Cron audit · digest emailed 7AM ET
live
Customer Vault
Active customers + leads from your calendar history · search by name, email, or address
Invoice Tracker· from Invoice2Go imports
Every invoice we have on file · click status chip to update · sorted newest first
Action Required
Live count of items needing attention. Click any pill to jump.
This Period at a Glance
—
OT Watch
Mon–Wed actuals · Fri projection (+14 hrs) · status
Payroll Preview
Office-clock hrs · TLB · tip/bonus (editable) · total
Tech Leaderboard
Hours · billable hours · revenue generated · TLB earned — for selected period
Top Customers
Highest revenue customers in selected period · click to jump to vault
Invoice Preview
One row per customer visit · caps and credits applied · Bear approval gate
Proposal Pipeline
Every consult Rick logs auto-creates a task here. Day-1 nudge, Day-3 red flag if still pending.
Follow-Ups
Scheduled check-ins from completed jobs. Sorted by due date · priority flagged on overdue items.
Parts Inventory
Every part picked up but not yet installed · split into On Truck (with a tech) and At Warehouse (office stock) · mark Installed / Move location / Needs Return
Visit Activity & Notes
What every tech actually did on each job · scope · parts · crew notes · status · in the selected period
Notes from Techs
Every Note to Bear from any tech this period · click photos to enlarge · sorted newest first
Office Clock Log
Every stop, every tech — drives payroll
Payroll Conflicts & Issues
Issues requiring Bear's attention · High = payroll/billing risk · Medium = data gaps · Low = minor notes
Customer Vault
Master record per customer · all visits, addresses, credentials, total revenue. Search by any field. Local to Bear's browser — export JSON for backup.