Dashboard

Live CRM · Hawaii time
Connecting…
Search your clients and vehicles, open their profiles, and review services, subscriptions and scheduled work. Editing workflows are the next phase.
Employees—active workforce
Active TCL—subscriptions
Warranties—records
Clients / Vehicles—— vehicles

Operational Picture

Current Connection

Source: Supabase canonical CRM

Mode: Authenticated account

Mode: Browse and review

Planner caveat: Exact Shop/Mobile overrides still live in Airtable.

Employees

IDNameTitleStatus
Select an employee.

Client Snapshot

Click a metric or a zone to filter the client directory below.

Total Clients by Zone

ClientVehicle(s)LocationTCLWarranties

Lead Dashboard

Inquiries remain leads until their first service is completed and the transaction is finalized.

Leads

Due Work Snapshot

Includes services due in the selected period and services completed during that period, even if originally due earlier. No future cadence projections.
Planner tables cover all dates; snapshot reporting is controlled only by the reference period above.
DueClient / VehicleObligationCadence / WarrantyZoneStatus
Next DueClient / VehiclePackageCadencePriceLast ServiceStatus
Next DueClient / VehicleWarrantyLocationInstalledTCL InteractionStatus
Live route candidates derived from canonical due dates + client routing zones. Exact appointment decisions and Shop/Mobile overrides are still in Airtable.
DueClient / VehicleSourceArea / ZoneStatus
PlannedDueClient / VehicleSourceCadenceAppointment

TCL Subscriptions

Locations
Client / VehiclePackageCadencePriceContract StartLocationLast ServiceNext DueStatus

Services

Set up services and packages.

Your Warranty Products

Loading warranties…

Warranty Ledger

Client / VehicleWarranty NumberTypeInstallation DateTermExpiration DateNext Compliance DateStatus

Vehicles

October 2026

Scheduled services$0
ConfirmedPlanned / unconfirmed

Schedule

Employee shifts