Overview
The whole board at a glance. Click a number or a chart to jump to the detail behind it.
Hours by site
Hours clocked against allowance; the tick marks the allowance. Click a site to open it.
Weekly hours
Hours clocked each week. The tick marks that week’s total allowance. Click a week to open it.
Margin by contract
Supplies by month
What we ordered each month. Click a month to open it in Supplies.
Reports
Open entries by type, straight from Connecteam. NEW marks reports that came in during the last 3 days. Click one to open it.
Actual vs. allowance — by site
The tick marks each site\u2019s allowance and the fill is the hours clocked, overtime hours included. A bar that stops short of the tick is under its allowance; a bar that runs past it is over.
Employee detail, from the Connecteam timeclock export
| Employee | Worked | Holiday/PTO | Total paid | Scheduled | Variance |
|---|
Enter / update actual hours manuallyOptional. Hours already come from Connecteam automatically.
Actual hours entry
Format: Location name, hours worked — one per line. Names must match a site below exactly; unmatched lines are flagged, not dropped.
Flagged activity
Hours logged this week outside the standard site list.
Monthly comparison
Each week counts toward the month its Saturday falls in, the same way the WE dates are named. Pick months to compare and switch between month totals, weekly averages and share of allowance.
Month by month
Every month on record. Click a bar to add or remove it from the comparison below.
Allowance versus actual
Compare months side by side
Weekly hours, week by week
Hover or tap a bar for the exact week.
Sites by month
Click a site to focus the whole tab on it.
Data table, all months
| Month | Data source | Weeks counted | Total hours | Weekly average | Weekly allowance | % of allowance | Weekly average vs previous |
|---|
Operational Reports
Complaints, incidents, missing items, and broken items. Add entries below as they come in.
| Date | Location | Reported by | Description | Status |
|---|
Add complaint
Archive — previous weeks
Every completed week except the one currently active. Click a week to open its full site breakdown.
Employee Ratings
Combines logged inspection scores (1–5 stars) with a complaint severity tally.
Effective rating = inspection average, reduced by complaint severity (each Level-1 complaint −0.1, Level-2 −0.3, Level-3 −0.6, floored at 0). Complaint score starts at 0 and only rises as complaints are logged and tagged to an employee.
Log an inspection
Record the result of a site walkthrough or supervisor review.
Contract square footage
From the Contract Square Footage sheet. Edit any figure here and it saves for everyone. Leave a site blank when the footage is not on file. Add-on services (extra work in space we already clean for the landlord) have no footage of their own and are marked as such.
Square feet by contract
Click a bar to jump to that contract and edit its figure.
| Contract | Square feet | Weekly allowance | Sq ft per allowed hour | Actual hours | Sq ft per actual hour |
|---|
Contract Builder
Price a new contract before you bid. Enter the square feet, how many people work in the space and the production rate. The density guide suggests a rate for you, and the crew cost and supplies come from your own payroll and supply orders.
The space
The work
The price
| Step | Amount | How it is worked out |
|---|
Supplies Calculator
What this space would use each month, from what the sites we clean really order.
Item listEvery supply, how much a month and what it costs.
| Item | Unit | Per month | Price | Cost a month |
|---|
Density guide
The more people in a space, the slower the cleaning (more desks, more trash, more restrooms). These are starting points. Change a number and it saves for everyone. Check them against the table below.
| Density | People per 1,000 sq ft, up to | Production rate (sq ft per labor hour) |
|---|
Compared with our current contracts
Sq ft per hour is each contract's square feet divided by its weekly allowance, scaled to the cleanings per week above. The charge is from the Master Sheet.
| Contract | Square feet | Weekly allowance | Sq ft per labor hour | Charge a month | Per 1,000 sq ft |
|---|
Saved estimates
| Name | Square feet | People | Price a month | Margin |
|---|
Service Book
Each customer's billing history: what we charge per month, when it changed and why. Open a customer to see every change.
Supplies
What we spent on supplies, by supplier. An order counts in the month it was ordered, even if it shipped or was invoiced later, and a backorder stays in the month of its original order. Each company we buy from gets its own column.
Spend by month
Click a month to filter everything on this page. Click it again to clear.
Spend by ship address
Click an address to filter. Hover for the order count.
Top items by spend
Click an item to find it in the item list below.
Every month, by supplier
Supplies ordered each month, with one column for each company we order from. Add another supplier and its column appears.
By ship address
Each order sits under the Ship Street Address shown on the supplier’s order history or receipt (RMAC and Staples). To move an order, pick another ship address in the order list below. The tag says whether the address is a contract on the Master Sheet.
| Ship address | Supplier | Orders | Supplies | Equipment | Total |
|---|
What was bought
Supplies by location
Every supply bought for each ship address: name, quantity and amount, for the month, supplier and ship address chosen above. Equipment is left out unless you tick the box. Tap an address to open or close its items.
| Ship address | Item | Qty | Unit | Avg price | Amount |
|---|
How much supply a floor area needs
Built from what each ship address actually ordered, divided by its square feet and by the months loaded. Equipment and the unexplained $25.00 charges are left out. Enter square feet for any address that has none and it joins the estimate.
| Ship address | Square feet | Where it comes from | Supplies | Per month | Per 1,000 sq ft a month | In the estimate |
|---|
| Item | Unit | Qty needed | Order (whole units) | Price | Est. cost |
|---|
Orders
One row for each shipment. Open Items to see every product and its price.
| Ordered | Order | Supplier | Ship address | Amount | Still owed |
|---|
Price listEvery product bought in this view, with the price paid and any price change.
| Supplier | Product # | Item | Unit | Qty | Price | Price history | Spend |
|---|
Checks on the screenshotsWhich screenshots were loaded, left out or counted once, and what to confirm.
Billing versus payroll
For each contract, for the month: what we billed, what the crew cost us, and the profit. Payroll is paid weekly and billing is monthly, so each month adds up the pay weeks paid in it (by pay date) and compares that with the monthly charge.
Each contract
Billed is the contract's monthly charge. Crew pay + taxes is the weekly payroll added up for the month, plus the payroll taxes the company pays on it. Profit is billed minus crew pay + taxes. Employees who no longer work here are listed under the contract they were paid on, with what they were actually paid in the pay weeks loaded. Type the number of each month’s invoice in the last column once it goes out; it is saved for that contract and month.
| Contract | Billed | Crew pay + taxes | Profit | Margin | Invoice # |
|---|
Details by contractWages, employer taxes, the margin the Master Sheet planned, clocked hours and cost per hour.
Plan is the margin the Master Sheet expected: its monthly profit as a share of its monthly charge. Hours are clocked hours from Connecteam for the same pay weeks.
Every payroll line in the fileThe pay weeks loaded for this month, exactly as printed in the payroll file, so the totals can be checked.
| Payroll line | What it is | Wages | Employer taxes | Total |
|---|
Monthly forecast
What a month should bring in and cost, worked out from the hours scheduled in Connecteam. Weeks already worked use the hours clocked (or the payroll actually paid), the weeks scheduled in Connecteam use the scheduled hours, and any week not scheduled yet repeats the latest schedule. Each contract’s hours are priced at what its crew has actually cost per hour so far.
Each contract
Billed is the monthly charge from the Master Sheet. Hours are all the weeks of the month added up. Cost per hour is what the contract’s crew pay + payroll taxes came to per clocked hour in the payroll weeks loaded.
| Contract | Billed | Hours | Cost / hr | Crew pay + taxes | Profit | Margin | Plan |
|---|
Week by week
Payroll is paid on the Friday after each work week, and a month holds the pay weeks paid in it. The tag says where each week’s hours come from.
| Work week | Paid | Hours come from | Hours | Crew pay + taxes |
|---|
Scheduled hours vs. allowance
The latest week scheduled in Connecteam, against each site’s weekly allowance.
| Site | Allowance | Scheduled | Difference |
|---|
Monthly invoices
One invoice per contract each month. Pick the month, then type the invoice number next to the contract once the invoice goes out. It saves when you leave the box, and it also shows in Billing vs payroll.
| Contract | Monthly charge | Invoice # |
|---|
Invoice log
Every invoice number entered so far, newest month first.
| Month | Contract | Invoice # |
|---|
Contract square footage & profit
Shown as it appears in the Contract Square Footage & Profit Master Sheet V2.
Where each monthly charge goes
Each bar is a contract's monthly charge, split into the profit in the sheet and the rest, which is the charge minus that profit.
Master sheet
| Contract Name | Total Square Footage | Total Monthly Profit | Markup | Monthly Charge |
|---|
Allowance thresholds
Edit any site's weekly hours allowance — updates apply to every week.