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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.
Add Hour Block
Record an hour block (prepaid, or created to close out an invoice). 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.
What changed in each HQ release — newest first. Click a version to expand it.
✉️ Email Notifications
Outbound emails route through a Google Apps Script relay tied to support@janszenmediadev.com. Webhook and credentials are built into the app.
Default Recipient (fallback if no contact email)
Enabled Notifications
Onboarding (new client) Maintenance reports
Ticket alerts (assignee) Invoices
Password reset emails Daily ticket digest
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).
⚡ Lighter lead loading
Uses much less Supabase data each time HQ opens: leads load without full emails, and a lead's full conversation loads when you open it. On for everyone. Untick to go back to the old full load in this browser only (for troubleshooting). Reloads HQ when changed.
Use lighter lead loading in this browser
🐞 Debug Mode
Show the visible JS error banner. Off by default; errors still log to DevTools console.
Enable debug error banner
📄 Company Documents
Upload a document to the shared Drive folder, then toggle Quick Launch to link it from the Dashboard.
⬆ Upload Document
💰 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.