Today's schedule
Needs attention
| Customer | Address | What | Status |
|---|
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Trucks
What to look at
AI briefing
Click “Ask the Advisor” for an AI read on your data — what’s working, what’s off, and what to change.
Routes
| Code | Name | Cadence | Stops | Status |
|---|
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| Name | Phone | Address | Balance | Status |
|---|
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| Unit | Type | Rate | Customer | Status |
|---|
Accounts receivable
🔍
| Customer | Aging | Last payment | Balance |
|---|
AR aging
Recent activity
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Email (Gmail)
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Inbox
Calls, texts, and email tied to the customer. Connect Gmail above to turn on the two-way email inbox.
Service tickets
| Customer | Type | Scheduled | Tech | Status |
|---|
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| Product | Category | On hand | Price | Status |
|---|
Leads
| Name | Contact | Source | Stage |
|---|
Commercial accounts
🔍
| Account | Sites | Sub-accounts | Terms | Balance |
|---|
The snapshot
A live roll-up across routes, AR, rentals, service, inventory, and sales. As more of the business runs through H2ORoute, deeper reports (route profitability, churn risk, deposit liability) build on top of this.
QuickBooks Online
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Integrations
Connecting these turns on texting, payments, accounting sync, and live truck tracking.
Company
Risk & opportunity signals
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AI briefing
A vendor-side read across every data set — revenue at risk, receivables, data quality, adoption, and integration health.
Account & billing
SBITS-only. The office never sees this.
Integrations
Message templates
Build the texts customers get, pick which routes get each one, and set when they send. The [FIELDS] fill in automatically.
| Template | When | Routes | Status |
|---|
Users & access
Both can be signed in at the same time. Office Manager = full access · Office Assistant = day-to-day dashboard only (Today, Schedule, Live map, Customers, Routes).
| Name | Email (Google login) | Role | Status |
|---|