JOOT

Dashboard

📊 Current Operations

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🔴 Critical Repairs
📅 Rentals Due Today
🚜 On Rental
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🔧 Open Repairs
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📋 Active Rentals
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🧠 AI Knowledge Items
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💵 Free Cash Flow inflow − outflow, ex transfers
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📊 Company Efficiency Score asset 30 · ops 25 · fin 25 · sales 20
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📈 Operational Health AR · concentration · PM · drivers
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💼 Sales CRM

🔥 Hot Leads
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📞 Today's Follow-ups
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⚠️ Overdue
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💰 Pipeline Value
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CRM Analytics Dashboard

Pipeline Summary

Total Pipeline$0
Weighted Value$0
Avg Deal Size$0
Active Leads0

Activity Metrics

Interactions0
Calls0
Emails0
Meetings0

Conversion Rates

Lead → Qualified0%
Qualified → Quoted0%
Quoted → Won0%
Overall Win Rate0%

Forecast

Expected This Month$0
Expected This Quarter$0
Won This Period$0
Lost This Period$0

Pipeline Stage Distribution

Lead
0
Qualified
0
Quoted
0
Won
0
Lost
0

Top AI-Scored Leads

0 leads $0 weighted
Lead 0
Qualified 0
Quoted 0
Won 0
Lost 0
0 pending review 0 high priority
🔍

No contract leads found. Add leads from public contract databases.

🤖 AI-Powered Daily Sales Schedule

0 tasks today 0 calls 0 visits 0 high priority

🔥 Top Priority - Act Now

These hot leads need immediate attention based on AI scoring and sales cadence

☀️ Morning (8am-12pm) - Calls & Follow-ups

🚗 Midday (12pm-2pm) - Site Visits

West Texas visits optimized for drive time

🌤️ Afternoon (2pm-5pm) - Quotes & Emails

📧 Cold Leads → Email Nurture

These leads haven't responded after 4+ touchpoints. Move to weekly email campaign.

📊 AI Sales Cadence Rules

🔥 Hot Leads

12 touchpoints over 21 days

Contact every 2 days max

🌡️ Warm Leads

8 touchpoints over 28 days

Contact every 4 days max

❄️ Cold Leads

4 touchpoints then nurture

Weekly email campaigns

Company Contact Phone Last Contact Next Follow-up Status Actions

Today

📣 AI Marketing

InMail: -
📊 Dashboard
✍️ Composer
💬 Outreach
⚙️ Automation
🗣️ Voice
🔗 Accounts
🛠️ Settings

📄 Recent posts

💬 Active outreach threads

Equipment

Machine ID Type Make/Model Year Hours GPS Location Rates (D/W/M) Status Actions

Repairs

Ticket # Machine Equipment Status Description Issue Priority Mechanic Parts Status Rentable Actions

QC Review Queue

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Team Performance

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Rentals

🔍
⋮ Rental # Customer Machine / Subrental Shipping Date Out Returned Days Daily/Hrs Weekly/Rate Monthly Fuel $ PO # Invoice # QB# Attachments Status Location

Customers

Customer # Company Contact Phone Terms Status Actions

Vendors

Company Name Contact Phone Email Type Total Spent Status Actions

👁️ Customer Portal Preview

👁️

Select a customer above to preview their portal view

This shows exactly what the customer sees when they log in

💬 Customer Chat

Threads
Select a thread to view the conversation.

💬 Team Chat

Conversations
Select a conversation, or start a new one.

Mechanics / Mecánicos

📋 HR Dashboard

🎓 Onboarding

📚 Training

📄 HR Documents

💊 Benefits

⚖️ Compliance

📧 Email Activity

⚠️ Top Recipients

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Recent sends

Sent To Subject Status Linked to Provider msg id Error

SendGrid suppression list

Addresses below will silently fail to receive any future email until removed. Hard bounces (5.x.x SMTP) auto-add. Click Remove after fixing the address or creating the mailbox.

Type Email Reason Recorded
Click a category above to load entries.

👥 Employee Portal

Employee Department Job Title Hire Date Portal Status Last Login Work Status Actions

📥 Kiosk Queue

📺 Open Kiosk Page
Filter:

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🛢️ Filter Database

🛠️ Parts & Schematics

Enter a Machine ID to view its parts manuals, schematics, and serial-specific parts.

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📖

Select a Manual

Browse the manuals tree on the left to select a parts manual to view.

🛠️
- Total Parts
📦
- Kits
⚠️
- Low Stock
🔗
- Cross-References
Part # Description Category Type Available Cross-Refs Actions
💰
$0 Total Inventory Value
📦
0 Unique Parts
🔢
0 Total Units
⚠️
0 Low Stock Alerts

⚠️ Low Stock Items

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🔄 Recent Activity

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Loading reorder suggestions...

Part Number Description Warehouse Location On Hand Reserved Available Actions
Enter search criteria above

Purchase Orders

PO # Vendor Date Expected Items Total Status Actions
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Pending PO Receipts

PO Number Vendor Expected Date Items Status Actions
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Recent Transfers

Date Part From To Qty By
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Recent Cycle Counts

Date Location Parts Counted Variances By Actions
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Loading warehouses...

0 Total
0 Draft
0 Sent
0 Converted
Quote # Customer Date Items Total Status Actions
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0 Total
0 Pending
0 Picking
0 Ready to Ship
0 Shipped
Order # Customer Date Items Total Balance Status Actions
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🎯
- AI Accuracy
📊
- Patterns Learned
✅
- Verified Hotspots
⏳
- Pending Review

Inventory

Part # Description Category On Hand Reorder Pt Location Actions

🚚 Logistics & Shipping

📋
- Pending Jobs
🚛
- In Transit
👷
- Available Drivers
✅
- Completed Today
Job # Type Unit From → To Scheduled Driver/Shipper Status Actions
Vehicle # Type Make/Model Year Assigned Driver Samsara GPS Status Actions
Show:
Name Phone CDL Class License Expiry Availability Status Actions
Company Contact Phone Rate/Mile Reliability Actions
📋
-Pending
🔴
-Urgent
🚗
-In Progress
✅
-Completed Today
Errand # Type Priority Items Source → Dest Assignee Status Actions
To send equipment to auction, open the equipment in the Equipment tab.
Equipment Type Auction House Auction Date Reserve Progress Sale Price Actions

📹 Gate System - Live View

0 / 0 Cameras Online
0 Active Recordings
Events Today: 0
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📷

Camera Offline

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📷

Camera Offline

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📷

Camera Offline

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📷

Camera Offline

Recent Gate Events

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📋 Gate Event Log

↩️
- Entries Today
↪️
- Exits Today
⚠️
- Damage Flagged
🖼️
- Frames Captured
Time Direction Equipment RFID Tag Photos Damage Actions

⚠️ Damage Review Queue

🚨
- Pending Review
✅
- Verified Today
🔧
- Repairs Created

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📟 RFID Transponders

📟
-Active Tags
📥
-Installed (7d)
🚜
-Tagged Machines
🚫
-Inactive / Removed
⚡ Manual entry (type tag ID by hand)
Installed Tags
Machine RFID Tag Type Location Installed Status Actions
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⚙️ Gate System Settings

📷 Camera Configuration

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🎬 Recording Settings

15s

🤖 AI Analysis Settings

🌐 Customer Portal

📡 Streaming Server

📡 Telematics

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📊 Data flow: Equipment J1939 9-pin → ESP32-CAN-X2 (reads DM1 + PGNs every ~50ms) → SIM7600G-H 4G → POST /api/telematics/data → telematics_data + telematics_faults → this page (refresh 10s)
📡
-Registered Devices
🟢
-Online (last 5 min)
⚠️
-Active Faults
📥
-Data Points (24h)
Devices
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⚠️ Active Fault Codes (J1939 DM1)
No active faults
📜 Fault History (J1939 DM2 — previously-active codes)
No fault history

💬 SMS Center

Select a conversation to view messages

Rental Archive

0 archived rentals Showing 0-0
Rental # Customer Equipment Date Out Date Returned Daily Weekly Monthly PO # Status Actions

🔧 Preventive Maintenance Dashboard

⚠️ Overdue
0
⏰ Due Now
0
📅 Scheduled
0
🚚 Field PM Opportunities
0
🤖 AI Fleet Outlook
💰 PM Cost by Machine
📊
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⏱ Schedule Variance
📊
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⚠️ High Priority Items

Equipment Type PM Service Hours Status Priority Actions

🚚 Field PM Opportunities

Equipment at customer sites where drivers will be nearby

📈 Upcoming Workload

📅 PM Queue

Equipment Location Current Hours PM Service Due Hours Hours Remaining Status Parts AI Priority Actions

📋 PM Schedule Templates

Name Equipment Type Category Interval (Hours) Interval (Days) Priority Est. Labor Tasks Parts Actions

📜 PM History

to
0 PMs Completed
$0 Total Cost
$0 Avg Cost/PM
0% Compliance Rate
Date Equipment PM Service Hours Mechanic Location Labor Hrs Parts Cost Labor Cost Total

💰 Accounting Dashboard

💵 Cash Position
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📥 Accounts Receivable
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📤 Accounts Payable
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📊 Revenue This Month
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📥 AR Aging Summary
📤 AP Aging Summary
🚜 Subrental Payment Queue
📅 Current Period

📧 AP Email Inbox Scanner

⏳
0 Pending Parse
📄
0 Parsed
✅
0 Bills Created
💰
$0 Pending Value
🧠
0 Total Classified
🎯
0 Leads Created
🔧
0 Repairs Created
💳
0 Payments Flagged

Filter

Click a chip to filter the table.
Received From Subject/Filename Type / Routing Vendor Invoice # Amount Status Actions
🧠
0 Total Classified
🎯
0 Leads Created
🔧
0 Repairs Created
💳
0 Payments Flagged

Classification Breakdown

Date From Subject Type Confidence Action Module Status

Items Needing Human Review

AI flagged these emails for review - low confidence or requires confirmation before action.

Configure email inbox connections for automatic invoice scanning.

Name Email IMAP Server Status Last Scan Actions
Started Config Emails Found Processed Invoices Status

Learned Sender Domains

Every sender domain → email-type pattern the brain has learned. Clearing a row tells the AI to forget that sender's history and re-classify their future emails from scratch.

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📝 Estimates

📝 Draft
0
📤 Sent
0
✅ Accepted
0
⏰ Expired
0
Estimate # Customer Date Expires Total Status Actions
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📄 Invoices

Invoice # Customer Date Due Date Amount Status Actions
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💳 Credit Memos

📋 Open
0
⏳ Partially Applied
0
✅ Applied
0
💰 Total Open Credits
$0
Credit Memo # Customer Date Source Total Remaining Status Actions
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📑 Customer Statements

Statement # Customer Period Balance Due Current 30+ Days 60+ Days 90+ Days Status Actions
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🧾 Expense Receipts

📤 Uploaded
0
⏳ Processing
0
📄 Processed
0
✅ Matched
0
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🔗 Bank Feeds

🔐 Secure Bank Connection

Connect your bank accounts to automatically import transactions. We use Plaid for secure, read-only access to your transaction data.

Connected Accounts

No bank accounts connected yet.

Recent Syncs

Bank Sync Date Added Modified Status
No sync history

🏦 Banking

Date Description Amount Category Status Actions
Match Type Match Value Category Priority Matches Actions
Date Reference Description Type Debits Credits Lines Status Actions

💵 Payroll

Name Department Job Title Pay Type Pay Rate Filing Status Status Actions
Date Employee Regular Hrs OT Hrs Type Job/Equipment Source Status Actions

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Employee Type Start Date End Date Hours Reason Status Actions
Pay Date Period Employees Total Gross EE Taxes ER Taxes Total Net Status Actions
Name/Business Contact Phone YTD Payments Actions

Federal Tax Rates

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FICA & State Rates

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Employer Tax Rate Configuration

These rates are used for payroll calculations. Update when your assigned rates change.

TX default: 2.7%
TX 2026: $9,000
After credit: 0.6%
Federal: $7,000
2026: $176,100
$200,000
$250,000

Deduction Types

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AI Tax Monitoring

Status: Active

Last Check: Loading...

Pending Updates: 0

Bank & ACH Configuration

Configure your company bank details for ACH/NACHA direct deposit file generation and EFTPS enrollment.

Tax Update History

Date Update Type Description Old Value New Value Status

EFTPS Tax Deposit Tracking

Upcoming & Pending Deposits

Type Period Amount Due Date Status Confirmation # Actions

Generated Tax Forms

Form Type Tax Year Employee/Contractor Status Created Actions

Payroll Reports

Tax Reports

Year-End Reports

📈 Financial Reports

Select a report type and click "Run Report"

👥 Reconcile Customers with QuickBooks

Your operational customers (short names) merged with their QuickBooks records (formal names) so rentals, invoices and payments all sit under one QB-matching customer. Clear matches were merged automatically. The ambiguous ones below have more than one QB candidate — pick the right one.

Needs your decision (ambiguous)

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No QuickBooks match (0)

These operational customers have no QB record by name — likely JOOT-only or named very differently. Left as-is.

📞 Call Routing

Calls to the business number ring through here. Pick where they go — change it any time, instantly. Texting is unaffected (it stays on EZTexting).

Calls currently ring
—

Quick switch

Add a destination

Settings

⚙️ One-time setup

  1. In Twilio, set the voice number's "A Call Comes In" webhook to:
    https://app.jackofoiltrades.com/api/voice/incoming (HTTP POST)
  2. In EZTexting → Textable Numbers → your number → Voice Options → Forward calls to different number → enter your Twilio voice number.
  3. Set a destination above and you're live. Change it here anytime — no logins.

🧠 AI Brain

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Patterns Learned
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Categories
—
Decisions Tracked
—
Chat Feedback

Learning by Category

Click a row to inspect what the brain has learned in that category.

Decision Accuracy

How often admins accept the brain's suggestions vs override them.

Recent Learning

Last 20 patterns picked up from events across the system.

Chat Feedback

Thumbs-up / corrections on AI chat answers.

Shop Calendar