Dashboard
DEMO · FAKE DATANot connected to Sheets / providersRep Leaderboard — Oct
Sales & installs
Announcements
AdminInstalls — Oct
47▲ 12% vs SepActive Leads
1283 territoriesVendor Receivable
—provider payouts pendingRep Payable
—next 1st & 15th runNeeds Attention
Unpaid sale — vendorINW-10495 · Stephanie Doyle · $150 · vendor payout missing 4 days
Mystery payout — no matching orderFidium remittance Oct 1 · $150 · unmatched reference
Chargeback aging — 32 daysINW-10470 · Greg Nelson · rep comp clawback pending
2 reps mid-onboardingRyan F. intro call pending · Trevor D. agreement pending
Pipeline Funnel
Reconciliation Snapshot
Full detail in Admin › Payroll.
Pipeline
Sold
Knocked — no answer
Knocked — interested
Not knocked yet
▣ colored area = territory
INW Marketing office
INW Marketing
Spring, TX
HoursMon–Sat 9am–7pm CT
Office line(817) 555-0100
Fastest answer: call the office line. For pay questions, email so there’s a written record.
Janus — AI sales coach
Voice pitch trainer for door-to-doorPractice your door pitch out loud with an AI homeowner. Janus plays the skeptic — “I’m happy with my cable,” “what’s the catch,” “come back later” — then scores your opener, objection handling and close so you know exactly what to tighten before your next door.
Sessions this week6
Avg score82
Best objection“Price”
Minh — your SMS assistant
Text anytime · answers 24/7Text Minh like you’d text the office. Minh looks up your orders, checks whether an address qualifies, and answers pay questions — day or night, no hold music.
What Minh can do
- Order status — “Where’s the Grant install?”
- Address checks — “Is 2210 Rockwood Dr fiber-ready?”
- Pay questions — “What’s on my Oct 15 check?”
- Quick help — plan prices, promo rules, who to call
Reps
Admin onlyTap a rep to edit role, tier, trainer, territory or status.
Comp tiers are per-rep configurable (REP_COMP): T1 = $50 flat · T2/FM = $75 flat (1GB+) · trainer overrides per hierarchy. Onboarding tracks W-9 → agreement → badge → PayCard → intro call.
Company reports
All repsReconciliation
ISP remittance ↔ ordersRemittance lines are matched to orders by reference / order #. Unmatched = money in with no order; Chargeback = ISP clawed back commission.
Payroll
Checks on the 1st & 15thVendor Receivable
—sales awaiting provider payoutRep Payable
—comp awaiting payout runMatched This Period
—vendor + rep both settledFlags
31 unpaid · 1 mystery · 1 chargebackPer rep — this run
Commission = installs × the rep’s pay-plan total (1 Gbps row). Net due = commission − advances already paid − clawbacks.
Per-Sale Net Position — both directions
Each sale tracks two independent payment states: vendor paid us (inbound) and we paid the rep (outbound). The delta is where margin errors and float live.
Chargebacks — 90-Day Window
Vendors
Tap a package to editPay plans
Tap a row to editSettings
Teams
Recruiting
Books
Ops bookkeeping · not a GLBank feed
5 bank accounts + Ramp card · set category and line of business, tick when reconciledPicking a category sets the usual line of business (you can override it). Stripe payouts = alarm RMR collected in Billing; Ridgeline = the central-station bill.
Match — deposits ↔ remittances ↔ pay runs
Commission deposits match ISP remittance statements, payroll debits match pay runs, Stripe payouts match Billing collections. Partial = amounts differ; Unmatched = no source record.
P&L by line of business
Cash basis for the date range above, from the categorized bank lines. Uncategorized lines are shown so nothing hides.
Inventory
Serialized alarm devicesStock cards: Whse = warehouse · Truck = on a tech’s truck · Inst. = installed. Change a device’s state inline. On truck asks which tech; Installed asks which Billing account (and activates a pending account); RMA asks why.
Billing
Alarm monitoring · INW bills the customerTap an account for invoices, devices, retry / send / cancel. Plans: Basic $34.99 · Plus $44.99 · Video $54.99 · 36-month term.
Central station
INW pays the monitoring center a wholesale fee per billed account each month; Books shows the bill as Alarm monitoring spend.
User roles
Permissions
✓ full access · view view-only · — no access · Own/Adm/Mgr/FT = Owner/Admin/Manager/Field Trainer