Agents
Your AI staff. Each employee has a job, the systems it can touch, and a status. We build them up one at a time — and turn each one's access up as it proves itself.
Time Off Request
Vacation/PTO/Sick Calendar
Approved time off. Click any day to see who's out.
Calendar Schedule
Request Reimbursement
Receipts
For corporate-card purchases — submit the receipt for the record (no reimbursement).
Incident Report
Report a complaint, compliment, feedback, damage, injury, documentation, or handoff. Submit as yourself or anonymously.
Policies & Procedures
Every company policy and procedure in one place. Search for the one you need.
Handoff
Hand a job to the right person with a record: what happened, and who you're asking to take it. Use it for everyday passes too — a customer transfer, scheduling, parts, a quote — not just escalations. It isn't handed off until they accept. Urgent safety, legal, or media issues: call first, then log it here.
Incidents
All submitted incident reports. Visible to owners and admins only.
Time Clock
This Week
My Requests
Time Off
Reimbursements
Submitted Receipts
Approvals
Pending Time Off
Pending Reimbursements
Approvals Completed
Time Off
Export PTO CSVReimbursements
Export Reimbursements CSVCorporate Card Receipts
Export Receipts CSVDaily Digest
Time-Off Settings
Users
Download active employees (CSV) — names, emails, and roles for company-wide notices.
Timekeeping
Leave History
Export CSVYear-End Vacation
Vacation does not carry over, so any balance left at the end of the year is cleared. Paying it out instead is the Company's choice, not automatic — tick anyone you have paid so the decision is on the record. Ticking does not move money.
Triage
Jobs still tagged 1 OPEN_COD or 1 CONFIRMED that are far enough out for a part to arrive before the technician does. Pick one to triage it.
Product Lookup
Type a ticket number or a model number. A ticket shows the customer, every piece on the order and where it stands; a model shows live stock — on hand, allocated, on order, in transit — and which tickets the units are committed to. Live from HomeSource.
Tech Resources
Enter the model number and pick what you need — the system checks our library, then pulls it straight from the manufacturer’s dealer portal. No waiting on anyone.
Type an SR or order number to pull the ticket. Triage then reads the service manual against the complaint and suggests up to 3 parts.
Step-by-step refrigerator no-cool troubleshooter. Built for the truck — works great on your phone.
Add a part description and the matching OEM part number comes back alongside the document.
Tech Resource Logins
Portal credentials for dealer-only sources — stored in the portal database, never in code. These power the Tech Resources automation: when a tech asks for a document, the system logs into these portals and retrieves it.
Bulk import (paste your list)
Paste rows as website username password (tabs or multiple spaces between columns — one login per line):
Sales Dashboard
Per-salesperson performance from HomeSource. Pick a date range and compare year-over-year.
Aged Inventory
Every unit we have received but not yet sold, by how long it has been on the floor. Model numbers open straight into HomeSource.
Quotes
Build a customer quote from live HomeSource pricing. Prices shown to the customer are cost plus your chosen markup.
Recent quotes
Workflows
Run the company automations on demand. Each button starts that workflow on GitHub — click the “Last run” badge to watch it live.
Scheduled runs
These fire from the portal’s own server at the times below (business time zone) — not GitHub’s schedule — so they run reliably.