Track required documents for this applicant. Check off items as they are received.
Interview Notes
Finalize & Convert to Employee
Once all documents are collected and verified, set the hire details and convert this applicant to an active employee.
Supply Inventory
Item
Category
Qty
Reorder Level
Cost/Unit
Supplier
Status
Actions
Outstanding
$--
Paid
$--
Overdue
--
Avg Days to Pay
--
Invoices
Invoice #
Client
Service
Amount
Issued
Due
Status
Actions
QuickBooks Online Integration
📗
QuickBooks Online
Status: NOT CONNECTED
Integration Phases
Phase 1 — OAuth2 Connection
PENDING
Phase 2 — Invoice Sync
WAITING
Phase 3 — Client Sync
WAITING
Phase 4 — Expense Tracking
WAITING
Phase 5 — Reporting & Reconciliation
WAITING
Total Revenue
$--
Collected
$--
Outstanding
$--
Avg Job Value
$--
Revenue by Service
Connect invoicing to view breakdown
Monthly Trend
Insufficient data for trend analysis
New
--
Contacted
--
Quoted
--
Qualified
--
Converted
--
Lost
--
Lead Pipeline
Lead
Source
Service
Location
Date
Stage
Actions
Total Reviews
--
Avg Rating
--
5-Star Reviews
--
Needs Response
--
Review Aggregator
Connect Google / Yelp / Facebook in Settings to aggregate reviews
Content Calendar
No content scheduled. Connect social accounts in Settings to enable auto-posting.
Engagement Metrics
No engagement data. Connect Instagram, Facebook, or Nextdoor to track metrics.
Photo Gallery
Before & after shots, job documentation, portfolio
Loading gallery...
🤖
Minion Fleet Offline
The 10-minion fleet is shut down until full system integration is complete. All fleet operations are suspended.
Fleet Ref #002 // Status: SUSPENDED
Pending: QuickBooks integration, full tab synchronization, client onboarding
Open Tickets
--
Resolved
--
Urgent
--
Avg Resolution
--
Support Tickets
Ticket #
Client
Subject
Priority
Assigned
Created
Status
Actions
Company Profile
Account
Username
admin
Plan
UNLIMITED (FREE)
Tier
BUSINESS
Minions
10 Active
Region
California
D1 Database
CONNECTED
Deploy Minions Fleet
CONNECTED — Ref #002
Integrations & Connected Accounts
💰 QuickBooks Online
READY TO SYNC
QuickBooks will be integrated and synced for all financial metrics. Invoicer and Bookkeeper minions will auto-sync invoices, expenses, P&L reports, and payroll data once connected.
Connect your Google Business Profile so the Review Monitor minion can scan reviews, and the Analytics minion can track search impressions, clicks, and direction requests.
Review Sync
PENDING
Search Stats
PENDING
Auto-Respond
PENDING
Directions
PENDING
Review Monitor + Analytics minions will begin scanning within minutes.
📘 Facebook Page
SETUP REQUIRED
Link your Facebook Business Page so the Social Media minion can draft and schedule posts, monitor engagement, respond to messages, and track page metrics.
Post Scheduling
PENDING
Engagement
PENDING
Messages
PENDING
Page Metrics
PENDING
Social Media minion will manage content, engagement, and page analytics.
📸 Instagram Business
SETUP REQUIRED
Link your Instagram Business account so the Social Media minion can schedule posts, create before/after reels, monitor hashtags, track follower growth, and manage DMs.
Post & Reels
PENDING
Hashtags
PENDING
DMs
PENDING
Followers
PENDING
Requires Instagram Business account linked to Facebook Page.
⭐ Yelp Business
SETUP REQUIRED
Review Monitor minion will sync Yelp reviews and draft responses.
💳 Stripe Payments
SETUP REQUIRED
Accept online card payments. Invoicer minion will auto-generate payment links.
🔑 OAuth App Credentials
Refresh
Enter your Client ID and Secret from each developer portal. These are stored securely in D1 and used for the OAuth authorization flow.