Dashboard

v2.0
🟠 Home Depot
🔵 Blindorado
Jobs to Schedule
Permit Tracking
Customers
All Work Orders
Step 1: Customer Lookup

Enter a phone number, name, or address to find the customer

Schedule Manager

JOB DETAILS

AI Route Suggestion
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ASSIGN & SCHEDULE

Map
Loading map...
🚗 Daily Route Schedule
Scheduled for day
🏠 Home / Start location
Tip: in Google Maps, right-click your home → click the coordinates to copy them.
Drag to Reorder Stops
Price List
Door Types & DatabaseBlind Types & Fabrics
Measure Auto-Fill Rules

When a field on the Measure form matches a condition, another field gets auto-filled (only if it's still empty) or gets a reminder line appended (for Notes-style fields, without duplicating on re-check). The tech can always edit or remove it afterward.

Blindorado Measurements
Blindorado Blind Types

Each Blind Type has its own, fully independent field layout and dropdown options (Fabric, Style, Color, ...). Pick a type below, or Clone one to start a similar type with its content already filled in.

Follow Up — Measures with no Install yet

Every Blindorado Measure job that doesn't have a matching Install PO yet. Mark "Called" to keep it on the list as a reminder, or "Not Interested"/"Ordered" to drop it off.

Quotes

Every quote sent from Follow Up, with its deposit link. Once the customer confirms, create the Install PO right from here — it'll carry exactly what was quoted.

Stores
Permit Fees by Jurisdiction
Points List
Materials List
Installers
Permit Intake — Scan & Auto-Match

Scan or photograph permit documents. AI will read the names and auto-match to existing work orders.

PO Audit — Daily Check
Full Audit — All Open Jobs
Installer Update List
Unpaid JobsBlindorado Revenue
Search / History
User Management
Change My Password
Pay Jessie — Unpaid Completed Jobs
Conversations
Select a conversation
SMS Templates Variables: {{installer_name}}, {{greeting}}, {{job_word}}, {{date}}, {{time}}, {{time_window}}, {{tracking_link}}, {{customer_name}}
Tomorrow's Reminders
IP Whitelist
Always allowed: Local network (192.168.x.x), Tailscale (100.x.x.x), localhost. These don't need to be added.
Live Tracking
Tracking Link Stats
Page Visits
Monthly Breakdown