Dashboard
Financial overview — coming next session
Your existing dashboard will live here
In session 2 we'll port your current financial dashboard into this tab and connect it to the database so you can upload monthly figures without touching code.
Pending Items
Big-picture tracker — coming in session 3
Open items, assignments, status
Track everything outstanding — title, owner, due date, priority, status. The shared workspace everyone on the team can see and update.
Meetings
Agenda builder + history — coming in session 3
Agendas, checkable items, archived notes
Build an agenda before the meeting, check items off during, auto-archive with notes after.
Notes
Searchable company notes — coming in session 4
Freeform, tagged, searchable
Capture thoughts, decisions, observations. Tag them. Find them later.
Files
Documents + photos — coming in session 4
Contracts, insurance, receipts, site photos
Upload, categorize, find. Everything your business needs in one place.
People
Users and roles — coming in session 4
Who has access, what role they have
Invite team members, assign roles (Owner, Admin, Member), remove access when needed.