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Hollend Hub workload, accounts payable, and OECM compliance indicators.
Software sales, recurring revenue, and receivables at a glance.
Not Invoiced Staging Area
Weekly Follow-up list| Vendor Name | Vendor PO# | Inv# / Date | Amount | Project H# | Client Invoiced? | Action |
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Project Tracker
| H# | Client & Project | Quote ID / Value | Win Status | Delivery & Install | Client Invoice | Actions |
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Accounts Payable Staging (Vendor Bills)
| Vendor | PO# | Inv# / Date | Amount | Project H# | Client Invoiced? | Status | Actions |
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Accounts Receivable Staging (Client Invoices)
| Project H# | Client Name | Invoice Number | Invoice Date | Quote Value | QBO Invoice ID | Status | Action |
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OECM Spend & Second Stage Report Generator
TDSB Shipping Splitter
TDSB purchase orders combine shipping. Split them into product and shipping lines for OECM Spend Reports.
OECM Compliance Audit
Automatically validates client discounts against the OECM Minimum Agreement (MA) discounts (e.g. 41% for Global).
Spend Report Details
Install Tracker & GPS Sync
| Installer | Date | Install Bill Invoice# | Vendor PO# | Deduction / Amount ($) | Reason / Notes | GPS Check-In | QuickBooks Status | Action |
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Recurring Revenue
-| Plan | Subscriptions | Seats | MRR |
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Subscriptions & Seats
0| Customer | Plan | Seats | Monthly | Status | Renews |
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Software Sales Pipeline
0| Reference | Client | Engagement | Value | Stage | Opened |
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Invoices & A/R Aging
-| Bucket | Invoices | Balance |
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| Invoice | Customer | Issued | Due | Balance | Bucket |
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Support & Communications
Lead Inbox
0| Received | Name | Interest | Message |
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Google Workspace
-Upcoming Calendar Events
New Event| When | Event | Attendees |
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Recent Drive Files
Compose EmailEmail signature
Appended below a -- separator on every message sent from here.
Basic formatting only; scripts and styles are stripped when it is saved.
| Name | Type | Modified |
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Search Performance
-| Query | Clicks | Impressions | CTR | Position |
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Health & Compliance
-Core Web Vitals
-Keyword & Indexing Tracker
0| Keyword | Target URL | Position | Clicks | Impressions | Indexing |
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URL Inspection & Sitemap
Passkey & Security
A passkey signs you in with the fingerprint, face or screen lock you already use on a device. Password sign-in keeps working, so revoking one never locks you out.
| Device | Added | Last used | Actions |
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System Diagnostics
| Inbound Webhooks | ||
|---|---|---|
| Endpoint | Status | Secret |
sync_alt QuickBooks Online Integration
mail Google Workspace Integration (Gmail)
cloud_done Microsoft 365 Integration (SSO)
accessibility_new Accessibility Settings
OECM Manufacturer Rates (Minimum Agreement Discounts)
| Manufacturer | MA% Rate |
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