Dashboard
Weekly scorecards, QTD raise readiness, and coaching status.
Score History
Weekly score trend for the selected technicianTechnician Numbers
Personal score, raise progress, and current-week performanceSource Coverage
Current week evidence by scored technician| Technician | Scorecard | PestRoutes Routes | 2+ Photos | Callback % | Vyncs | Ops | Review |
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Vehicle Maintenance
Oil, tire, odometer, and receipt-derived service evidenceSync Readiness
Vyncs mapping suggestions and Google Sheet export inputsManager Action List
Prioritized items from this weekWeekly Review Queue
| Technician | Weekly | QTD | Status | Services | Flags |
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Score Evidence
Select a rowNo scorecard selected.
Leaderboards
Monthly rankings for callbacks, reviews, and average daily completed appointmentsWeekly Scorecards
One row per technician per week| Technician | Weekly | QTD | Status | Callback % | Review |
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Technician Profile
Score history, QTD average, coaching notes, and flags.
Technician Roster
Add technicians before importing or let imports create matches| Name | Phone | Status |
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Log Review
Updates recalculate scorecardsReview Tracker
Latest manager activity| Week | Technician | Status | Follow-up |
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FieldRoutes Import
Services, appointments, callbacks, attachmentsSuggested headers: appointment_id, service_date, technician, scheduled_start, scheduled_end, arrival_time, time_on_property_minutes, attachments_count, callback_flag, notes
FieldRoutes Report Cache
Real report exports before API accessUse Reporting exports first: Average Time On Site By Tech, Route Reporting, Tech Re-services, Tech Completion Notes, and Equipment Appointments.
Vyncs Import
Driver score, harsh event rate, idle rateSuggested headers from Draft v3: week_start, technician, vehicle, miles, driver_score, harsh_brakes, rapid_accels, speeding_events, idle_minutes, drive_minutes, harsh_events_per_100_miles, idle_percent
Operations Import
Truck checks and receipt submittalSuggested headers: week_start, technician, truck_check_percent, receipt_percent
Capital One Charges
Read-only card transactions for receipt scoringSuggested headers: transaction_date, posted_date, cardholder, card_last4, merchant, amount, category, transaction_id
Drive Receipt Files
Receipt uploads from the shared Drive foldersSuggested headers: file_id, file_name, folder_id, folder_url, uploaded_at, receipt_date, technician, vehicle, amount, fuel_gallons, odometer_miles, merchant, drive_url, mileage_photo_url, mileage_ocr_text
Customer Reviews Import
Monthly leaderboard review countsSuggested headers: review_date, reviewer_name, customer_name, customer_phone, rating, review_text, source, business_page. Technician is optional; the app will match the review to the most recent FieldRoutes service by phone or customer name.
Customer Contacts Import
Phone enrichment for RingCentral review SMS dry runsFieldRoutes Customer Search columns: Customer ID, First Name, Last Name, Phone 1, Phone 2, Email Address. The SMS queue matches by customer ID first, then phone or name.
FieldRoutes Manual Report Playbook
What to export while we wait on the API key| Cached | Report | Week | Batch |
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Import History
Idempotent source upserts| Created | Source | File | Rows | Status |
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Raw FieldRoutes Data
Latest 500 normalized rows| Date | Technician | Customer | Window | Arrival | Minutes | Photos | Callback |
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FieldRoutes Report Evidence
Promoted route and re-service report rows| Date | Technician | Completed | Timed | Missed Windows |
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| Week | Technician | Re-services | Rate | Evidence |
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Raw Vyncs Data
Latest 500 normalized rows| Date | Technician | Score | Miles | Harsh / 100 | Idle % |
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Raw Operations Data
Truck check and receipt rows| Week | Technician | Truck Check | Receipts |
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Receipt Match Evidence
Capital One charges matched to Google Drive receipt files| Date | Technician | Merchant | Amount | Receipt | Status |
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Callback Tracker
Return services attributed to the original technician and service week| Original Date | Callback Date | Original Tech | Customer | Reason | Notes |
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Photo Compliance
Required attachment proof per service| Date | Technician | Customer | Photos | Status |
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Driver Safety Tracker
Vyncs score, harsh events, and idle rate| Technician | Driver Score | Harsh / 100 Miles | Idle % | Risk |
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Truck MPG Analysis
Average MPG from receipt mileage pictures and fuel gallons| Truck | Fillups | Miles | Gallons | Average MPG | Latest Reading |
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Vyncs Link Status
Local driver and vehicle mapping for active technicians| Technician | Vyncs Driver | Vehicle | Tracker | Device |
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Automation Command Center
Monday scorecard pipeline across API, CSV, and browser connectorsConnector Settings
Editable schedule and readiness notesGoogle Business Branches
Verified Google Business Profile locations used for review imports| Branch | Google Location | Office Hint | Last Sync | Page |
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Google Drive Receipt Folders
Technician folder mappings used for receipt submittal audits| Technician | Folder | Status | Notes |
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Data Gaps
Missing rows and review blockers before scorecards are trusted| Week | Technician | Issue | Source |
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Source Name Watchlist
Off-roster names seen in imports for the selected week| Source Name | Seen In | Week | Rows | Action |
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Technician Name Mappings
Local aliases used to match vendor exports to active technicians| Source Name | Mapped To | Source | Updated |
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Callback Backfill Needs
Original service weeks that need Route Reporting before callback percentages are complete| Original Week | Technician | Callbacks | Callback Dates | Needed Export |
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Review SMS Dry Run
Prepares RingCentral texts with tracking links; no SMS is sent| Service Date | Technician | Customer | Phone | Status | Tracking Link | Reason |
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Connector Run History
Every automated pull should leave an audit trail| Time | Source | Mode | Status | Rows | Notes |
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Admin Invites
Create admin invitations before production email delivery is connectedUser Accounts
Admins and invited users| Name | Role | Status | Invite |
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Access Requests
Technician requests waiting for admin approval workflow| Requested | Name | Technician Match | Status |
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Scoring Rubric
Weights and thresholds are configurable| Enabled | Metric | Category | Source | Weight | Threshold | Callback Window |
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Audit Log
Recent system events| Created | Action | Entity | Details |
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