Import Outlook emails, parse WOs, match stores, and review before dispatch. Data now persists in SQLite. V5 SQLite database persistence.
Operations Dashboard — V10.6.9
Rough draft command center for dispatch, technician status, aging work orders, ServiceChannel compliance, timecards, and invoice readiness.
Active WOs0
Unassigned0
Waiting / Follow-Up0
Emergencies0
Clocked In0
On Lunch0
Internal Time0
Invoice Queue0
Cancelled WOs0
Corrigo Needs Acceptance0
Corrigo Accepted0
Technician Status
Dispatch Snapshot
Alerts / Compliance
Recent Activity
Outlook → Work Order Intake
This is the original intake board. Import recent emails, review parsed information, confirm store/address/problem data, then send WOs to dispatch.
Create Manual Work Order
Use this for new clients, one-off jobs, phone requests, or jobs that do not arrive through Outlook/Corrigo/ServiceChannel. Saving creates a normal intake WO that can be dispatched, scheduled, sent to Madden Mobile, completed, invoiced, and saved to Store History.
Draft Work Orders0
Matched Location0
Needs Review0
Ignored/Admin0
Intake Review
Status
Match
WO#
Location ID
Client / Location
Route
Priority
Category
Problem / Issue
Past History
No drafts loaded yet.
Ready.
Ignored / Admin Emails
These were not added to Draft Work Orders. Admin emails are separated from dispatch work.
Type
Reason
Subject
From
Received
No ignored/admin emails loaded.
Dispatch Board
Assign reviewed work orders to plumbers, schedule time windows, and move jobs through field statuses.
Total WOs0
Ready0
Assigned0
En Route / On Site0
Completed0
Click to view
Dispatch Work Orders
Dispatch
WO#
Client / Location
Problem / Issue
Route
Priority
Assigned Plumber
Schedule
Actions
No work orders loaded yet.
Completed Work Orders
Completed and invoice-ready work orders are kept here instead of the active dispatch list.
Dispatch
WO#
Client / Location
Problem / Issue
Route
Priority
Assigned Plumber
Completed / Invoice
Actions
No completed work orders yet.
Ready.
Plumbers
Dispatch Map — V10.6.179
Phase 1 map view for scheduled work orders. Shows today’s jobs, assigned plumbers, route order, and map links. Verizon live van GPS can be added later.
Mapped Today0
Assigned Today0
Emergency Today0
Unmapped0
Today’s Route Map
This opens the selected day’s scheduled stops in Google Maps. Live van GPS is not connected yet.
Mapped Work Orders
Live Vans / Verizon GPS
Phase 2 scaffold. This will show real Verizon Connect Reveal van locations once API/webhook credentials are connected.
No Verizon vehicle data loaded yet.
Schedule Calendar — V10.6.9
Day/week dispatch calendar by plumber. Schedule, reschedule, and open jobs from one place.
Plumbers
Selected Plumber Day Route
Pick a plumber and week to see that plumber’s scheduled day route/order.
Unscheduled / Ready to Dispatch
These WOs are not scheduled yet. Drag a WO onto a plumber schedule, or drag a scheduled WO back here to unassign it.
Time Cards — V10.6.9
Review plumber clock events, job time, travel time, lunch breaks, and missing punch warnings.
Today Events0
Clocked In Now0
Lunch Active0
Job Time Events0
Time Off Requests
Review pending plumber PTO/time off requests. Denials require an office reason that shows in Madden Mobile.
No time off requests loaded.
Timecard Reset Tools
Use this during testing to clear mistaken timecard events. This does not delete the work order.
Weekly Payroll Sheet
Office payroll view modeled after the Madden weekly timesheet. Groups technician time by week, WO/category, and Regular/OT/DT buckets.
Daily Labor Sheet
WO-centric labor sheet built from technician time events. Supports multiple plumbers on one WO and internal time like Shop/Oil Change.
WO Labor Aggregation
Aggregates labor/travel from all technicians who touched the same WO.
Plumber Time Summary
Recent Time Card Events
No events loaded.
Cancelled / Rejected Work Orders — V10.6.87
Work orders moved here when a cancellation, rejection, void, or decline email matches an existing WO number.
Cancelled / Rejected0
Cancelled Work Orders
Backflow PM Program
Backflow testing schedule for Albertsons/Safeway, Haggen, and Metropolitan Market. Field techs can see due stores, open purveyor portals, update submission status in real time, and link PM rows to dispatchable work orders.
Total PM Rows0
Not Started0
Submitted0
Complete0
Portal / Email Links0
Backflow Schedule
Month
Store
WO
Dispatch Link
City
Employee
Status
Invoiced
Process
Portal / Email
Notes
Field Actions
Loading Backflow PMs...
Field Tech Workflow
Backflow Program — V10.6.267
Assembly-driven Backflow PM management. Monthly PMs come from the Outlook Backflow PM schedule, then flow into store-level assemblies, assignment, mobile testing, and invoice packets.
Due PM Stores0
Unassigned0
Linked PM WOs0
Assembly Assets0
Needs Review0
Testing Complete0
Backflow Program Controls
Backflow Test Data Reset
Use this after testing. It keeps permanent stores, assemblies, addresses, months, portals, and asset photos, but clears PM workflow/testing state, mobile state, PM invoice packets, PM timecard events, and completion/invoice test records.
Due Testing / Assignment
This is the replacement direction for the old Backflow PM list: Outlook imports create monthly PM rows here, office assigns a plumber, and Madden Mobile opens the assembly testing workflow.
Store-Level Backflow Assets
Each store owns permanent assembly asset records. The annual PM tests update these same assemblies year after year.
Assembly Asset Library
Haggen blanks are seeded as starter assembly shells. The office can refine locations, make/model/serial/size as records are verified.
Management Reports — V10.6.234
Backflow PM reporting, historical year filters, reset tools, waiting-for-parts visibility, and invoice-ready PM totals.
Report Filters
Total PMs0
Completed PMs0
Remaining PMs0
Completion %0%
Ready For Billing $$0
Waiting For Parts0Avg 0.0 days
Invoice Ready Count0
Submitted $$0
Paid $$0
PDF Compliance0%
PMs With PDFs0
Missing PDFs0
Report Data Source Check
Temporary verification cards to confirm reporting is reading PM billing packets and PDF attachments from the same source as Invoice Queue.
PM Data Management
Reset clears workflow progress only. It keeps the PM schedule rows, customer, store, city, month, portal/email links, and assembly data.
Status Breakdown
Customer Breakdown
PM count, completion percentage, ready-for-billing dollars, paid dollars, and PDF compliance by customer.
Assigned Plumber Workload
Assigned PMs, completed PMs, remaining PMs, waiting-for-parts PMs, and invoice-ready PMs by plumber.
PDF Compliance
Waiting For Parts
Month
Customer
Store
PM
City
Plumber
Notes
PMs Missing PDFs / Reports
Month
Customer
Store
PM
City
Status
Plumber
Invoice Review Queue — V10.6.234
Review completed work orders, invoice totals, material line items, tax jurisdiction, NTE status, and billing status.
Draft0
Ready for Review0
Submitted0
Paid0
Invoice Queue
No completed/invoice-ready work orders yet.
Completed Invoice Archive
Paid/completed invoice records grouped by store. PMs can be reopened from here if corrections are needed.
Paid invoices will appear here after billing is complete.
Work Order Detail
Status
Priority
Assigned Plumber
Scheduled
Problem / Issue
Location
ServiceChannel
Photos
Customer Signature
Original Request / Email
Store History
Dispatch Notes
Completion / Invoice Packet
QuickBooks Integration
Live QuickBooks Web Connector status, read-only company verification, customer imports, and item imports.
Connection Status
Not Connected
No sync yet
Customers / Jobs
0
Imported from QuickBooks
Items
0
Labor, material, tax, and other items
Connected QuickBooks Company
Company Name
Waiting for connection
Legal Name
—
QBXML Version
—
QuickBooks Connection
Checking connection status...
Customers
Import and review customers and jobs from QuickBooks.
Items
Import invoice items used for labor, materials, tax, and charges.
Customer Mapping
Mapped
0
Review
0
Unmapped
0
Imported Customers
QuickBooks Name
Company
Account #
Active
No customers imported yet.
QuickBooks Protocol Monitor
No QuickBooks callbacks received yet.
Sync History
No sync activity yet.
QuickBooks Customer Mapping
Match each Workflow store to its service customer and optional backflow customer in QuickBooks.
Loading mappings...
Madden Mobile — V10.6.309
This is the field-only view. A plumber only sees assigned jobs, route info, issue details, notes, and field status buttons.
Choose Madden Mobile Preview
In production, each plumber would log in and only see their own assigned jobs.
Madden Mobile
Field View
Complete Work Order
Work Performed
Recommendations / Follow-Up
Labor
Travel
Materials
Acceptance
ServiceChannel
Photos
Upload before/after/receipt/general photos tied to this WO.
Customer Signature
By signing, customer acknowledges the work performed / service visit was reviewed.
SQLite Database Status
Your work orders, assignments, statuses, notes, ignored emails, and admin emails now persist locally.
Saved Work Orders0
Ignored Emails0
Admin Emails0
Webhook Events0
Database File
This file is your local persistent database. Back it up before moving computers or deleting the app folder.
Assign Work Order
Selected helpers see this visit in Mobile and Calendar.
Visit-based helpers: original helpers do not carry into callbacks unless selected again.
Use this for handoffs. The primary plumber stays as the WO owner, but the active lead controls the current visit workflow.
Store History
Waiting / Follow-Up
These waiting jobs are over 4 days old and may need follow-up unless already scheduled for a future date.
Waiting / Follow-Up
Assembly Test
Assembly Testing
Completed Test Packet Preview
One cover page plus one full test report page per assembly.
