Alerts
🔍
Dominic Flood
DF
Good morning
Welcome back
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⚡ Quick Actions
📜 Awaiting Signatures
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🔔 Open Alerts
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💸 Receivables
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💬 Portal Messages
Threads from customers via the customer portal at staging.tartan-os.com / *.tartan-os.com.
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💬
Pick a thread on the left to read or reply.
🔔 Field Alerts
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🔔
Pick an alert to review
Techs flag issues from the field — you review, contact the customer, or spin up a repair WO.
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All customers
| Name | Lifecycle | Billing Address | Phones | Emails | Action |
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All staff
| Name | Role | Department · Level | Phone | Status |
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📋 Hiring & Onboarding
LIVE
📋 New Hire — Send Employment Contract
📊 How It Works
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Fill in the new hire's name, email, start date, and position
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The right employment agreement auto-selects based on the position
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New hire receives email to review and e-sign the contract
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Ryan counter-signs, then Dominic gets an SMS notification
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Everything is logged here in the dashboard for tracking
👥 Recent Hires
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📋 Waivers & Agreements
Send waivers before risky jobs and lock in service agreements at onboarding
WAIVER Customer Waiver
Send before risky jobs — acid wash, drain & clean, chlorine wash, or any work requiring liability acknowledgement.
AGREEMENT Service Agreement
Send the annual or monthly service agreement at customer onboarding to lock in terms, pricing, and liability.
Recent Waivers & Agreements Sent
Last 10 sent
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Template Preview
📜 Contract Templates
Edit the documents that get sent to new hires & clients for e-signature
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📜
Select a template on the left
Or click "+ New Template" to create one.
📷 Photo Library
Tartan's own pool photos. Tag them so the SEO agent picks them over stock.
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🗂️ Contracts History
Every contract sent through Tartan OS — drill in for the full audit trail
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🗂️
Pick a contract on the left
You'll see signers, the audit trail, and a download link.
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Techs must do stops in sequence — later stops locked until prior ones complete.
Select a technician
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Select a tech to see their route.
🧭 Route Builder
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Assign to Route
💡 Pick customers on the left, then set tech + day + frequency here and click Assign. Monthly rate is optional.
Map — all unassigned customers
📋 Route Assignments
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Map — all stops
🎯 Jobs to Schedule
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Select a job on the left to see recommendations.
Map
Work Orders
Track, schedule, and clean up every job in the pipeline.
✅ Approved · Needs Scheduling
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quote approved · slot it
Unscheduled
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Scheduled
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Urgent Open
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priority=urgent
Completed MTD
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this month
Total Open
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all statuses
Estimated
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active projects
Invoiced
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rolled-up bills
Paid
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received
Balance
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outstanding
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All 0
✅ Needs Scheduling 0
Unscheduled 0
Stale >14d 0
Scheduled 0
Urgent 0
Completed 0
Deleted 0
0 selected
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| Purchased | Item Description | Customer | Work Order | Added On | Added By | Actions |
|---|---|---|---|---|---|---|
| Shopping list is empty. Items will appear here from work orders. | ||||||
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Product
🔄 Pool360 Sync
Pull catalog, pricing, and invoices from Pool Corp CIT API. Matches purchases to jobs and flags price changes.
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⚡
Build Catalog from Invoices RECOMMENDED
Walk every Pool360 invoice, extract unique SKUs with description / unit / cost, then pull current list pricing from CIT.
Builds the real catalog from parts you've actually ordered.
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Lookup by Vendor
Pool360's
/Products?Vendor= returns a small subset per call — use only to search for specific items.💲
Sync Pricing
Refresh costs for every Pool360-linked product. Fires an alert on material changes.
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📑
Sync Invoices
Pull Pool360 purchase invoices into Supplier Purchases for reconciliation.
🚨 Pending Price Alerts
0🧾 Recent Pool360 Purchases
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🧾 Reconcile Center
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⚠️ Pre-migration mode — auto-match is disabled. Existing reconcile data is pre-migration and will be wiped after the Tartan OS migration. Manual reconcile + tech assignment continue to work normally.
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Pick a purchase on the left to reconcile it.
Match suggestions + variance will appear here.
Revenue Pipeline
Every quote → work order → invoice → payment chain, at a glance.
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| Quote # | Customer | Title | Total | Approval | Deposit | Valid Until | |
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| Job # | Customer | Title | Total | Invoiced | Paid | Balance | Work | Status |
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✅ Ready to Invoice / Close
Every completed work order awaiting office action. Rows with a billable total show Generate Invoice; comp / warranty / $0 jobs show Close (no charge); rows already paid / voided / skipped show one-tap Close. Hit Edit on any row to adjust line items before billing.
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| Date | Customer | Invoice | Method | Amount | Status | Reference | |
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| When | To | Subject / Preview | Type | Status | Campaign |
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| When | To | Preview | Type | Status | Campaign |
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📊 Invoice Reports
Examine the status of invoices, what you're billing, and the breakdown of sales.
Invoice DetailsSales by CategoryVoided Invoice Summary💰 Payment Reports
Review all your income, including online payouts and manual payments.
Payments CollectedIncome by CategoryPayment Methods on File👥 Customer Reports
Assess your customer accounts, balances, and aged receivables.
AR Aging SummaryCustomer Balance SummarySales by Customer Summary🧾 Sales Tax Reports
Report on the taxes you owe, based on sales tax you collect.
Sales Tax Summary - AccrualSales Tax Summary - Cash⚙️ Operations Reports
Review profit, labor, materials, installed items, and customer communication activity.
LaborProfitChemical DosagesInstalled Items📁 Custom Reports
Build custom reports with your Tartan OS data.
Build New Report → (v2)Company
Service Levels
Chemistry
Billing
Tech Pay
Tags
Lead Sources
Templates
Communications
⭐ Reviews
Customer Portal
Alerts
Nurture
🧰 Equipment Library
⚙️ Equipment Settings
🔌 Integrations
Dose Calculator
Payroll
🚩 Feature Flags
🚧 Pilot Mode
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Profile
Service History
🔧 Work Order History
Photos
Pool
💳 Billing
📜 Audit