⚠️ Demo Mode: Replace https://hjteywapdngzospmqsxq.supabase.co and eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6ImhqdGV5d2FwZG5nem9zcG1xc3hxIiwicm9sZSI6ImFub24iLCJpYXQiOjE3ODI0MDIyOTMsImV4cCI6MjA5Nzk3ODI5M30.wrYDpJXi_XQ9PC9pcdqXOI4Epj1tKm0WCtIa07wdv7A in this file's script with your real Supabase credentials to connect live data.
Bookings This Month
—
All statuses
Revenue This Month
—
Confirmed + completed
Pending Bookings
—
Needs action
Total Customers
—
All time
📈 Orders — Last 7 Days
Recent Bookings
Upcoming Events
Date
Customer
Address
Items
Total
Status
Actions
Date
Customer
Address
Driver
Status
Notes
Actions
Live Updates On
⏰
🚚 Delivery Route
📦 Pickup Route
📦 Optimized Pickup Route
🧠 Suggested Reach-Outs
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Name
Phone
Email
Loyalty
Bookings
Last Event
Total Spent
Actions
Photo
Item
Category
Price/Day
Available
Actions
Drag items within each category to reorder. Click Save Order when done.
Invoice #
Customer
Amount
Due Date
Status
Actions
Quote #
Customer
Event Date
Total
Status
Actions
Financial year overview
YTD Revenue
$0
YTD Expenses
$0
Net Profit
$0
Profit Margin
0%
Unpaid Invoices
$0
Avg / Booking
$0
Revenue vs Expenses — Monthly
Top Revenue Months
Outstanding Receivables
Expense Breakdown by Category
Revenue
$0
Expenses
$0
Net Profit
$0
This period
Revenue Breakdown
Date
Description
Category
Amount
Paid By
Actions
Sales Tax by Month
Month
Revenue
Tax Rate
Tax Due
Vendor
Description
Category
Amount
Due Date
Status
Actions
Date
Memo
Account
Debit
Credit
Ref
Actions
Total Debits: $0Total Credits: $0
#
Account Name
Type
Subtype
Balance
Actions
Statement Info
Reconciliation Summary
Enter statement info to begin.
Transactions — check off items that appear on statement
✓
Date
Description
Debit
Credit
Cleared
Import Bank Statement (CSV)
Upload a CSV export from your bank. Map the columns, then import as journal entries or expense records.
Name
Phone
Email
Source
Event Date
Status
Actions
Customer
Rating
Platform
Review
Date
Actions
—
Avg Rating
—
Total Surveys
—
Would Recommend
—
5-Star Responses
Customer
Date
Rating
Comments
Booking
Response
📋 Embed Coupon Widget on Website / App
Copy this snippet into your website HTML to show active widget coupons to visitors.
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Code
Description
Discount
Audience
Channels
Uses
Expires
Status
Actions
📧 Email Templates — Quick Send
Opens your email client with template pre-filled. Logged automatically.
Date
Customer
Type
Notes
Staff
Actions
Priority
Task
Customer/Link
Due Date
Assigned
Status
Actions
Pay Period
Employee
Hours
Rate
Gross
Fed Tax
FICA
Net Pay
Actions
Tax Form Generator
Name
Role
Phone
Email
Status
Actions
00:00:00
Employee
Clock In
Clock Out
Hours
Date
Status
Actions
Live Driver Map
Waiting for location data…
🗺️
Map loading…
Leaflet map initializes when drivers share location
Recent Location Pings
Driver
Time
Coordinates
Speed
Accuracy
Name/Unit
Make/Model
Year
License Plate
Status
Actions
Date
Vehicle
Type
Description
Cost
Next Due
Actions
💡 Email & SMS sending requires a server-side integration (SendGrid, Twilio). Track campaigns here and mark status manually.
Campaign
Type
Date
Recipients
Conversions
Status
Actions
Revenue — Last 12 Months
Monthly Breakdown
Orders by Month
Month
Orders
Revenue
Daily Revenue Heatmap
Orders This Month
Date
Customer
Total
Status
Calendar
Legend:None<$500$500-$1K$1K-$2K$2K+
Showing bookings for
Sales by City
City
Orders
Revenue
% of Total
Year-over-Year Monthly Comparison
Month Comparison
Month
Change
Open Receivables
Customer
Event Date
Total
Paid
Balance Due
Cancelled Orders
Date
Customer
Event Date
Total
Monthly Tax Breakdown
Month
Orders
Gross Revenue
Tax Rate
Tax Collected
Payment List
Date
Customer
Amount Paid
Balance
Status
Top Customers by Revenue
Rank
Customer
Orders
Total Revenue
Last Order
Lapsed Customers
Customer
Email
Phone
Last Order
Days Lapsed
✓ Copied!
Customer Email List
Name
Email
Phone
Birthday List
Name
Birthday
Days Until
Phone
Email
Company Spend Report
Company
Contacts
Orders
Revenue
Balance Due
Last Order
Most Booked Items
Rank
Item
Times Booked
Units
Revenue
Sales by Category
Category
Items Booked
Revenue
% of Total
Inventory ROI
Item
Times Booked
Total Revenue
Avg Rev/Booking
Driver Deliveries
Driver
Deliveries
Hours Logged
Employee Time Cards
Employee
Date
Clock In
Clock Out
Hours
Driver Pay Summary
Driver
Deliveries
Hours
Est. Pay
Driver Order List
Driver
Date
Customer
Address
Status
Orders in Range
Date
Customer
Items
Total
Status
Orders Created (by booking date)
Created
Event Date
Customer
Total
Status
Daily Sales Totals
Day
Orders
Revenue
Avg Order
Month-to-Date vs Prior Month
Month
Orders
Revenue
vs Prior
All Payments Received
Date
Customer
Amount
Method
Invoice #
Status
Customer Payments Filtered
Customer
Date
Amount
Method
Invoice
Customer List Report
#
Name
Phone
Email
City
Orders
Total Spent
Last Order
Customer Info List
Name
Phone
Email
Address
City
Notes
Sales by Item by Customer
Item
Customer
Date
Qty
Revenue
Inventory Usage Totals
Item
Category
Times Rented
Total Revenue
Avg per Rental
Inventory Usage List
Date
Item
Customer
Revenue
All Items Catalog
Name
Category
Price/Day
Available
Description
Popular Items — Last 30 Days
Rank
Item
Category
Rentals (30d)
Revenue (30d)
Detailed Time Card List
Employee
Role
Date
Clock In
Clock Out
Hours
Pay
Totals by Employee
Employee
Total Hours
Rate
Est. Pay
Driver Pay Detail
Driver
Date
Customer
Address
Status
Pay
Pay Summary
Driver
Deliveries
Total Pay
Mileage by Delivery
Driver
Date
To Address
Est. Miles
Reimbursement
Driver Mileage Totals
Driver
Deliveries
Est. Miles
Total Reimbursement
Average Delivery Time by Driver
Driver
Deliveries
Avg Hours/Stop
Total Hours
📥 Import Data
Step 1 — Download Template
Download the CSV template, fill it in, then upload below. Column headers must match exactly.
Step 2 — Upload CSV
Step 3 — Preview & Confirm
Review the rows below. Rows with a matching name will be updated; new names will be inserted.
All rows will be inserted as new bookings. Duplicate detection by event_date + customer_email.
#
Customer
Email
Event Date
Total
Status
Business Information
Pricing Defaults
Service Area
📍 Delivery Distance Fees
Set your HQ address to auto-calculate a distance-based delivery surcharge. Geocoding uses free OpenStreetMap — no API key needed.
🌙 Overnight & Multi-Day Fees
Applied automatically when a rental spans multiple days.
Overnight rules: If customer keeps equipment overnight and picks up by 11 AM → flat overnight fee. Pick up after 11 AM → full extra day rate is charged instead. Intermediate nights (equipment kept an extra day) always charge a full day rate.
📧 Email — SendGrid
Email sends through a Supabase Edge Function that calls SendGrid — your API key is stored as a Supabase secret and never exposed in the browser.
Get your SendGrid API key ↗
One-time setup: In Supabase → Edge Functions → Secrets, add SENDGRID_API_KEY = your key.
The send-email function is already deployed in supabase/functions/send-email/.
Run: supabase functions deploy send-email
📱 SMS — Twilio
SMS sends through a Supabase Edge Function that calls Twilio — credentials stored as secrets.
Twilio console ↗
