Good morning, Leslie.
Here's your business at a glance.
- Review new beta applications and approve/denyDaily
- Check beta codes panel — assign codes to approved applicantsDaily
- Review any new Care Discovery inquiries and follow upDaily
- Plan this week's content across YouTube, Facebook & LinkedInWeekly
- Send monthly update to your email listMonthly
Beta Applications
Review who wants in. Approve the right mix — different levels, different products, real businesses.
Beta Codes
30 codes across all three products. Green = available to give out. Red = already used. Give ONE code per approved beta tester.
All Clients
Every client across all products — JoMar, Care, and ClarityCommand.
| Client | Program | Product | Type | Added | Notes |
|---|---|---|---|---|---|
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Email List
Everyone who has signed up across all your products. Use this to send campaigns, updates, and newsletters.
Content Planner
Plan and write your posts here — then post to all your channels through Buffer. One place to think, everywhere to publish.
JoMar Business Solutions
Credit & financial strategy clients from the JoMar portal.
| Client | Program | Type | Days Left | Signed Up |
|---|---|---|---|---|
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ClarityCommand Care
Assisted living facility clients from the Care portal.
| Client | Plan | Type | Days Left | Signed Up |
|---|---|---|---|---|
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CC Subscriptions
Paid subscribers across all ClarityCommand products.
Classes & Videos
Workshops, courses, and your content funnel — all driving traffic back to your products.
Sessions & Schedule
All booked sessions across JoMar and ClarityCommand.
Revenue Overview
All income streams in one view.
Community Wins
Credit clients sharing their wins — dispute removals, score jumps, approvals.
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Referrals
Clients who have referred others to JoMar programs.
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Fleet Records
All wash records logged by your crew across all customers.
| Customer | Date | Service | Total | Entered By |
|---|---|---|---|---|
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Care Activity
Activity across all Care facilities — residents, leads, incidents, and staff.
| Facility | Residents | Leads | Staff | Plan | Trial Ends | |
|---|---|---|---|---|---|---|
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Today's View
Everything that needs your attention right now.
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Dispute Tracker
All disputes in progress across your credit clients.
| Client | Creditor | Bureau | Type | Status | Sent |
|---|---|---|---|---|---|
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Score History
Credit score progress across all JoMar Portal clients.
| Client | Starting | Current | Change | Entries | Last Updated |
|---|---|---|---|---|---|
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Session Bookings
Leslie's 1-on-1 sessions with clients across all programs.
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Client Notes
Your private notes on clients — call logs, follow-ups, context. Saved to Firestore.
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Service Operations
Jobs, bids, invoices, and field activity across all Service clients.
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Customer Health
See who is active, who is ghosting, and who needs a follow-up before their trial ends.
| Client | Product | Trial Ends | Days Left | Status | Notes |
|---|---|---|---|---|---|
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Add personal notes on any client — follow-up reminders, call notes, context.
Trial Alerts
Clients whose trials are expiring soon. Reach out before they leave.
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Stripe Log
Recent payments, failed charges, and cancellations.
and cancellation will appear here automatically.
Email Broadcast
Send a message to a group of clients directly from here.
Select a group above and click Preview Recipients.
Profit & Loss
Track income, expenses, net profit, and your estimated tax liability — all in one place.
Download your bank statement as a CSV from Zoho Books or your bank. Upload it here to read and categorize transactions before importing them into your P&L.
| Date | Stream | Description | Amount | Set Aside Tax | |
|---|---|---|---|---|---|
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| Date | Category | Description | Amount | |
|---|---|---|---|---|
| No expense entries yet. | ||||
Job Cost Calculator
Calculate your true profit on every engagement — including what you actually keep after taxes.
| Job | Type | Revenue | Costs | Net Profit | Est. Tax | Take-Home | Margin | $/hr | |
|---|---|---|---|---|---|---|---|---|---|
| No jobs saved yet. | |||||||||
Client Demographics
Who is doing business with you — by type, program, and product. Know your audience so you can serve them better.
Speaking Engagements
Track every event, speaking fee, costs, and what you actually keep after taxes.
| Date | Event | Organization | Topic | Fee | Costs | Net | Take-Home | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| No speaking engagements logged yet. | |||||||||
HQ Settings
Your command center preferences and social channel links.
Add your profile URLs here. They'll appear as quick links in the Content Planner so you can open each channel directly.
Service Clients
All ClarityCommand Service beta testers and registered businesses.
| Business | Industry | Tier | Type | Days Left | Signed Up | ||
|---|---|---|---|---|---|---|---|
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Care Custom Inquiries
Facility operators who submitted the custom app discovery questionnaire. Review, then schedule a discovery call.