Secure staff access
Role-based operations for staff, supervisors, and admins.
Staff complete assigned field work. Supervisors review checklists and manage client requests. Admins create jobs, manage templates, review all staff/supervisor activity, and control client-visible publishing.
Operations dashboard
Staff Portal
Role-specific access is enforced by the portal and Supabase policies.
Assigned / active
Upcoming jobs
Role summary
Access level
Client submitted
Open service requests
Admin only
Create or assign service job
Admins create jobs, assign staff/supervisors, select checklist templates, and decide whether a scheduled job should appear in the Client Portal.
Operations
Jobs list
Clock in
Start job shift
Employee completion
Submit checklist
Supervisor / admin
Review submitted checklists
Supervisors review jobs assigned to them. Admins can review all submitted checklists. Publishing here makes the completed work visible to the client.
Client Portal sync
Manage client service requests
Clients submit requests in the Client Portal. Supervisors/admins manage them here and mark each request as open, pending, resolved, or closed. The client sees the status and management response.
Admin only
Review supervisor and staff activity
This replaces admin clock-in/checklist use. Admins review submitted shifts, photos, signatures, issues, completion percentages, and supervisor approval status for staff and supervisors.
Admin only SOPs
Create checklist template
Active templates
Checklist library
Client Portal mirror
Client-visible work summary preview
This view reads from client_portal_work_summary. These are the records the Client Portal can show when the client has active portal access.