Track hours, jobsites, schedules, employee rates, payroll burden, and basic job costs for W.I.P Services.
Authorized team access onlyEmployee + manager tools
Enter Portal Password
This portal saves data in a shared database accessible from any device.
Employee Time Clock
Employees can request a missing job for manager review.
This week0.00
This month0.00
Total saved0.00
StatusSaved
Your Recent Entries
Date
Location
Type
Hours
Notes
Action
My Schedule
Your assigned upcoming W.I.P Services projects. Select your name above to filter this view.
Date
Time
Client / Job / Address
Project
Crew Lead
Work Type
Assigned
Status
Priority
Notes
Job Files & Documents
Files marked visible to employees by management.
Title
File
Category
Jobsite
Notes
Manager Dashboard
Total team hours0.00
Base labor$0.00
Payroll burden$0.00
Total W-2 cost$0.00
Revenue logged$0.00
Materials/other$0.00
Estimated profit$0.00
Avg. cost/hr$0.00
Active jobs0
Jobs missing CRM client0
Time entries needing job match0
Calendar events missing job0
Payment records needing match0
Job requests waiting approval0
Duplicate job warnings0
Payroll numbers are internal estimates for W-2 labor cost planning. They are not official payroll filings.
Executive Dashboard
Today's Schedule0
Active Jobs0
Crew Hours Today0.00
Payroll Pressure$0.00
Open Payments$0.00
Jobs Needing Attention0
CRM Follow-ups0
Cleanup Issues0
Active Leads0
Weighted Pipeline$0.00
AR Balance$0.00
Overdue AR$0.00
Revenue by Month
Open vs Paid
Hours by Week
Data Cleanup
AR Aging
Job Budget Risk
Company Progress
Visual snapshot of jobs, revenue, clients, employees, hours, and payroll cost for the selected date range.
Jobs scheduled0
Clients0
Employees0
Revenue$0.00
Owner Draws$0.00
1099 Pay$0.00
Net After Draws$0.00
Total Team Hours0.00
Money Snapshot
Jobs by Status
Top Jobsites by Hours
Team Hours
Companies / Accounts CRM
Manage companies/accounts, contacts, jobsites, payment history, documents, and follow-ups for W.I.P Services.
Total Companies0
Active Companies0
Hot Accounts0
Revenue Tracked$0
Follow-ups Due0
Overdue0
Company / Account
Contacts
Jobs
Revenue / Payment Tracked
Phone
Status
Follow-up
Last Contact
Actions
Contacts / People
People can be saved first, connected to a company later, and then used as job points of contact, billing contacts, field contacts, task owners, and money record contacts.
Contact
Company
Roles
Phone / Email
Jobs
Money
Tasks
Connect / Actions
Leads / Opportunities
Lead records are separated from active clients. Converting a lead updates the CRM company status while preserving the lead history on the account.
Total Leads0
Hot Leads0
Follow-ups Due0
Weighted Pipeline$0.00
Leads by Status
Leads by Source
Lead
Contact
Status
Probability
Value
Follow-up
Quality
Actions
Reports / Analytics
Company performance, contact performance, jobs, payroll pressure, payment history, and cleanup trends from saved portal data.
Revenue Logged$0
Jobs Scheduled0
Jobs Completed0
Employee Count0
Total Team Hours0
Payroll Cost$0
Estimated Profit$0
Contacts0
Companies by Status
Top Companies by Revenue
Top Contacts by Revenue
Top Contacts by Jobs
Team Directory & Rates
Manage team members, worker types (W-2, 1099, Owner), contact info, and pay rates.
Name
Type
Phone
Email
Hourly Rate
Status
Actions
Overhead Settings
Use these percentages to estimate W-2 payroll costs like employer taxes, insurance, workers comp, and admin burden. W-2 burden applies only to W-2 employees, not 1099 contractors or owners.
Employee Payroll Breakdown
Click an employee row to edit their base rate and individual overhead overrides.
Employee
Hours
Rate
Base Pay
Employer Taxes
Insurance
Workers Comp
Admin/Other
Total Burden
Action
Jobsite / Project Summary
See which projects are using the most hours and estimated payroll cost.
Location / Jobsite
Hours
Base Pay
Payroll Burden
Total W-2 Cost
Jobs / Jobsites / Projects
Manager-approved jobsites are the source of truth for employee time entries, companies, contacts, payments, files, tasks, and notes.
Job
Company
Primary Contact
Location
Status
Priority
Hours
Payments
Quality
Actions
Job / Project Workspace
Quoted/fixed and hourly jobs use the same linked company/contact/job records.
Quoted / Fixed Jobs0
Hourly Jobs0
Approaching Budget0
Over Budget0
Budget / Time Risk
Jobs by Type
Job
Company
Type
Quoted Hrs
Actual Hrs
Variance
Quoted $
Payments
Labor Est.
Risk
Payments & Invoices for This Job
Job-level view of the same invoice, AR, payment, and allocation ledger used by Revenue, Invoices & Payments.
Date
Company
Contact
Job
Status
Amount
Type
Notes
Actions
Accounts Receivable
Invoices sent but not paid. QuickBooks remains the final accounting source when connected; this internal AR view helps Jarvis spot payment risk.
Total AR Balance$0.00
Current AR$0.00
Overdue AR$0.00
Open Invoices0
AR Aging
Open Balance by Company
Paid vs Unpaid Invoices
Payment Timing Flags
Invoice
Company
Job
Status
Sent
Due
Balance
Days
Aging
Follow-up
Actions
Company Calendar
Visual operations calendar for W.I.P Services. Schedule projects, assign crews, and notify assigned employees. You can save partial records and connect company/contact/job details later.
Employee emails are pulled from Team Directory.
Google Calendar Event:Not connected
Notifications:Not sent
Date
Time
Company / Contact / Job / Address
Project
Contact
Crew Lead
Type
Crew
Assigned
Status
Priority
Notify
Google
Quality
Notes
Actions
Company Calendar View
The W.I.P Portal schedule is the company operations source of truth. Google Calendar is the reminder/invite layer when credentials are configured.
Scheduled Events0
Missing Job Links0
Google SyncScaffold
Notifications Sent0
Current ViewWeek
Events by Week
Events by Status
Revenue, Invoices & Payments
Manager ledger for invoices, AR, payments received, payment allocations, materials, and profit estimates. Job and CRM money totals read from this same ledger.
Tracked Records0
Total Tracked$0.00
Missing Links0
SourceCRM-linked
Revenue by Month
Payment / Invoice Sources
Date
Company
Contact
Job / Location
Status
Amount
Balance
Notes
Action
Owner Pay / Draws, 1099 Pay & Money Out
Track owner draws, owner labor pay, 1099 contractor pay, reimbursements, business expenses, distributions, and other money out.
Revenue$0.00
W-2 Payroll$0.00
W-2 Payroll Burden$0.00
1099 Contractor Pay$0.00
Owner Draws$0.00
Owner Labor Pay$0.00
Other Money Out$0.00
Estimated Profit$0.00
Net After Draws & Expenses$0.00
Date
Category
Amount
Vendor
Description
Method
Ref #
Notes
Actions
Manager To-Do List
Track tasks, follow-ups, and action items.
Task
Due Date
Priority
Status
Notes
Actions
Files & Important Documents
Store and manage file records and links for W-2/I-9 documents, insurance, licenses, contracts, scopes, job files, and employee-visible documents.
Title
File
Type
Category
Jobsite
Visible
Notes
Actions
Email / Outreach
Zoho setup scaffold
Zoho Mail integration placeholder for Sean@WIPServicesLLC.com. No password or OAuth secret is stored in frontend code, and sending must require manager approval.
StatusSetup
Send ModeApproval
Templates0
Draft Queue0
Email Template Categories
Outreach Queue
Template / Queue Item
Goal
Approval
Status
Social Media Manager
Approval required
Content planning workspace for construction cleaning, labor support, remodel support, luxury builds, builder trust, and local Utah jobsite readiness. No auto-posting is enabled.
Draft Posts0
Platforms0
Cadence2/day
API StatusNot connected
Drafts by Platform
Campaign Categories
Platform
Campaign
Hook
CTA
A/B Test
Status
All Time Entries
Date
Employee
Location
Type
Hours
Rate
Base Pay
Payroll Burden
Total W-2 Cost
Notes
Actions
Data Cleanup0 issues
Preserve old free-text records while managers connect them to companies, contacts, and approved jobs.
Contacts Missing Company Link
Contact
Legacy company text
Current status
Connect company
Calendar Scheduled Work Missing Job Connection
Legacy scheduled work
Date
Current text
Suggested job
Connect
Jobs Missing Company / Primary Contact
Job
Location
Status
Connect company
Duplicate / Similar Companies / Contacts / Jobsites
Possible duplicate group
Client
Locations
Actions
Unmatched Time Entries
Legacy location text
Employee
Date
Hours
Suggested job
Connect
Job Location Requests
Requested job/location
Employee
Date
Hours attempted
Status
Actions
Unmatched Payment History
Record
Amount
Current company/contact/job
Suggested match
Connect
Money Records Needing Link
Source
Date
Amount
Status
Old text
Missing
Suggested match
Current links
Connect
Edit Contact
Connect Money Record
Authorization Required
Enter the payroll authorization password to save pay, rate, or overhead changes.
Edit Time Entry
Edit Employee Pay & Overhead
Leave override fields blank to use global overhead settings.
Add Company / Account
Confirm Delete
Enter the manager password (WIPMANAGER) to confirm this delete action.
Edit Team Member
Upload Company Spreadsheet
Upload a CSV or XLSX file exported from Google Sheets, Excel, or similar. Columns will be auto-matched to company/account fields.
CSV files do not preserve row colors. Choose a default status to apply to all imported rows, or leave as Cold Lead.
XLSX color detection enabled. Row background colors will set client status: green = Active Client, orange/yellow = Warm Lead, red = Cold Lead.
Column Mapping Preview
Spreadsheet Column
Maps To
Sample Data
0 rows found. Review the mapping above, then click Import.
W.I.P Services
Social Media Manager
Approval requiredContent planning workspace for construction cleaning, labor support, remodel support, luxury builds, builder trust, and local Utah jobsite readiness. No auto-posting is enabled.
Drafts by Platform
Campaign Categories