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AI Chat
Ask grounded policy, SOP, FAQ, and pay-plan explainer questions. Live technician and team data chat is not enabled here yet.
Start a new chat or open a recent session.
Chat answers will appear here with citations and source strength.
Dashboard
Quick KPI summary for closed management-report data in the selected date range.
Total Sales
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Open-Day Pace
Trend vs Last Month
Manager Goal
Monthly Total Gross Goal
Set a monthly total gross target. The dashboard forecasts internal and other gross, then backs the remaining customer-pay need into customer-pay sales, customer-pay hours, estimated ROs, and a total team-hours target using trailing 90-day averages.
Enter 0 to clear the goal for the selected month.
Today's target allocation by technician
Load performance data to see today's schedule- and history-aware target allocation.
Technician
Schedule
Today Progress
Recent Median
Allocated Target
Remaining Today
Pace Delta
No technician allocation loaded yet.
Choose a date range to load performance KPIs.
Main page totals for all technicians in the current pay period.
All Techs Today Tracked
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All Techs Yesterday
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All Techs Current Pay Period Total
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All Techs Current Pay Period Flagged
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All Techs Total Pacing Hours
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All Techs Previous Full Pay Period
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Technicians Included
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Load summary to view overall totals.
Per-Technician Current Pay Period Totals
Technician
Today Tracked
Yesterday
Current Pay Period Total
Current Pay Period Flagged
Pacing (Projected)
Previous Full Pay Period
No overall rows loaded yet.
Current Pay Period Summary (Selected Technician)
Mismatches detected.
Today Tracked
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Yesterday Flag Hours
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Current Pay Period Total
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Current Pay Period Flagged
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Previous Full Pay Period
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Load summary to view pay-period details.
AI insight will appear here after summary loads.
AI insight will appear here after summary loads.
Date
Flag Hours
Source
Imported
No rows loaded yet.
Load summary to see trend insights.
Long-Term Trend Chart
Reporting
Search closed management-report facts by date range, writer, and RO number.
Choose a date range to load reporting results.
RO Count
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Hours Sold
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Technician Flag Hours
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Total Sales
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Labor Sales
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Total Gross
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ELR
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Gross Profit %
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Close Date
Writer
RO #
Customer
VIN
Hours Sold
Labor Sales
Total Sales
Total Gross
Discount
Data Quality
Ops
No reporting rows loaded yet.
0 rows
Tracker
Managers and coordinators can log vehicles as unassigned or directly to a technician, using the same VIN scan workflow as the technician portal.
Technician Tracker
Choose a technician to load tracker entries.
Unassigned creates a queue item. Select a technician to create or load assigned tracker entries.
Unassigned Vehicles/Jobs
Load manager data to view the active unassigned queue.
Work Date
VIN
Hangtag Number
Mileage
Hours
Notes
Created By
Created At
Queue Wait
Assign To
Action
No unassigned vehicles/jobs loaded yet.
Assigned Tracker Entries
Load manager data to view assigned tracker entries.
Work Date
VIN
Technician
Hangtag Number
Mileage
Hours
Notes
Reconciliation
Manual Flag
Actions
No assigned tracker entries loaded yet.
Tracker Coverage Leaderboard
This leaderboard shows who is tracking the most of their reported work. Coverage % shows how much of each technician's reported work was logged in Tracker.
Open Leaderboard to load coverage data.
Rank
Technician
Coverage
Tracked / Total
Open Leaderboard to load coverage data.
Usage & Adoption
Manager-only view of account access, self-tracking adoption, and which operational features are actually getting used.
Load usage statistics to see adoption trends.
Active Users 7D
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Any successful access by role
Active Employees 7D
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Managers, coordinators, and technicians with access
Employee Accesses 7D
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Login/session access events
Employee Accesses MTD
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Month-to-date
Employee Web Accesses 7D
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Current web clients only
Employee Web Accesses MTD
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Month-to-date
Employee iOS Accesses 7D
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Unavailable until iOS sends platform info.
Employee iOS Accesses MTD
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Unavailable until iOS sends platform info.
Self-Tracking Opted In
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Technicians opted into self-tracking
Not Using Self-Tracking
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Opt-out or never configured
Work Logs Created MTD
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Across all actors
Work Logs Edited MTD
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Across all actors
Work Logs Deleted MTD
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Across all actors
Discrepancy Actions MTD
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Manual flags + workflow actions
Notes Created MTD
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Day notes created
VIN Scans MTD
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Unavailable until VIN scan instrumentation is enabled.
Date
Tech Accesses
Staff Accesses
Work Logs Created
Work Logs Edited
Note Actions
Discrepancy Actions
No activity trend loaded yet.
Employee
Role
Tracking Opt-In
Last Seen
Last Platform
7D Accesses
30D Accesses
MTD Accesses
Successful Logins
Session Restores
Last Work Log Date
No employee usage rows loaded yet.
Manager / Coordinator Action
30D Count
MTD Count
Last Used
No manager action usage rows loaded yet.
Hour Mismatch
Operational queue for assigning, reviewing, and resolving hours issues without changing the underlying detection logic.
Search imported RO rows, technician tracker entries, and day notes in one place.
Type to search work history.
Date
Technician
Type
RO
VIN
Hangtag Number
Vehicle
Mileage
Hours
Status
Adjusted
Notes
Source
Updated
No search results yet.
Knowledge Admin
Managers can create draft policy documents, upload files into draft text, review the extracted content, and publish when ready.
Choose a document or start a new draft.
No document selected.
Draft and published version details will appear here.
No document versions yet.
Chunk preview appears after publish.
Sync Control Center
Operational sync tools and recent run history across Dealertrack report ingestion, Gmail sync, and Wix bookings.
VIN backfill can be run here when vehicle decode coverage is lagging.
Last Gmail Sync
Never Run
Dealertrack / Gmail Report Ingestion
Recommended: connect Gmail with Google Sign-In, then use Sync.
Gmail not connected.
IMAP fallback settings (advanced)
Import / Sync Output
No import/sync run yet.
Wix Bookings Sync
Uses Wix app OAuth from the backend. Imported rows feed the booked estimate only and depend on Wix staff names matching technicians in this app.
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Business hours are fixed at 7:00 AM-7:00 PM in the app timezone.
Current effective interval will appear here.
Wix settings are not loaded yet.
Recent Sync History
Current Status
Never Run
Last Successful Sync
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Most Recent Run
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Running Source
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Load sync status to view recent runs.
Status
Source / Mode
Started
Finished
Duration
Processed
Imported
Issues
Actions
No sync runs yet.
Settings
Global settings for tracking, workload archetypes, quotes, and daily estimate inputs.
Choose how built-in app text is displayed.
Generate AI insights now
Generates and promotes technician and manager AI insights for the selected day.
AI Insights Admin
Tracking Auto-Flag Settings
Future manager/coordinator unassigned-vehicle alerts will use this global threshold.
Loading tracking settings...
Service / Job Archetypes
These are workload archetypes for coaching and estimates. They are not inferred from Dealertrack history.
Loading service/job archetypes...
Name
Min Hours
Max Hours
Scheduled
Gap-Closing
Forecast
Suggest
Order / Actions
No archetypes loaded yet.
Motivational Quotes
Upload a plain text or JSON quote file. Quotes are optional and rotate on the coach card.
Loading motivational quotes...
#
Quote
No quotes loaded yet.
Estimate Jobs
Estimate jobs are date-based forecast inputs only. Manual Wix-type rows are placeholders and may later coexist with imported Wix appointments.
Estimate jobs load by exact work date and technician.
Date
Technician
Source
Title
Archetype
Hours
Notes
Actions
No estimate jobs loaded yet.
User Management
Add or remove employees. Manager/coordinator can also update each technician's normal work schedule, and managers can save coordinator alert schedules here. Removing a technician unassigns their active jobs.
Staff Security Settings (manager)
Loading staff security settings...
No user actions yet.
Feedback Inbox
Review issue reports and feedback submitted from the technician and manager portals.
Load feedback submissions to review recent reports.
No submissions loaded yet.
Report an Issue
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We automatically include your current portal, page, and software version.