Total active0
LIVE OVERVIEW
Dashboard
Prepare customers, collect locations and assign teams from one shared screen.
Not Contacted0
Ready0
Assigned0
Live locations
Ready and assigned cases
Team workload
Current assignments
Recently updated
Latest customer changes
CASE WORKSPACE
Customers
Search, prepare and assign customer cases.
| Case | Customer | Account | Phone | Street / Area | Availability | Status | Contacted Team | Take |
|---|
GEOGRAPHIC VIEW
Live Map
Green = Ready · Blue = Assigned
FIELD TEAMS
Teams
See exactly which customers each team has taken.
DATA & ADMIN
Import / Admin
Upload the current Excel list, review duplicates and manage active records.
Add Excel files
Add one or several Excel files. Existing customers stay in place and duplicate Account Numbers are skipped.
Import rules
- Account Number must be unique in the current active list.
- Expected columns: Case #, Name, Request Date, Account Number, Phone number, Block ID, Phase, CO.
- Original Excel details stay attached to the customer record.
- Duplicate rows are skipped and shown before import.
Imported Excel files
Each newly imported Excel stays grouped here so it can be removed individually with the admin PIN.
Admin cleanup
Delete finished or unwanted cases from the active database. Admin PIN is required for deletion.
Export
Download the current active cases as Excel, including collected locations, street names and team assignments.
Live database connection
Configure config.js with your Supabase URL and anon key. Until then, the app works in local browser mode for testing.
Local browser mode