0
Leads today
0
Last 7 days
0
Total leads
0
On shift now
0
Active workers
On the clock right now
| Worker | Started | Leads this shift |
|---|
🕐
No one is clocked in right now.Latest leads
| Client | Phone | Borough | Worker | Status | When |
|---|
📋
No leads yet.Team
—
Import file — required columns
Upload a .csv file whose first row is the column headers below (any order,
extra columns are ignored). One person per row.
Download a blank template.
| Header | Required? | What to put |
|---|---|---|
| name | Required | Full name of the person. |
| role | Optional | worker (default), manager, or owner. Managers & owners can log into this portal. |
| phone | Workers | Used to clock in and to match leads. 10 digits. |
| Managers/owners required | Login email for managers/owners. Optional for workers. | |
| password | Managers/owners required | Their login password (min 8 characters). Ignored for workers. |
| pay_per_lead | Optional | Dollars per lead for a worker. Blank = use the default. |
| hourly_rate | Optional | Hourly rate for a worker. Blank = use the default. |
| daily_target | Optional | This worker's daily lead goal (shown on their app). Blank = use the team-wide goal. |
| active | Optional | yes / no (default yes). |
| manager | Optional | For a worker: the name or email of the manager to assign them to (owners only). |
Set role to manager (with an
email and password) to import managers.
Only owners can import managers or owners.
| Name | Phone | Badge | Link | Manager | Status | Location | Today | Total | Pay/lead | Hourly |
|---|
👷
No workers yet — add your first one.Staff members
People who can log into this admin portal. Owners see and control everything; Managers see only their assigned workers. Click any user to manage their details and permissions.
| Person | Role | Reports to | Workers | Status |
|---|
👤
No staff members yet. Add your first manager or owner.| Client | Phone | Borough | Medicaid ID | Worker | Source | Tags | Status | When |
|---|
📋
No leads found.0
Paid hours (excl. breaks)
0
Leads collected
$0
Est. payroll
| Worker | Location | Clock in | Clock out | Hours | Breaks | Leads | Est. pay | Ended by |
|---|
🕐
No shifts in this range.Tracked Links
Named signup links per channel. Click any link to open its full performance report.
| Name | Platform | Leads | Today | Link |
|---|
Support Tickets
Requests from workers ("Contact us") and tickets you create. Click a ticket to manage it.
| Subject | From | Priority | Status | Updated |
|---|
🎫
No tickets yet.0
Leads in range
0
Leads today
0
Approved
0%
Conversion
0
Hours worked
0
On shift now
$0
Est. revenue
0%
Verification rate
Leads over time
Status funnel
0
Contacted
0
Ineligible
—
Avg days to approve
Leads per day
Status breakdown
Leads by source
Source breakdown
| Source | Leads | Approved | Conversion |
|---|
Hours by worker
Hours per day
Attendance
| Worker | Shifts | Hours | Breaks (min) | Leads | Leads/hr |
|---|
🕐
No shifts in this range.Leads by location
Per-location productivity
| Location | Leads | Approved | Conversion |
|---|
Leads by actual worker location (GPS tracked)
Shows where workers actually were when they collected leads, based on GPS tracking. This helps identify the most productive real-world locations vs. manually selected ones.
| Location (Lat, Lng) | Worker | Leads collected | Approved | Conversion |
|---|
📍
No location data yet — workers need to be tracked with GPS enabled.$0
Est. earned (labor)
$0
Est. revenue
$0
Cost per lead
$0
Est. profit
Payroll by worker
Earned = paid hours × hourly + approved leads × pay-per-lead. Set the revenue rate and pay defaults in Settings.
| Worker | Hours | Leads | Approved | Est. earned | Est. revenue |
|---|
Leaderboard
| # | Worker | Leads | Approved | Hours | Leads/hr | Top location |
|---|
📊
No activity in this range.Medicaid verification
Verification rate
0%
of leads checked
Pending follow-up
| Client | Phone | Medicaid ID | Worker | Status | When |
|---|
✅
Nothing pending — all leads checked.Shift & kiosk
Controls the worker tablets.
If a tablet sits unused this long, the worker is clocked out automatically.
Any shift still open at this time is closed automatically (New York time).
Used for the worker's "how am I doing" health status.
Pay defaults
Used unless a worker has their own rate set.
Used for revenue & profit estimates on the Reports tab.
Branding
Shown on every page.
Buttons & headers
Accents & success
Email (Resend)
Paste your Resend API key to enable outgoing email.
Get one at resend.com → API Keys. Stored server-side, never exposed publicly.
Must be a domain verified in Resend (or onboarding@resend.dev for testing).
My account
Change your admin password.
Work locations
Click the map to drop a pin where your team works, then name it and save. When an agent
clocks in, their location is captured and matched to the nearest active point within its radius.
Tip: click anywhere on the map to place or move the pin.
Add a location
— not set —
Saved locations
Click a row to edit it on the map.
| Name | Managed by | Radius |
|---|