Customers
Customer Records
Search customers, review order history, open visit records, and manage the core backend customer details.
Backend Services
Real backend pages for reporting, blog data, schedule status, gold and silver, duke daily, and import tools.
Customers
Search customers, review order history, open visit records, and manage the core backend customer details.
Reporting
Run daily totals and ad hoc grouped reports in an HTML page, then export when needed.
Reporting
Run month-end reconciliation for daily totals, monthly totals, and source-vs-live comparisons before closing books.
Banking
Import bank CSVs, review transaction history, reconcile category and IRS fields, and run bank reports.
Blog
Search migrated blog articles, inspect sections and AI tasks, and edit article metadata.
Documents
Upload operational files, maintain markdown documents, and manage file records directly from the backend.
Finance
Import receipt scans or PDFs, set the receipt date and notes, then open, edit, or remove records.
Quick Links
Keep your most-used sites one click away and open each one in a new tab from a shared backend module.
Schedule
Inspect unified appointment data coming from Setmore and any EasyAppointments rows.
Operations
Create timestamped snapshots of the five production workflow tables in a dedicated backup database before live loads or large fixes.
Database
Search, add, edit, and delete records from customers, visits, orders, order items, payments, and the payment transaction ledger with change logging.
Reporting
Filter every payment transaction (cash, check, credit, Edwards, tip) in one table and reconcile month-end totals quickly.
Front Desk Queue
Use the same live queue views as the frontend for ready pickups, next 7 days, and work needed details.
Alterations
Review staged alteration items imported from legacy Access rows before deeper frontend workflow integration.
Alterations
Maintain Hockerty alteration catalog pricing, internal ticket details, and customer/visit list for Hockerty-paid work.
Gold / Silver
Paste Access-exported gold and silver JSON and review the imported inventory and pricing rows.
Stocks / Crypto
Track stock and crypto holdings with live Yahoo Finance prices. Add, edit, delete assets. Auto-refreshes every minute.
Duke Energy
Review daily solar and grid readings and monthly season totals. Import from Access JSON or browse by date range and season.
Communications
Read incoming mail, send outgoing mail, and use local AI models to draft customer replies from one backend screen.
Blog AI
Generate WordPress-ready posts with Ollama using editable templates/prompts, and manage separate business memory.
Payments
Create device pairing codes, confirm which terminals are linked to the app, and keep the local terminal list synced for visit payments.
Customers
Send Google review request emails to customers after pickup. Track which customers have been contacted and log Google review counts over time.
Operations
Edit Ella follow-ups in CustomerDB (shared MariaDB with the reminders web app), or open the public site when you are off the LAN.
Health
Track medications, fill dates, due dates, and providers. Alerts for overdue and due-soon refills. Mirrors the Access MedicationTable.
Workspace
Open the configured OpenWebUI tool inside the backend shell instead of treating it like a separate standalone window.
Frontend Assets
Manage the homepage slideshow files from a dedicated backend page instead of the settings screen.
Database
Open the database management interface to browse tables, run queries, and inspect schema directly.
Analytics
Open the live Umami analytics dashboard inside the backend shell and keep website traffic review in the same workspace.
Payroll
Import payroll data from CSV or Excel, track employee pay periods, and review payroll history.
Vehicles
Track service history, costs, mileage, and upcoming service dates for all vehicles. Mirrors the Access CarMaintenence table.
Customers
Search customers by name, view visit history and revenue totals, and manage email addresses.
Weather
Import monthly CSV exports from your Ambient Weather station and browse daily summaries by year and month.
Finance
Track monthly bill payments across all bank accounts with running balances. Mirrors the Excel bills spreadsheet.
Finance
Track stock and crypto holdings, enter daily prices, fetch live prices from Yahoo Finance, and log monthly crypto purchases.
Analytics
Import AI traffic CSV exports, browse source totals, and review the imported event table in a spreadsheet layout.
Analytics
Import Bing and Google CSV exports from a shared folder into adaptive tables, then ask Ollama to analyze trends and customer/search insights.
System
Browse and edit log files, view and run scripts in /scripts, and manage backup archives in /backups and /customerdb-backup.
System
View, add, enable/disable, and manually run scheduled backend jobs. Exports a ready-to-install crontab file.
System
Run administrative commands from the browser in a web terminal emulator using PowerShell-compatible execution.
System
Unified activity timeline for data changes and errors, plus dedicated error and change log screens with clear and export patterns.
System
Track operational tasks in a spreadsheet-like grid with completion dates and inline edits.
System
Manage frequently purchased Amazon links with a left-side list, right-side details, and full CRUD.
System
Track backend bugs and issues with completion state, completed date/time, assigned agent, and fix details.
System
Quick access to the backend overview, module summary, and health endpoints.