Development environment — test data only. Nothing here is a real customer, job or payment. Switch to the live Hub
Sign in
You opened an invitation link. Create your login with the invited email (or sign in if you already have one) and the invitation will be accepted automatically.
Team members join only through an invitation link from the owner. "Create my login" is for the owner's first sign-in and for invited people who have not signed in yet.
Reset your password
We emailed a reset message to . Click the link in that email; it will open a page that says "can't be reached" — that's expected. Copy the whole address from that page's address bar and paste it here. (Pasting the link itself from the email also works.) It expires in about an hour.
Set a new password
Welcome, owner
This login's email matches the owner record created for this Hub. Claim it to continue.
No Hub access
This login is not a Hub member. Ask the owner for an invitation, then sign in with the invited email.
Set up your authenticator
Owner sign-in requires a code from an authenticator app (Google Authenticator, Microsoft Authenticator, Authy…). Scan this code with the app, then enter the 6-digit number it shows.
Can't scan? Enter this key by hand:
Authenticator code
Leads (website and Facebook inquiries arrive in the pool; a customer exists only once a lead qualifies)
Name
Source
Need
Status
Owner
Follow-up
Add a lead
Customers
Name
Kind
Rep
Square
Status
Quotes (a quote starts from a qualified customer; reps send only what passes the rule check or Terry approved)
Number
Customer
Rev
Status
Total
Rep
Jobs (the handoff record an accepted quote opens; deposit invoice and scheduling arrive in P4/P5)
Customer
Quote
Status
Rep
Opened
Price book (from the Square catalog once the sandbox is connected; hand-entered items are a development stand-in)
Item
SKU
Source
Price
Class
Cost (owner only)
Add a hand-entered item
Bundles
Cost inputs live under Settings: internal_labor_cost_cents_per_person_hour, warranty_allowance_pct (RC-6), mileage_rate_cents (RC-5), commission_rate_pct_default. Until they are set the margin is "incomplete" and every quote goes to you.
Members
Name
Email
Roles
Status
Invite a sales rep
The invitation is emailed automatically. The link works once, for 72 hours, and only for that email address. If it expires, use "Send a new link" on the Invitations tab.
Invitations
Email
Role
Status
Expires
Notices (outbox watch list)
#
Event
To
Status
Not before
Attempts
Error
Audit log (newest first; reading it is itself logged)
#
When (ET)
Action
Entity
Details
Worker
Job
Last run (ET)
Runs
Last result
Mail log (log-only mode: nothing is sent; this is what would have gone out)
#
When (ET)
Event
To
Subject
Template preview
Guides
My jobs
My calendar
My time off
My hours
Schedule (site surveys, installs and service calls; techs grab from the pool or you assign)
List view
Date
Kind
Customer
Tech
Status
Schedule a visit
Technicians' time off
Technician pay rates and hours
Health (checked every 15 minutes by the monitor job; alerts go to you through the notice queue)
Latest measurements
Metric
Value
Limit
Connections
Backups
Recent checks
When (ET)
Alerts
DB size
Queued
Budget: set budget_monthly_usd and spend_month_to_date_usd under Settings to arm the budget alert. On the Free plan spend is 0 and the plan itself is the hard limit.