Dashboard

Revenue
$0
Active Jobs
0
Estimates
0
Scheduled
0

Estimates

Pending
0
$0.00
Approved
0
$0.00
Converted
0
$0.00
Pipeline Total
$0.00
0 estimates
Est# Date Customer Vessel Engine Total Status Actions

Jobs

Job# Date Customer Vessel Engine Marina Tech Scheduled Total Status Actions

🟢 Currently Clocked In

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📋 Pending Leave Requests

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📊 Leave Balances — 2026

EmployeePTO StartingPTO UsedPTO RemainingSick StartingSick UsedSick Remaining

⏱️ Current Pay Period — Running Totals

EmployeeDaysRegularOvertimePTOSickTotal Hrs

⏱️ Time Clock

Clocked In
0
Today's Hours
0.00
This Week
0.00

Clock In

👥 Currently Working

No one currently clocked in

📋 Today's Time Log

TechJobUnit(s)TaskInOutHours
No time entries today

Invoices

Inv# Date Customer Engine / Vessel Amount Balance Status Actions
DateTypeCustomerMethodReferenceAmountActions

Schedule

✅ Approved - Ready to Schedule

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📋 Jobs & Notes

In-progress jobs and a live feed of tech notes & hours — refreshes automatically every 30s.
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Activity Feed
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🟢 Currently Working

No active timers

🕒 Activity

TechScheduledActual InActual OutHoursOn-timeSign-out Notes
No clock-in/out activity

Upcoming

DateTimeCustomerVesselLocationActions

📋 Marine Engine Survey

Complete engine surveys for vessel inspections.

DateVesselOwnerStatusActions
No surveys yet

👥 Customers

Total Customers
0
Active (This Year)
0
Total Vessels
0
CustomerPhoneEmailTax StatusVesselEngineBalanceActions
No customers yet

Turnkey Kits

CodeDescriptionHoursLaborActions

📦 Parts & Inventory

Total Items
0
In Stock
0
Low Stock
0
Committed
0
Total Value
$0
Part # Description On Hand Committed Available Min Qty Cost Value Actions

🛒 Purchasing

Open POs
0
Received
0
This Month
$0
Pending
$0
PO #VendorDateItemsTotalStatusActions

📈 Accounts Receivable

Total Outstanding
$0
Not Yet Due
$0
1-30 Overdue
$0
30+ Overdue
$0
Invoice #CustomerDateDue DateAmountPaidBalanceStatusActions

📉 Accounts Payable

Total Owed
$0
Current
$0
Due Soon
$0
Overdue
$0
Bill #VendorDateDue DateAmountPaidBalanceActions

🏢 Vendors

Total Vendors
0
1099 Vendors
0
NameContactPhoneEmailAccount #Terms1099Actions

🏦 Banking

Checking
$0.00
Credit Card
$0.00
CC ...4501
$0.00
Undeposited Funds
$0.00
Pending
0
Categorized
0
Posted
0
to
0 selected
DateDescriptionAmountCategoryStatusReconActions
No transactions. Import a CSV from Wells Fargo.

📒 General Ledger

Total Assets
$0
Total Liabilities
$0
Equity
$0
Net Income
$0

Select an Account

DateDescriptionReferenceDebitCreditBalanceActions
📒
Select an account from the left to view its register

📊 Reports

Select a report type and click Generate

Billable Hours

Hour Adjustments

Date Technician Job Hours Reason By

⚙️ Admin Panel

👥 User Management

🔐 User Permissions

🔧 System Settings

🔩 Engine BoM Import

Upload a Volvo Penta "individual parts list" CSV (semicolon-delimited) to tag every matching inventory part as fitting the selected engine model. Re-uploading the same engine replaces its existing fits — idempotent.

💳 Stripe Terminal

Register New Terminal

On your WisePOS E: Swipe right → Settings → Enter 07139 → Generate pairing code

🧠 Sofy's Knowledge Base

Scraped from all job history every 6 hours. Powers the after-hours AI phone system (Sofy) and the web AI Recommendations (Analyze button). Click Rebuild to force an immediate refresh.
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📎 Standard Job Files

Photos & documents attached to a Standard Job copy onto an estimate / job / invoice as part of that document when the Standard Job is applied (they show in the document's normal Photos & Videos and Documents). They're marked internal, so they do not appear on the customer-facing invoice page.
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📁 File Manager

Name Size Modified Actions
📞
📞 Phone
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🔩 Parts HelperNo context