Monitoring & renewals
Renewals by week
Next 12 weeks
Monitoring Jobs
Job number, renewal date, and contract total by account
| Job # | Customer | Sales rep | Renewal date | Status | Job total | Actions |
|---|---|---|---|---|---|---|
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Trash
| Job # | Customer | Deleted | Purges in | Actions |
|---|---|---|---|---|
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Employee access
Add employee
Creates a login and assigns a permission role
Employee accounts
— accounts
| Name | Username | Role | Linked rep | Status | 2FA | Actions | |
|---|---|---|---|---|---|---|---|
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Sales reps
Add sales rep
Their email is used for the 60-day renewal notice
Directory
— reps
| Name | Actions | |
|---|---|---|
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Notifications
Run now
Also runs automatically every week via a scheduled Worker
Outbox
— entries
| Type | Recipient | Subject | Created | Status |
|---|---|---|---|---|
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Audit log
| Time | Actor | Action | Target | Detail | IP |
|---|---|---|---|---|---|
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Full data backup
Downloads every job, sales rep, note, and employee record as one JSON file
Everything in this file is decrypted just for this download and streamed straight to your browser — nothing decrypted is ever stored on the server. That means the file itself is not encrypted once it's on your computer, so store or delete it the way you would any other sensitive export. Password hashes and MFA secrets are never included.
Security
Contact email
Only used for the weekly renewals digest (Administrators)
Two-factor authentication
Checking status…