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Activity Detail
🎫 Tickets
Email reminder fires in your local time.
Create Invoice
Generate an invoice for a client.
Subtotal: $0
Tax: $0
Total: $0
New Contract
Create a service agreement.
New Event
Add a calendar event.
Monthly Client Report
Enter performance metrics for a client.
Performance Metrics
Add Company
New company record — company name is required, all other fields are optional.
Info
Services
Notes & Tags
Select all services currently active for this company.
Log Time
Tag work by service, project, hour block, and billable status.
Sell Hour Block
Record a prepaid hour block. Hours are drawn down from logbook entries that link to it.
⬆ Import Leads from CSV
Upload a CSV from a website quote form. Standard fields map automatically; everything else lands in Form Submission Details on each contact.
— or paste CSV text below —
Preview
✨ Enrich Contacts from CSV
Match existing contacts by name and fill in missing phone and email. Existing data is preserved unless you tick the overwrite box on a row. Nothing is saved until you click Apply.
Record time against this ticket and mark it complete.
Change Password
Choose a new password — 8 characters minimum.
Dashboard
Your Janszen Media command center.
Quick Launch
Activity Feed
Recent Companies
Companies
All company records. Click a card to view details.
Contacts
All contacts across companies.
Leads
Workable list of cold-call & outbound leads. Convert to a Deal when a proposal is sent.
Deals
Sales pipeline — track opportunities from first contact to close.
Pipeline
Sales Dashboard
All Tickets
Change requests and support tasks across all companies.
New Ticket
Websites
Active website build projects.
Marketing
Per-client spend, leads, and reporting.
Maintenance
Monthly website health checks.
Companies
Monthly Checklist
← Select a company
Progress
Notes
Reports
Business performance and client metrics.
Agency Overview
P&L
Client Reports
Looker Studio
Clients by Status
Top Services
Deal Pipeline
Client Health Overview
Contacts by Lead Source
Revenue by Service
Filtered to taylor@janszenmedia.com
Looker Studio Dashboards
Embed or link Looker Studio reports for each client. Paste the report URL below to add it.
How to get the embed URL: Open your Looker Studio report → File → Embed report → copy the URL.
Invoices
Create, send, and track client invoices.
Contracts
Service agreements and renewal tracking.
Logbooks
Track tasks, hours, and progress per company.
→
Calendar
Meetings and reminders, plus live follow-ups & due dates pulled from across HQ.
Upcoming Events
🧰 Tools
Internal HTML apps, onboarding guides, and the client process overview.
Team
Manage team members and roles.
Add Team Member
Name
Role
Email
Start Date
Color
🎯 Team Priorities
Top 3 action items per team member — each priority has a deadline. Edits are logged.
📋 Activity Log (recent priority edits)▼
Settings
Cloud sync, notifications, and data management.
👤 Your Profile
Signed-in account for this device.
JM
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📡 App Info & Sync
Version, cloud connection, and data counts.
🎉 Welcome to Janszen Media HQ — v1.5.9
First production release · May 2026
The all-in-one operations platform for Janszen Media — clients, contacts, deals, leads, marketing, and reporting in one place. This is the first version live at hq.janszenmedia.com.
Core CRM
Companies, contacts, deals, and tickets with global search (Cmd+K)
Health scores, MRR calculation from service definitions, and client journey tracking
Kanban drag-and-drop for deals; Activity log with undo on edits and deletes
Mobile-responsive layout with a dedicated client portal view
✉️ Email Notifications
Outbound emails route through a Google Apps Script relay tied to support@janszenmediadev.com. Webhook and credentials are built into the app.
Enabled Notifications
Daily ticket digest emails each team member a summary of their tickets at a per-member time (set under Team → Edit). Super Admins receive every ticket; everyone else receives their own assigned tickets.
📨 Email Log
History of all emails sent from HQ.
🗄 Data Management
Export a full JSON backup or import a previous one. Cloud backup lands in the Janszen Media HQ Backups folder in the Drive of the support@janszenmediadev.com account (whoever owns the Apps Script).
🐞 Debug Mode
Show the visible JS error banner. Off by default; errors still log to DevTools console.
📄 Company Documents
Upload a document to the shared Drive folder, then toggle Quick Launch to link it from the Dashboard.
💰 Service Pricing
Set monthly recurring prices for each service. These prices drive the Dashboard MRR calculation.
🔒 Role Permissions
Control which pages and features each role can access. Admin only.
📋 Change Log
A history of modifications made to clients and data.
🚀 Future: Server-Side Architecture
When the agency is ready to move beyond GitHub Pages, the recommended next step is Supabase Edge Functions + Vercel/Netlify hosting. This would enable proper auth, server-side email, webhooks, and a client portal.