Alerts
⌘K
Dominic Flood
DF
🔍
Viewing as …
Good morning
Welcome back
Loading today's snapshot…
Loading CMO brief…
Quick Actions
Awaiting Signatures
View all →Loading…
Open Alerts
View all →Loading…
Receivables
View all →Loading…
Portal Messages
Threads from customers via the customer portal.
Loading…
Pick a thread
Select a conversation on the left to read or reply.
🔔 Tech Alerts
—
🔔
Pick an alert to review
Techs flag issues from the field — you review, contact the customer, or spin up a repair WO.
All customers
| Name | Lifecycle | Billing Address | Phones | Emails | Action |
|---|
🔍
All staff
| Name | Role | Department · Level | Phone | Status |
|---|
Hiring
LIVE
New Hire — Send Employment Contract
How It Works
1
Fill in the new hire's name, email, start date, and position
2
The right employment agreement auto-selects based on the position
3
New hire receives email to review and e-sign the contract
4
Ryan counter-signs, then Dominic gets an SMS notification
5
Everything is logged here in the dashboard for tracking
Recent Hires
Loading…
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.
Required service setup
Recent Waivers & Agreements Sent
Last 10 sent
Loading…
Template Preview
Contract Templates
Edit the documents that get sent to new hires & clients for e-signature
Loading…
📜
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.
Loading photos…
Contracts
Every contract sent through Tartan OS — drill in for the full audit trail
Loading…
🗂️
Pick a contract on the left
You'll see signers, the audit trail, and a download link.
—
Techs must do stops in sequence — later stops locked until prior ones complete.
Select a technician
—
🔍
Select a tech to see their route.
🧭 Route Setup
—
🔍
0 selected
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
📅 Schedule
Route new customers · schedule jobs · book lead visits
Loading schedule…
📅
Select an item on the left to get started.
Map
Work Orders
The job ledger for scheduling, routes, billing, and customer history.
✅ Approved · Needs Scheduling
—
quote approved · slot it
All Unscheduled
—
loading…
Scheduled
—
loading…
Urgent Open
—
priority=urgent
Completed MTD
—
this month
Total Open
—
all statuses
Estimated
—
active projects
Invoiced
—
rolled-up bills
Paid
—
received
Balance
—
outstanding
🔍
All 0
✅ Needs Scheduling 0
All Unscheduled 0
Stale >14d 0
Scheduled 0
Urgent 0
Completed 0
Deleted 0
0 selected
🔧
Loading work orders…
🔍
Product
Pool360
Pull catalog, pricing, and invoices from Pool Corp CIT API. Matches purchases to jobs and flags price changes.
—
⚡
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.
📦
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.
—
📑
Sync Invoices
Pull Pool360 purchase invoices into Supplier Purchases for reconciliation.
🧰
Catalog Maintenance
Supplier cleanup tools live here so Products & Services stays focused on editing sellable items.
Use these after imports or legacy cleanup. Each action keeps existing product editing intact and reloads the catalog when done.
🚨 Pending Price Alerts
0Recent Pool360 Purchases
—
Reconcile Center
—
⚠️ 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.
🧾
Pick a purchase on the left to reconcile it.
Match suggestions + variance will appear here.
Sales Pipeline
Every quote → work order → invoice → payment chain, at a glance.
🎯
Loading pipeline…
🔍
| Quote # | Customer | Title | Total | Approval | Deposit | Valid Until | |
|---|---|---|---|---|---|---|---|
| Loading quotes… | |||||||
Invoice Review
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.
0 selected
| Invoice # | Customer | Date | Due | Total | Balance | Status | ||
|---|---|---|---|---|---|---|---|---|
| Loading invoices… | ||||||||
🔍
| Date | Customer | Invoice | Method | Amount | Status | Reference | |
|---|---|---|---|---|---|---|---|
| Loading payments… | |||||||
Customer sends paused: this page is an email log and draft workspace. Drafts can be prepared and test sends go only to the dev allowlist.
🔍
| When | To | Subject / Preview | Type | Status | Campaign |
|---|---|---|---|---|---|
| Loading… | |||||
Customer texts paused: OpenPhone stays disconnected while testing. This page shows the text log and lets you prepare drafts without texting customers.
🔍
| When | To | Preview | Type | Status | Campaign |
|---|---|---|---|---|---|
| Loading… | |||||
Invoice Reports
Examine the status of invoices, what you're billing, and the breakdown of sales.
Invoice DetailsSales by CategoryVoided Invoice SummaryPayment Reports
Review all your income, including online payouts and manual payments.
Payments CollectedIncome by CategoryPayment Methods on FileCustomer Reports
Assess your customer accounts, balances, and aged receivables.
AR Aging SummaryCustomer Balance SummarySales by Customer SummarySales Tax Reports
Report on the taxes you owe, based on sales tax you collect.
Sales Tax Summary - AccrualSales Tax Summary - CashOperations Reports
Review profit, labor, materials, installed items, and customer communication activity.
Gross Profit (real COGS)LaborProfitChemical DosagesInstalled ItemsActivity & Audit
Every system event in one place — who changed what, when, and why. Driven by the audit log.
All ChangesChanges by UserDeletionsRefunds & VoidsSettings ChangesPayroll RunsBookkeeper
Owner onlyCategorize the purchases QuickBooks left uncoded. Sign off and it's coded directly in your QuickBooks books — no separate import step.
Step 1 · you are here
Categorize purchases
Loading…
Step 2
Review what it learned
Trust vendors to auto-apply
Step 3
Export & sign off
Send the coded list to your bookkeeper
0 / 0 done
Loading…
$0
uncategorized
▶ Needs your review …
⏳ Loading your uncategorized purchases… this pulls live from QuickBooks and can take up to 30 seconds.
▶ Learned vendors 0
Loading…
▶ Clearing account (handled automatically)
Expand to load your repair/equipment clearing-account summary.
0 of 0 coded · $0 categorized
Settings
One calm control room for how Tartan OS prices work, pays the team, bills customers, talks to customers, and connects outside systems.
Company
Operations
Pricing & Pay
Billing
Messaging
Documents
Tartan AI ✦
Integrations
Developer
Service Levels
Chemistry
Tech Pay
Tags
Lead Sources
Job Templates
Reviews
Customer Portal
Alert Routing Rules
Nurture
Equipment · Catalog
Equipment · Workflows
Dose Calculator
Pay Configuration
Feature Flags
Pilot Mode
Loading settings…
Profile
Timeline
Service History
Work Order History
Photos
Pool
Billing
Audit