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What needs a person, what is on this week, and the stores with work under way. Every store, its paperwork and its steps live in Builds.
Needs you
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This week
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Stores mid install
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Users
Everyone who has signed up. A role is the whole of what somebody can do, so there are only three. Client edits their own company's plans until they submit and sees their own price. Technician reads every plan and every drawing, writes nothing, and sees no money at all, which is what makes it safe to hand a phone to a contractor on site. Admin sees everything, including cost.
Your crew
Atoms people: you and your technicians. New work orders are emailed to every technician on this list, at the address shown, the moment you post one. Job texts are opt in: a technician turns them on at the top of My jobs, or you set their number here and they get one text asking for a YES. Only a YES, or their own switch, puts them on the text list; STOP from their phone takes them off until they text START.
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Add a technician by email
They get an email, set a password once, and land on My jobs. From then on work orders reach their inbox and taking one is a tap. They belong to no customer company. To invite a customer, use their company's page on the Customers tab instead.
Everyone with a sign in
Customers, technicians and admins together. The Role column is the classification: change it there and it takes effect on their next page load.
| Person | Company | Plans | Joined | Role |
|---|---|---|---|---|
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Reports
The numbers that used to crowd the dashboard, in one calm room: where every plan stands, how the checklists are moving, what is being installed, and who has the most stores.
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Customers
A customer is a company, and every plan belongs to one. This is where a company gets created, where its people are invited, and where a store is assigned to it. Signing up creates a company automatically, which is right for somebody who finds the planner on their own and wrong for a customer you already have, so invite them from here instead and they will land in the right place.
| Company | Email domain | People | Stores | |
|---|---|---|---|---|
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Assign a store to a company
Every plan sits in whichever company existed when it was drawn, which is not always the company it belongs to. Move it here. The plan, its drawings, its checklist and its photos all follow, and the people in the new company can see it immediately.
| Store | Currently | Status | Move to |
|---|---|---|---|
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Site links
A link for one store that a technician can open on a phone without an account. They tick the checklist and add photos, they type their name once, and that name goes on everything they do. Text them the link and there is nothing to explain.
Treat a link like a key to that one store. Anybody holding the URL can tick its checklist and add photos to it. They cannot reach any other store, cannot see a price and cannot see anything about the customer beyond the company name. A link stops working by itself the moment the store is marked installed, and Switch off here kills it immediately.
| Store | For | Opened | Last used | State | |
|---|---|---|---|---|---|
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Network
Connects each store to its UniFi site, so a customer signing in can see whether their network is up without calling you. One read only key over your whole Ubiquiti account covers every console adopted under it. Stores on a console the customer owns stay unconnected and simply say so.
| Store | Customer | UniFi site | Connect to |
|---|---|---|---|
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Turn UniFi sites into locations
These are the sites your key can see that are not connected to any store yet. Tick the real ones, say whose they are, and each becomes a location with its network light already connected. The checklist, photos and the clock work immediately; a floor plan can come later, or never.
Setting the key up, once
Sign in at unifi.ui.com, open Settings and then API, and make a key with read only access. In Supabase, open Edge Functions, then the unifi function, then Secrets, and add it as UNIFI_API_KEY. The key is only ever read by that function. It is not in this page, not in the database and not in anything the site serves, and there is no way to read it back out through this console.
Catalog and pricing
Price is what the client pays. Cost is what you pay. Both live in the database now rather than inside the planner file, which is the only reason this page can exist: a cost baked into a page on the internet is a cost list on the internet, whatever the page is called.
| Item | QuickBooks | Price | Cost | Margin | Live |
|---|---|---|---|---|---|
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Design standard
The numbers behind every estimate the planner produces. These were fitted to real jobs, so treat them as a calibration rather than a preference. Changing one changes every plan drawn from here on; plans already saved keep the price they were saved with.
| Setting | Value | Unit | What it does |
|---|---|---|---|
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Builds
Every store being built, from the first drawing to the last walkthrough, one row each: the paperwork on the left, the install steps on the right, and the rows grouped by where the store actually is. Tap a step to move it, put a day and a technician on it, or set it aside; tap the store to open its panel. The cards view keeps the maps, the photos and the network light.
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Work orders
Post an odd job in three fields. Every technician gets an email, the first to take it gets it, and you get an email saying who bit. What a job pays is spoken between you and your crew, never typed here.
Post a job
On the board
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Taken
Finished lately
Documents
Every file on every store: uploaded floor plans, contractor sets and design data. Links open with a signed address that expires on its own. Customers see their own store's files in their portal.
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Activity
Who signed in and when, and every change anybody made: which row, what it said before and after. Written by the database itself, not by this page, so it records what actually happened rather than what this page asked for. Nothing here can be edited or deleted from a browser, and the database answers these questions to the owner alone.
The activity log is the owner's alone. The database refuses everybody else, this page included.
People
Everybody with an account: when they last signed in, when their session was last used, and how much they changed in the last thirty days. Tap a row to see that person alone below.
| Who | Role | Companies | Last signed in | Last seen | Sign ins, 30 d | Changes, 30 d |
|---|---|---|---|---|---|---|
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Sign ins
| When | Who | Last seen | Signed out | From | Browser |
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Changes
| When | Who | What | Where | Detail |
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Console actions
Role changes, reopened plans and price edits, the way the console has always kept them.
| When | Who | What | Detail |
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Contacts
The people you text and email drawings and site links to who are not on the platform: the electrician, the GC, an installer. They are listed to tick in the plan drawer's text and email boxes, so a number is typed once. A client's people already on file under Customers are listed there on their own, on that client's stores.
| Name | Company | Mobile | Offered on | Last sent | ||
|---|---|---|---|---|---|---|
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Account
You, rather than the company: your name and phone, and which events light the bell now and arrive by email as email updates roll out. What you can actually do is decided by your role in the database, never by anything on this page.