Help

Hub is where the Heroes team communicates day-to-day — like Slack or Teams, but built into Lynxedo and connected to the rest of your tools. Everything in Hub stays inside the company.

Hub has three main areas: Rooms (group conversations), DMs (one-on-one messages), and Boards (shared task lists). Everything assigned to you across boards is gathered under My Tasks.

The Home screen is what you see when you open Hub for the first time each day. It shows the date, your greeting, the active company announcements and shout outs, and your most-used rooms — so you can get oriented before diving into a conversation.

My Time Clock card — if you have timesheet access and an employee record, a clock-in card appears near the top of Home. Tap Clock In to start your shift (Lynxedo just records the time — no location prompt). Once you're clocked in the card shows the time you started and how long you've been on the clock; tap Clock Out when you finish. The card mirrors what the Timesheet page does, just one tap from the landing screen so you don't have to navigate every morning.

Resume where you left off — when you close and reopen Hub within 14 hours, you'll land on the last room or DM you were viewing instead of always going back to the General room. Tap a push notification and you still jump straight to that message.

Auto-return to Home after long gaps — if it's been more than 14 hours since you last opened Hub, the next time you open it you'll land on Home instead. The idea: after an overnight gap you probably want to see the announcements and clock in first, not jump straight into whatever room you closed yesterday.

Amber can now do some work on her own, without anyone asking her first. Each time, she prepares the work, and it waits at the top of the Amber screen for an approver: the Amber row in the Hub sidebar, just below My Tasks, which shows a blue “to approve” count when something is waiting. Approvers also get a notification when something new is waiting.

Each card shows what she wants to do, why, and exactly what will happen: who it goes to and the exact words. When you tap Approve, Hub checks the details again first. If something changed while it waited (say the customer opted out of texts), nothing runs, and the card updates so you can look again. You have three choices:

• Approve: it runs right away. A customer text she sends on her own goes back to the Txt Queue, unassigned, so the reply reaches the team.
• Edit: reword the message, then approve your version. You can change the words, never who it goes to.
• Reject: nothing happens. Add a short note on why if you like.

Anything nobody decides on within 3 days expires, and nothing is done. Amber's own Hub posts go to public rooms only. Show recent decisions lists what was approved, edited, rejected or run automatically, and by whom.

The morning summary. On the days and time you choose (Heroes: 8:10 AM, Monday to Friday), Amber posts a short summary of the day in the room you pick: today's schedule, calls and voicemails since yesterday afternoon (on Monday, since Friday afternoon, so the weekend's voicemails are covered), texts and team-mailbox emails waiting on a reply from the last week (automated receipts and notices are left out), and new leads nobody has contacted yet. Anything she thinks should be done about it (a callback task, a first text to a new lead) goes into this approval queue. Her tasks go on a board she has been added to (Heroes: the private Amber Tasks board, shared with Ben and Kathryn). On her own, she can only add tasks to shared boards and to private boards she is a member of, so adding her to a board is how you give her a place to put tasks. She never acts on it herself unless that action is set to Automatic. If the server is down at that time, she skips the day rather than posting late.

The first text to a new lead. When a lead arrives from Angi or from a Google Local Services message, Amber can text them the moment it lands, at any hour. Either she sends the canned text (“Hi Sam, this is Amber with Heroes Lawn Care — we just got your request…”), or she writes it herself: she reads what they asked for and sends one short text about it, using her phone playbook and pricing rules. She can't book or look anything up while writing that first text, and it never carries a link, or a phone number or price that isn't written in her playbook or company knowledge (the $125 inspection is fine; a phone number she made up is not). If hers would, the canned text goes instead. For Google leads the same words also go inside the lead's own Google thread, which is what Google counts when it ranks how fast you respond. The thread then sits unassigned in the Txt Queue with the lead's write-up pinned to it. When they text back, Amber carries the conversation if Reply to texts is on, until someone claims the thread.

Gary is a second AI helper with a different job from Amber. Amber is the inside rep: she answers whoever contacts us. Gary is the outside rep: he goes back to people who asked about our services and didn't buy. That means leads in Closed Lost, Closed Other or Follow Up — Long Term on the Lead Tracker, and Jobber quotes that were archived or never answered. He sells irrigation, fertilization & weed control, aeration, drainage and mosquito. He never sells mowing or pet waste, and he signs every message “Gary, Heroes Lawn Care.”

What his emails look like. Short and friendly, written around what that person originally asked about, with one easy next step they can answer by replying. They go out from the team mailbox, signed “Gary, Heroes Lawn Care,” with an unsubscribe link and the company address at the bottom. Gary never puts in a link, a phone number that isn't ours, or a price that isn't a published fee; an email that does is thrown away instead of queued. Once sent, the email's Inbox thread is closed so it's out of everyone's way. If the customer replies, the thread reopens in the Inbox Queue like any new email, so answer it there. Anyone who unsubscribes is never emailed again by Gary, Drip or Email Marketing.

His texts. Gary texts only people we've texted before from Txt, and only into that same Txt thread, signed “- Gary, Heroes Lawn Care.” A text is short (under about 300 characters), with the same rules as his emails. Their reply lands in Txt like any other, and Amber stays out of it for 30 days, even if the thread had been archived.

Follow-ups. If someone hasn't replied, Gary can write again about a week after his first message, then a last time about three weeks after it, and then he stops. Each follow-up is shorter, gives a different reason rather than repeating the first, and goes the same way the first did: an email follow-up arrives as a reply in the same email thread, and a text follow-up goes into the same Txt thread. The last try says kindly that he won't keep writing. A reply, a “no thanks” or an opt-out ends the sequence at once, and every follow-up still waits for an approver.

When someone replies. Gary never answers a reply himself. When a customer writes back to his email or text, Gary posts “Gary needs a human” in Office Alerts, with what they said and a link to the thread. A plain “stop,” “unsubscribe” or “remove me” just takes them off his list (an email address also goes on the unsubscribe list); a “no thanks” or “not interested” is noted, and Gary never writes to them again. Neither of those needs a person, so there's no alert.

How he picks the channel. Email by default, from the team mailbox. A text only if we've texted that person before from Txt and they aren't marked Do Not Text. Never an email to anyone who unsubscribed or bounced. Someone with only a phone number goes on a call list for a person. Gary never makes phone calls.

Who he leaves alone. Anyone already a customer for that service, or who bought it later; anyone whose quote went out less than 30 days ago; anyone in a Drip campaign or texting with Amber right now; and anyone we texted, called or emailed with recently (30 days to start). Every skipped person shows the reason.

Prospects (commercial). Gary also finds new commercial prospects in your area, from free sources only. HOAs come from the State of Texas HOA list: every association has to file a “management certificate” with the state, and Gary reads each one to see who manages it (company, person, phone, email). Apartment complexes come from Gary searching the web, one city at a time. There's no free official list, so each one links to the page he found it on; check before you rely on it. Property managers are the companies behind both, listed by how many places they manage here. One management company can mean many properties. Anything that matches a current customer is marked.

Cold emails to property managers. Gary can write one short introduction email to each manager contact he found, naming the places they run near us, with one easy ask (like a free walk-through). They go out from the team mailbox like everything else, signed “Gary, Heroes Lawn Care,” with an unsubscribe link and the company address, and each waits for an approver. To protect the team mailbox, they're kept to a handful a day (5 to start), each address gets one cold email only, and Gary watches what comes back. A bounce (“Undeliverable”) takes that address off his list. A reply like “this is spam” or “how did you get my email” counts as a complaint. One complaint, or two bounces in a week, pauses cold emails automatically and posts in Office Alerts. A person has to tap Resume to start them again. A real reply goes to “Gary needs a human,” the same as win-back.

Amber in the Hub sidebar — right below My Tasks, above Boards — for telling the AI receptionist something that's only true for today (or this week), without editing her knowledge base. Things like “we're booked today, don't book any more” or “Kathryn's off, send her calls to me.” Every note has an expiry and disappears on its own.

Hub is organized around a thin icon rail on the left edge of the screen (or as a bottom tab bar on phones). On a computer, a top bar runs across the screen above your tabs.

Top bar (desktop)

• 🔍 Search — click the bar in the middle (or press ⌘K / Ctrl+K from any tab) and start typing — results drop down right under it, over whatever you're doing, the way Slack's search does. Use ↑ ↓ and Enter to open one, Esc to close; whatever you open comes up in its own tab. It searches everything at once: Apps (any page you can open — type tracker or reports), rooms, people, Contacts (customers by name, phone, or email — tap one to open their customer page), and messages — type any keyword to search across every room and DM you're in — results show who said it, where, and when, with your keyword highlighted. Tap a result and it opens that conversation scrolled right to that message, which flashes briefly so you can spot it (it even loads older history if the message is far back). If the match was a thread reply, the thread opens to it. On a phone, the Search everything bar at the top of the Apps drawer opens the same search.
• + New — start something from anywhere: a new message, text, lead, contact or quote. It opens the right app in a tab with the form already open.
• 🔔 Notifications — your @mentions and thread replies; the red badge is how many are waiting. Click to slide in the list (last 30 days).

Desktop rail — fixed icons

• 🕐 Clock — opens the Time Clock modal. A small green dot appears on the icon when you're punched in.
• 💬 Hub — team conversations. Sidebar lists My Time Clock · Daily Log · Unread · Favorites · Rooms · DMs · My Tasks · Boards. On the Servanto Starter plan this icon is called Chat, and its sidebar shows Unread, Favorites, Rooms and DMs only (no Time Clock, Daily Log, My Tasks or Boards).
• 📱 Txt — customer text conversations.
• 📞 Dialer — on a computer, opens a small pop-up phone over whatever you're doing: type a number and press Call. Every Call button in the Hub (a customer file, the Lead Tracker, a Txt thread, Work Orders) opens it with the number already filled in, so you never leave the screen you were on. Open full Dialer in it takes you to history, voicemail and the rest. A call in progress stays in the call bar at the top of every tab.
• Then your own favourites (see "My Hub" below) — as many as fit.
• ☰ Menu — every app, grouped: Communicate, Customers & Sales, Field Ops, Marketing, Insights, Company, and Settings & Admin, each with a line on what it's for. On rail marks the ones already on your rail, and a dot means it's open in a tab right now. Edit under it customizes the rail.
• ⚙️ Settings — your profile, notifications, browser extension, and My Hub.
• 🛡️ Admin — only visible if you have admin access.
• 👤 You (at the bottom) — your avatar with status dot. Opens the profile sidebar where you set Available / Busy / DND, change text size, and sign out.

Keyboard shortcuts

• ⌘K Search · ⌘1…⌘9 jump to your tabs by position (use Ctrl on Windows). With no tab in that spot, ⌘1 Time Clock · ⌘2 Hub · ⌘3 Txt · ⌘4 Activity still work.

Mobile bottom bar

The same bar for everyone, always within thumb reach: Hub · Work Orders · Txt · Dialer · Clock · Apps. If you don't have access to Work Orders, Txt, or the Dialer, that icon simply isn't there. Tap Apps to see your full app list plus Search, Activity, Settings, Admin if you have it, Help, and your profile. A floating + button in the bottom-right opens the quick compose / search palette.

My Hub — pick your own rail icons

In Settings → My Hub, customize your own app list — add, remove, and reorder any page (Daily Log, Tracker, Routing, Fleet, Lawn Sizer, Call Log, Time Records for admins, Files, Company News, and more), or add a custom URL of your own. Hub, Txt, Dialer, and Time Clock always lead the list; everything after that is yours. The desktop rail shows as many as fit, and the rest live one tap away under Apps. On a phone this list is your Apps drawer — the bottom bar itself is fixed.

Hub sidebar contents

• My Time Clock — backup access to the clock-in modal (same as the rail icon).
• Daily Log — jump to today's entry.
• Unread — rooms or DMs with new messages, surfaced at the top. Disappears when you're caught up.
• Favorites — your pinned rooms, DMs, and tools.
• Rooms — group conversations you belong to.
• Direct Messages — one-on-ones. The colored dot is the other person's status: Available, Busy, DND, Offline.
• My Tasks — every open task assigned to you, pulled from all your boards into one list.
• Boards — your shared task lists.

Landing page

When you first sign in for the day — or after a long stretch (14+ hours) away from Hub — you land on the Home screen. It shows your Time Clock card up top, then announcements and shout outs, then a focused list of your unread DMs / rooms followed by recent @mentions. It's the "what do I care about right now" screen. There's no permanent way back to it from the rail — once you move on, the Activity bell and the Hub sidebar handle everything.

Rooms are group conversations — usually organized by team, topic, or job site (e.g. #crew-chat, #field-ops).

• Join a room — sidebar > + Browse rooms, then click Join on any room you want to be in.
• Leave a room — open the room, click the room name at the top, then Leave.
• Star a room — click the star icon next to a room in the sidebar to pin it to the top.
• See who's in the room — tap the people icon in the top-right of the room header to open a list of everyone in it.
• Jump to a date — as you scroll up, the day you're looking at stays pinned at the top of the room (or DM). Tap it — or any day line between messages — and pick Today, Yesterday, A week ago, A month ago, The very beginning, or any date on the calendar. It opens right at the first message that day; scroll down to keep reading forward, or tap Jump to latest to come back to now. Works the same on desktop and phone. Threads show a day line wherever replies cross into a new day.

Automated alerts land in their own room called Office Alerts, so the working office room stays for actual conversation. Four things post there: calls the AI receptionist takes, new Google Local Services (LSA) leads, new Angi leads, and new Jobber requests.

New Jobber requests (from your online request form, or entered in Jobber) also land on the Lead Tracker automatically, with the request title, address, and an Open in Jobber link in the lead's notes. No text goes to the customer. If that person already has an open lead, the request is added to that lead's notes instead of making a second card — and when Amber booked them herself a few minutes earlier, there's no second alert.

Each alert is one line, with the detail in a thread. The post itself is just who it was and how to reach them — for example 📇 Customer service call from Sonia Belvin ((832) 567-0670) — so the room reads as a scannable list of what came in. Tap 1 reply under it to read the rest: what they wanted, the service and address, urgency, and the link to go work it.

• 🔴 at the front means urgent — a complaint, or a call marked high urgency.
• 🔥 Soft commitment in the thread means the caller said yes to moving forward.
• Alerts don't send a push or a DM — the room post is the only notification, so keep the room where you'll see it.

DMs are private conversations between two people, or a small group.

DM with yourself. You also have a private DM with just you, labeled with your own name. Use it as a scratchpad — jot notes, paste links, or forward messages you want to keep handy. Nobody else can see it.

Your DM list keeps itself tidy automatically — and you can also tuck specific conversations out of the way yourself.

Auto-archive after 60 days

If you and another person haven't exchanged a message in 60 days, that DM quietly moves into your archived list. Nothing is deleted — every message and photo is still there. The conversation just stops cluttering your active list.

Archive a DM yourself

Right-click (or long-press on mobile) any DM in the sidebar and pick Archive conversation. It disappears from your active list immediately.

See archived DMs

At the bottom of the Direct Messages section in the sidebar, you'll see Show N archived. Click it to reveal a dimmed list of every archived DM. Each row has a small unarchive icon to bring it back to your active list.

Auto-unarchive when there's new activity

If someone sends a message to an archived DM, or if you start a new DM with that person, it automatically jumps back to your active list. You never have to think about whether archiving was the right call — new activity always wins.

On a computer, Hub works like a browser: opening a screen puts it in a tab across the top of the page, and you can keep up to 8 open at once. Flipping between them is instant and — this is the point — nothing loses its place. Your scroll position, the filters you set, the record you had open, even a half-typed message are all still there when you come back.

So you can leave a customer's text thread open next to the Lead Tracker, jump to Contacts to look something up, and come straight back without rebuilding anything.

Opening and closing

• Click an app in the left rail or the app drawer to open it as a tab. If it's already open, you jump to that tab instead of getting a second copy.
• Conversations open one tab each — three DMs means three tabs, like browser tabs.
• Close a tab with its ✕, or by middle-clicking it.
• Ctrl/⌘ + 1 through 8 jumps straight to that tab.
• Opening a 9th tab closes the one you haven't touched in the longest — you'll get a small notice when that happens.

Every room/channel and DM has a ⧉ pop-out button in its header. Tap it to float that conversation in its own always-on-top window — the same way the Dialer pops out. Keep it in the corner of your screen while you work in another part of Hub, or in another app entirely, and reply without switching back and forth. Close it and the conversation returns to the normal in-page view.

The pop-out is a trimmed view — the running messages plus a box to type a reply. Threads/replies, reactions, file uploads, and message actions stay on the full in-page conversation.

The colored dot next to each name tells everyone whether you're actually around. You can set Busy or Do Not Disturb manually; the rest is figured out automatically based on whether you're clocked in (techs) or active in Hub (office).

• Available — you're around. See below for how this is determined.
• Busy — around but minimizing interruptions. Manual only.
• Do Not Disturb — silences push notifications on your phone. @-mentions still come through. Manual only.
• Offline — you're not currently available. Automatic; clears as soon as you become active again.

How auto-presence works

• Field techs (hourly): your dot is green when you're clocked in and gray when you're clocked out. The dot flips the moment you punch in or out, no matter which device you use.
• Office (salary): your dot is green while you're using Hub — any click, tap or keypress counts, and so does being on a call. After 15 minutes with none of that it drops to gray; it flips back to green the moment you do something in Hub again. Reading without touching anything doesn't count.

Setting Busy or DND yourself always wins — they show no matter what the automatic state would have been. Clear them when you're done and the dot goes back to the automatic color.

Where you'll see the dot: replaces the 💬 next to each solo DM in your sidebar, and shows up next to the name at the top of the conversation when you're inside a DM. Both update live — when a teammate changes status or clocks in/out, every dot flips without a refresh.

The composer is the box at the bottom of every conversation. Tools live in a thin toolbar below the input — not crammed inside it — so what you've typed always reads cleanly.

Sending and writing

• Send — on desktop, press Enter. On phone or tablet, tap the blue send button (only shows up once you've started typing).
• New line — Shift+Enter on desktop. On mobile, plain Enter inserts a new line — sending takes a deliberate tap of the send button so you can't fire off a half-typed message by accident.
• Expand the box — small chevron just above the input (flush right). Tap it to grow the composer to about half the screen for drafting longer messages; tap again to shrink. Sending also auto-shrinks it. Every room or DM you open starts at the default small size.
• Drafts — if you start typing and switch to another room or DM before sending, your text is automatically saved. Come back to that conversation and it'll be waiting exactly where you left off. Drafts clear the moment you send.

Toolbar buttons (left to right, below the input)

• 📎 Attach — pick a file, photo, or video. You can also paste images from your clipboard or drag-and-drop a file straight onto the composer. While a file is uploading (videos can take a few seconds) an Uploading attachment… banner shows above the box and Send stays disabled until it finishes, so a large video can't be half-sent.
• Aa Format — wraps your selected text (or inserts markers for you to type between) in bold, italic, strike, code, or quote. See the Formatting section below for the full list of markers and keyboard shortcuts.
• 😀 Emoji — opens a full emoji picker with search, categories, recents, and skin tones.
• @ Mention — inserts @ and opens the name picker. Mentioned people get a push notification even if their notifications are set to Mentions only. You can also just type @ directly. When two teammates share a first name, picking one inserts their full name so only that person is pinged — and names with accents or apostrophes (José, O'Brien) match correctly.
• ⏰ Schedule — pick a future date/time. The button turns blue, the Send button turns yellow, and a banner shows when it'll go out. Click the ✕ on the banner to switch back to send-now. The popover also has a View scheduled messages link that opens a list of everything you have queued across all rooms and DMs — edit the body, reschedule the time, send right now, or delete.
• ▶ Send — sends the message. Hidden until you've started typing or attached something.

Typing emoji by name

Type : followed by a name and a list of matches pops up. :smile → 😄, :fire → 🔥, :thumbsup → 👍. Arrow keys to navigate the list, Enter or Tab to insert.

Attachments open inside Hub — no new browser tab.

• Photos — tap the thumbnail to open the full image in a dark lightbox. On desktop, use the ← / → buttons (or arrow keys) to flip between photos in the same message; Esc closes. On phone, swipe left/right to flip, pinch to zoom and drag to pan, and double-tap to zoom in/out. (Pinch works inside the iOS and Android apps too, not just the browser.)
• Videos — play right in the chat bubble with native controls (play, scrub, fullscreen, volume).
• Audio — voice memos and audio files (MP3, M4A, WAV, and more) play right in the chat bubble with a built-in player.
• PDFs — tap the 📄 card to open the document in the lightbox. Pinch to zoom (iOS + Android apps included) or use the − / + buttons at the bottom; the ⬇ button in the top-right downloads the file.
• Other files — documents, spreadsheets, HTML files, and the like show as a card; tap to download and open.

A room or DM opens at the newest messages. Just scroll up and older messages load automatically as you go — no "load more" button. Your place stays put while the older messages slot in above, so you can keep scrolling back through the whole conversation.

A few things you'll see around the edges of Hub:

• Loading — while a page is fetching, you see a centered spinner instead of a blank screen, so it's clear something is on its way.
• Something went wrong — if a page hits an error, you get a friendly screen with a short explanation and a Try again button (which reloads just that section) rather than a broken page. Most of the time a retry clears it.
• Not found — open a link to a room, DM, or page that doesn't exist (or that you don't have access to) and you get a clear "not found" screen with a link back to Hub, instead of a dead end.

Hub uses Slack-style markdown. The Aa toolbar button opens a small popover with one-tap formatters — or type the markers directly. Either way, your message displays formatted when it sends.

Markers

• *bold* → bold
• _italic_ → italic
• ~strike~ → strike
• `code` → code (inline)
• > quote at the start of a line → renders as a quoted line with a left border
• Bullet list — the bullet button in the Aa popover adds a • to the line. Press Enter to continue the list with a new bullet automatically; press Enter on an empty bullet to end the list (like Docs/Word).

Keyboard shortcuts (desktop)

• ⌘B / Ctrl+B — bold
• ⌘I / Ctrl+I — italic
• ⌘⇧X / Ctrl+Shift+X — strikethrough

If you have text selected when you tap a formatter (or hit a shortcut), it wraps the selection. With no selection, the markers are inserted and your cursor lands between them so you can type.

Markdown also works in thread replies and in forwarded message previews.

In DMs, a small grey label appears under your most recent message to show when the other person (or people) have seen it. Inspired by iMessage.

• 1-on-1 DM — shows Read when the other person has opened the conversation since you sent.
• Group DM — shows Read by Joe, then Read by Joe & Sarah, then Read by Joe, Sarah & 2 more, and finally Read by everyone once the whole group has caught up.
• The label only sits under the most recent message you sent — if they read it, it stays put; if you send another, the label moves to the new one once that one is read too.
• Updates live — the moment someone opens the DM, you see the label appear without refreshing. Works reliably on all devices including native iOS and Android apps.
• Rooms (channels) intentionally do not show read receipts. Slack-style — channels would be overwhelming and weird to track per-person.
• Bots (like @Guardian) are never counted as readers.

When someone in a room or DM is typing, you'll see a small “Name is typing…” line with animated dots at the bottom of the conversation, just above the box where you type. If two people are typing it shows both names; more than that shows “Several people are typing…”

It appears within a second of them typing and clears a few seconds after they stop. You never see your own typing.

Long-press a message on mobile, or right-click it on desktop, to see the actions menu (on desktop, hovering also shows a quick action bar):

• React — tap one of the three quick reactions (✅ 👍 👀), or hit the + button next to them to open the full emoji picker (search, categories, recents). On desktop, hover a message → the + button shows the same three quick picks. Anyone in the conversation can see and click the reaction.
• Copy text — copies the message text to your clipboard. On desktop, highlight part of a message first and right-click: Copy copies just what you highlighted (Ctrl/⌘+C still works too). Right-clicking a link or photo gives your browser's usual menu instead.
• Copy link — copies a direct link to that exact message. Paste it anywhere (a chat, a note); whoever opens it lands in the room or DM scrolled right to the message, which flashes so it's easy to spot. Often quicker than forwarding when you just want to point someone at something. Links to messages only open for people who are already members of that room or DM.
• Forward — send the message into another room or DM. Any photos or files on the original message come along with it.
• Save to Files — for photos. Saves the image into Hub Files where it's tagged and searchable.
• Add to Board — saves the message to one of your boards.
• Reply in thread — opens a side thread so the side conversation doesn't clutter the main room.
• Edit — only on messages you sent. Edited messages show an (edited) tag.
• Delete — only on your own messages (or any message if you're admin).

Threads keep side conversations from cluttering the main room. Opening Reply in thread on any message slides out a panel where replies live.

How you spot a thread — once a message has replies, a blue 1 reply / 4 replies link appears directly under it in the room. That link is the only sign a thread exists, so it shows to everyone in the room whether or not they've opened it. Tap it to open the thread.

Anyone in the room can read and reply to a thread. When someone replies in a thread you started or participated in, you get a notification.

Thread replies support the same toolbar as the main composer — 📎 attach photos and files, Aa format (bold/italic/strike/quote), 😀 insert emoji, and ⏰ schedule the reply for later. Attachment-only replies (no text) work too.

Reply actions — replies have the same actions as any message in the room. On desktop, hover a reply to reveal the action bar (react, forward, copy link, save a photo to Files, add to a board, and edit or delete your own); on phone, long-press a reply for the same menu. A reply's copy-link opens the thread and flashes that reply for whoever follows it. Edit and delete follow the usual rule — your own messages, and admins can delete any.

Reactions in threads — both the original message and every reply support the same emoji reactions as the main feed: the three quick picks (✅ 👍 👀) plus the full emoji picker (search, categories, recents). React on a thread message and everyone in the thread sees it update live, exactly like reacting in the room.

Resize or expand the thread pane — on desktop, hover over the left edge of the thread panel to reveal a drag handle. Drag left to widen it (up to about half the screen), drag right to narrow it. Or click the ⤢ expand icon in the thread header to fill the whole pane in one click — click it again to snap back. Your preferred width is saved automatically.

Boards are shared task lists. Each board holds tasks you can check off, assign, schedule, and discuss. Your boards — and the My Tasks view — live in the Hub sidebar.

On each task you can set:

• Priority — None / Low / Medium / High.
• Due date & time — pick a date and, optionally, a time of day (e.g. 8:00 AM). Overdue tasks turn red.
• Assignees — assign one or several people; tap names to add or remove them.
• Repeat — Daily, Weekly, Every 2 weeks, or Monthly. Completing a repeating task drops a “✅ Completed…” note on it and rolls it forward to the next date automatically (a weekly task due Jul 1 reappears due Jul 8).
• Notes & Files — open a task to comment (tag a teammate with @name) or attach a photo/document. The 💬 and 📎 chips on the card show the counts.

My Tasks — the My Tasks link in the sidebar gathers every open task assigned to you — plus everything on a board that's yours alone (a Personal board, or a Private board only you belong to, where every task is implicitly yours) — into one list, grouped Overdue / Today / Upcoming. Check tasks off right there. Use the Boards button to choose which boards feed your list — that's personal to you and doesn't affect anyone else's.

Deadline reminders — a task with a due date gets a heads-up on the morning it’s due, and a second message if it goes past its deadline. Guardian sends each one as a direct message, once per deadline — change the due date and it’ll remind you again for the new one.

🔔 Notify me — your own settings, per board

Every board has a 🔔 in its top-right corner. What you pick there is yours alone — it changes nothing for anyone else on the board, and there’s nothing an admin has to set up. Each of the four can be set to everything, only the tasks you’re on, or off:

• New tasks — someone adds a task. Starts on Every task, which is what boards did before.
• Replies — someone writes a note on a task. Starts Off; turn it on if you want to follow the conversation.
• Files — someone attaches a photo or document to a task. Starts Off.
• Due & overdue — the deadline reminders above. Starts on Assigned to me. Set it to Every task if you run the board and want to see everything slipping, not just your own.

“Tasks I’m on” means a task assigned to you, one you created, or one you’ve already replied to — so answering a note keeps you in that conversation.

Turn a message into a task — hover (or long-press on phone) any room, thread, or customer text message and choose Add to Board to drop it onto a board.

Every photo or file shared in a room or DM also lives in Hub Files. Open the Files page from the sidebar to browse, filter, and download.

• Filter by tag — tap any tag at the top of the Files page to narrow the view (e.g. before-after, social-media, damage).
• Tag an upload — when you upload directly to Files, you can pick one or more tags. You can also tag a file after the fact by clicking Edit on it.
• Save from a message — long-press any photo in a room → Save to Files → pick tags.

Two tickers appear at the top of Hub (in rooms and DMs):

• 📢 Announcements (blue) — company-wide updates the admin team wants everyone to see (policy changes, schedule notes, etc.).
• 🎉 Shout Outs (gold) — recognition for great work, customer compliments, milestones.

Hit ✕ to dismiss a ticker from your view — it stays hidden on that device until a new announcement of the same type is posted. Click the ticker text to open the full Company News page where everything is sorted by Active / Archived / Expired.

Automations send a message automatically when something happens — on a schedule, when a vehicle moves, when work is logged, on a clock punch, or when a customer texts. Each rule is a simple When → Notify → Message.

The assistant is an AI helper that lives in Hub. @mention it by whatever name your company gave it (set in Admin → AI → Assistant — if it shows as “Amber”, type @Amber) in any room, or talk to it in your one-on-one chat with it, and ask questions about Lynxedo or the business — it has context on your data and replies in-thread. @Guardian also works everywhere, regardless of the name you chose.

Guardian only takes part in chats it's actually a member of — a room where it's enabled, or your own one-on-one Guardian chat. It won't reply inside a regular direct message between two people, so @mentioning it there does nothing.

Examples (using “Amber” as the assistant's name): “@Amber how many visits do we have tomorrow?” · “@Amber who's clocked in right now?”

What the assistant can do for you follows your role:

• Everyone with assistant access — look things up: clients, jobs, visits, quotes, invoices, and questions about the company knowledge base.
• Managers and admins — everything above, plus making changes (scheduling and editing visits, marking visits complete, notes on clients/jobs) and live web search for current information. Web search has a daily company-wide cap (default 30 searches/day) so costs stay predictable.

Admins and Hub admins can see how long each person's status dot was Green / Available, Yellow / Busy, Red / Do Not Disturb or Offline. Open /admin/hub → Status Time, then pick Today, Yesterday, This week, Last 7 days, Last 30 days, or your own dates (Central time).

Hub checks everyone's dot once a minute, so totals are accurate to about a minute. Green is whatever the dot showed: an hourly person counts as Green only while clocked in, and anyone else while they've clicked, typed or been on a call in Hub within the last 15 minutes. Days before Oct 15, 2026 used the old rule (green for 2 hours after opening Hub or sending a chat message), so they read higher. Busy and Do Not Disturb count for as long as the person leaves them on, even after they go home.

Tracking started September 28, 2026. Nothing before that was recorded, so earlier dates show blank.

Chat Synx mirrors messages between Hub rooms and Slack channels, both directions, in real time. Anyone on Slack stays in the loop without needing a Hub account, and vice versa.

How it appears in Slack: a message you send in Hub shows up in the linked Slack channel wearing your name and profile picture — as far as anyone reading Slack is concerned, it looks like you typed it there. (Under the hood it's the @Chat Synx bot posting on your behalf, but you'd have to look closely to tell.)

How it appears in Hub: a message someone sends in the linked Slack channel shows up in the Hub room attributed to their Hub account — same name, same avatar, same as any other Hub message.

Threads cross over both directions. Reply in a Hub thread → it lands in the same Slack thread. Reply in a Slack thread → it lands in the same Hub thread.

Attachments cross over both directions, up to 25 MB per file. Drop an image or file in Slack → it appears in the Hub room. Attach a file to a Hub message → it appears in the linked Slack channel. Note: Slack file uploads always show as the @Chat Synx bot (not as you) — that's a Slack API limitation. The text portion of the message still wears your name and avatar, so the file ends up posted right under it.

Edits and deletes cross over both directions. Edit a Hub message → the Slack mirror updates. Edit in Slack → Hub updates. Delete in Hub → Slack message is removed; delete in Slack → the Hub message is removed.

Emoji reactions cross over both directions. React in Hub → the reaction appears in Slack (attributed to @Chat Synx — Slack's reactions API doesn't support per-user identities). React in Slack → it appears in Hub attributed to your Hub account. Custom Slack emoji (workspace-specific ones) don't cross over.

@mentions cross over both directions. Type @Joe in Hub → Slack shows a real ping for Joe (and his phone buzzes). Type @Joe in Slack → Hub shows a real mention and Joe gets a push notification. @room in Hub maps to @channel in Slack and vice versa. First-name matching depends on display names being unique within the company — if two people share a first name, add a last initial (e.g. Ben S) so the mention resolves to one person.

Setup is in two parts, both in /admin/hub → Chat Synx:

• People — one row per teammate. Maps a Slack user ID to a Hub user. Without this mapping, that person's Slack messages won't reach Hub (and outbound messages will use their Hub name and avatar instead of their Slack name/avatar).
• Channels — one row per Hub room ↔ Slack channel pair. Each side can only be in one bridge at a time. You must invite @Chat Synx to the Slack channel for events to reach us; type /invite @Chat Synx in the channel.

The Clients tab in the sidebar shows SMS conversations with customers, powered by Captivated. Replying here sends a real text from the company number.

Each conversation shows the client's name (matched to Jobber when possible), the conversation history, and unread badges.

Daily Log is a running log of operational notes for the day — who's on what crew, what went wrong, what got finished. Anyone can post.

Posts are organized by date. Scrolling back through old days is how you reconstruct what happened the week of a callback.

Update notifications — works like a DM or Room. When someone posts an update, the people who care about that entry get notified just like a chat message: a push notification on their phone/desktop, an orange unread dot on the Daily Log icon in the rail, and (on a desktop browser, if the sound toggle is on) the new-message chime. Tapping the push takes you straight to the Daily Log. Who gets notified: the assigned tech (and any secondary techs) always, anyone an admin adds to the always-notify list, and anyone who tapped Follow on the entry. The dot clears when you open Daily Log. Each person's mute / Do Not Disturb settings are respected, the same as for messages.

Follow — tap Follow on any entry to add yourself to its update notifications even if you're not the tech and aren't on the always-notify list. Tap again to stop.

Attaching files to updates: hit the 📎 paperclip button to the left of the text box to attach photos or files to any update. Multiple files per update are supported. Images and PDFs open in a built-in viewer right inside Hub — tap to open, zoom in and out, and Download — so they work on every device, including the iOS and Android apps; other file types show as a download card. Either the tech or the office can attach files, and attachment-only updates (no text required) are fine for when a photo says it all.

Route sheet: the PDF (or generated route sheet) attached to the top of an entry opens in that same built-in viewer on any device — tap it to read, zoom, or download. If a PDF ever can't preview, the viewer shows a Download button so you can always open it.

Two techs on one route: when creating an entry you can pick a primary tech plus one or more secondary techs (the second person riding the route). The entry shows up on every tech's My Day view, and either tech can post updates or mark it complete.

Two checkboxes — one for the tech, one for the office:

• Route Completed — the tech (primary or secondary) checks this when the route is done. The card turns green and a notification goes out from @Guardian to the users and rooms configured in Admin → Daily Log.
• Closed — the office checks this once they've reviewed the day's updates and handled anything that needed handling. The card dims so you can tell at a glance which entries are still waiting on office review. Only admins and anyone with the Daily Log admin grant can check this — and no DM fires (silent close).

The two boxes are independent — you can close an entry before it's marked complete, or mark complete without closing. Unchecking either box reverses it.

The Route Completed DM contains that day's office notes, route sheet name, and every update that was posted — so you can read the whole day at a glance instead of opening the log. If anything changes after the route is marked complete (a new update gets posted, notes get edited), the DM resends with the updated info.

Work Orders is the technician's day, at /hub/daily-log-v2. Each stop on the list is a work order: the customer, the address, the Jobber job and its line items, the office's instructions, and the reports you fill out there. The office still calls this screen Daily Log v2 — it is the same page, and the original Daily Log keeps working unchanged.

⇅ Reorder — change the order of the stops still to do, at any time of day: tap ⇅ Reorder above the list, move stops with the ▲ ▼ arrows, then Save order. Finished and skipped stops keep their numbers; the open ones take the remaining numbers in the order you chose. The new numbers show everywhere at once — the Fleet map pins, next stop, arrival alerts. A tech can reorder their own day; the office can reorder anyone's. Reordering changes only the order of the list — each stop's scheduled time and Jobber's own schedule stay as they were. The order sticks through the Jobber sync (a stop Jobber adds later lands after the ones you ordered) until the office sends the route again from the Route Optimizer, which starts the order fresh. The list also refreshes itself every 45 seconds while it's on screen (and whenever you come back to the app), so an order the office changes, a stop completed in Jobber or a new stop shows up within a minute without reloading — nothing you're in the middle of is disturbed.

The list. Each stop is one compact line — customer, time, address, job and line items, with Customer file › (and 💧 Inspection › on irrigation stops) right beside the name. Finished stops drop to the bottom under Done, greyed with a ✓ and the time, so the next stop is always on top; each keeps its route number. Pick whose day you see with the 👤 tech picker at the top: All techs, Me, or tick several techs at once. Your phone remembers the choice. Tap the date to pick another day; Today brings you back.

Tap a stop to open it full screen. The phone's Back (or the ‹ at the top) takes you back to the list. Along the top is a row of icons:

• 🗺️ Navigate opens Google Maps to the address · 🚗 On my way texts the customer your ETA (it then shows the time it was sent) · 📞 Call opens the Dialer with their number filled in · 💬 Text opens your Txt thread with them. Call and Text show for people with Dialer and Txt access.
• Along the bottom are the stop's actions: ▶ Arrived (starts the timer), ✓ Complete (also marks the visit done in Jobber), ⊘ Skip — and once you're on site, ↺ Reset time. A finished stop shows ↩ Reopen.
• Last visit on a job? When Jobber says the stop is the job's final visit — a one-off job, or the last visit of a recurring job that is ending — Complete asks Complete final visit and…, just like the Jobber app: Close job & invoice later (on a recurring job it just says Close job) closes the job in Jobber and leaves the invoice for the office; Leave job open completes the visit only; Cancel does nothing. Close the job unless the office told you otherwise. Every other visit completes straight away, and Jobber invoices it the way the job is set up (autopay, automatic, or by the office). ↩ Reopen on a stop that closed its job reopens the job in Jobber too.
• ✏️ Edit / 🗑️ Delete a note — under each note you wrote. Admins can fix anyone's note. An edited note shows (edited).
• The after-service report and pesticide application notes appear only on lawn-treatment stops — a WF - or MO - line item. Irrigation and other stops don't show them.
• 📋 After-service report — on a lawn-treatment stop, tap 📋 Fill out report beside the customer's name, the 📋 icon, or the report card on the open stop. Like the irrigation inspection it opens right on top of the stop and saves as you go. It has six parts: What was done (filled in from the stop's line items), Products applied, What you saw (weeds, disease, insects, bare spots, irrigation problems, mowing height + a note), Recommendations, Photos and Internal notes. Under Products applied the products mapped to this service are listed — mark each one Applied or Not applied (and the amount, if it wasn't the mapped rate); add one that isn't listed with + Add a product. The report can't be saved until every product is answered. Your answers go onto the visit's pesticide record next to what the mapping said — the mapped values are never overwritten. Customers never see product names; products and internal notes are for the office and TDA only. Tap Save report when done; a saved report can still be changed with ✏️ Edit report until it has been sent. Every report is also kept on the customer file.
• 💵 Customer paid by check? — at the bottom of every open stop. It opens Checks with this customer already filled in; photograph the front and back and send it to the office for deposit. ← Back to the stop brings you straight back.
• 📤 Sending the report — after Save report the report stays open with a Send to the customer box: pick 💬 Text, ✉️ Email or Both and tap Send report. Nothing is ever sent on its own. The customer gets a link to their report page: what was done and what each treatment does (never product names), what you saw, recommendations, care instructions and photos. A customer marked do-not-text can only get email; an address that bounced before can only get a text. View the customer's page ↗ shows exactly what they see. You can send again later (from the stop or the customer file); once sent, the report can't be edited. If the visit's services have no mapped products but you recorded applying something, the visit gets a pesticide record from your report when the stop is completed.
• 👤 Customer file — one tap opens the customer's page in Hub: notes, programs, property details, saved inspection reports, and a Work orders card listing every visit done there (with Open the day links back to this list). Opened from a stop, the customer file shows a blue ‹ Back to the stop in Work Orders bar at the top — one tap and you're back where you were. Every stop sent from the Route Optimizer is linked automatically. A stop that reads No customer file is a customer the Contacts directory has no Jobber link for yet — open them in Contacts to link the account.
• 💧 Inspection report — on an irrigation stop (any stop with an IR - line item) the link sits right beside the customer's name, no need to expand: Start inspection, Continue inspection while it is a draft, View inspection once saved. It opens the same form as the customer file's Irrigation card, already tied to this customer and this visit — right on top of the stop, so you never leave Work Orders: close it or tap Save and you're back on the stop, with any suggested line items waiting. A saved report can be texted to the customer from the open stop. Starting or editing needs the Irrigation grant — without it the customer file shows the report read-only.
• 😀 Reactions on notes — tap the smiley under any note in a stop's Notes & attachments to react (👍 ✅ 👀 ❤️ 😂 🙏 🔥 ❗). Tap a reaction pill to add yours or take it back. Handy for the office to acknowledge a tech's update without typing.

On a phone the header is a single row — ‹ date ›, Today and the tech picker — so the list gets the room; admins find ↻ Sync this day from Jobber at the bottom of the 👤 tech picker menu. The old Mark reviewed marker was removed (Oct 2026).

🧾 Line items. The open stop lists what is on the visit in Jobber. You change them here — not in the Jobber app.

• Change a quantity or price — tap the item, adjust, Save. A warranty call can go to $0. The item shows Changed · was … so everyone sees what Jobber had.
• Didn't do it? Tap the item → Not done. It goes to quantity 0 — nothing is ever deleted from Jobber.
• + Add line item opens the Jobber catalog. Search, or use the chips: ★ Favorites, Recent, or a department (IR, WF…). Tap ☆ to keep an item in your favorites. The price fills in from Jobber; change the quantity or price before you add it. Discounts: a price can be negative — tap ± beside the price (phone keypads have no minus key) to make it a discount, e.g. −$25.00. A negative line takes that amount off the work order's total and goes to Jobber as a negative line item, the same way you'd enter a discount in Jobber.
• Nothing goes to Jobber until you tap ✓ Complete. Then your changes are sent to this visit only — a change on a recurring customer never touches their future visits — and only after every item has landed is the visit marked complete. The list then shows ✓ In Jobber.
• ⚠ Not in Jobber yet on an item means Jobber didn't take it (usually no signal or Jobber was busy). It retries by itself every 5 minutes, and the visit stays open in Jobber until it lands — so an autopay customer is never charged the wrong amount. You don't need to do anything.
• 💡 Suggested from the inspection — when you finish an irrigation inspection from a stop, Hub reads what you recorded (e.g. zone 3 “2 broken heads” on a spray zone, a leaking backflow) and puts the matching repairs at the top of the line items as suggestions, with the reason. Tap Add to put one on the work order (then change the quantity or price like any item) or ✕ if it isn't needed. Nothing suggested goes to Jobber unless you add it. Write the number before the problem (“2 broken heads”) and the quantity fills in. 💡 Suggest from inspection on the stop runs it again.
• After Complete the list is locked. To change it, ↩ Reopen the stop. ⚠ If the customer is on autopay, their card was charged when the visit was completed — reopening doesn't undo that, so tell the office.

Where your day comes from. Your Work Order list fills itself from the Jobber schedule: every visit assigned to you for the day appears as a stop, in start-time order, with the customer, address, map pin, line items and the job's instructions. Nobody has to send it. When the office moves, reassigns or adds a visit in Jobber, your list follows — within a few minutes, and instantly once the change comes through Jobber's notifications. The office can still send a route from the Route Optimizer; that attaches the printable route sheet and the tank loadout, and it changes your order when the office also sends the times to Jobber.

• Finished it in the Jobber app? A visit completed in Jobber shows ✓ here too — you don't have to mark it twice.
• ⚠ Removed from Jobber on a stop means the visit is no longer on your day in Jobber (moved, reassigned or deleted) but you had already started on it, so it is kept at the bottom of your list instead of vanishing. Check with the office before doing more there.
• Tasks and assessments from Jobber are not fed automatically yet — they still arrive when the office sends the route from the Route Optimizer.

What's different: instead of one text-based card with office instructions and tech updates, v2 shows the day's stops as an ordered list with customer names, addresses, scheduled times, and line items. A map at the top of each entry shows the route with numbered pins.

Sending a route from the optimizer (optional): open the Route Optimizer, build a route, then click Send to Daily Log (blue, next to Send Day + Team and Send with Times). The stops are merged onto the tech's day for that date — a stop the Jobber feed already placed keeps everything the tech did; the optimizer adds the route sheet, the tank loadout, map coordinates and its ETA times. Office instructions on the day stay.

Sending to Daily Log on its own doesn't change anything in Jobber — and because the day follows Jobber, to change a tech's order send the times to Jobber too (Send with Times); otherwise the next sync puts the stops back in Jobber's order. Visits still on the tech's day in Jobber are never removed by a re-send.

🧪 Route Loadout header: when a route is sent from the Advanced Route Optimizer, a collapsible loadout panel appears near the top of the tech's day (under Office Instructions). It shows the route's predicted on-site + drive time, total square footage, tank fill bars (with a red ⚠ refill flag if a route overflows a tank), and the amount of each product to mix — grouped by line item, with which tank each goes in — so the crew can load the truck before they roll. It's a snapshot taken at send time; product amounts appear once line items are mapped to products in Admin → Service Mapping.

📎 Route Sheet (downloadable PDF): sending a route from the optimizer attaches a real PDF route sheet to the entry. It appears in a Route Sheet section at the bottom of the day's card — tap it to open the full sheet (map, stop list, and per-stop line items) in the in-app viewer, then use the viewer's Download button to save or print a copy. You can also + Upload PDF (or Replace) to attach your own route-sheet PDF.

Tap a stop to expand it. The detail panel shows:

• Customer file and, on irrigation stops, Inspection report — the two buttons at the top of the panel (see above)
• Customer phone — tap to call (opens your dialer / phone app)
• Line items — full list with quantities and prices, plus the total
• Visit instructions — the same instructions stored on the Jobber visit (gate codes, dog warnings, etc.)
• My notes — a per-stop notes field for what the tech actually did or saw. Saves automatically when you tap away.

Timing each stop: the expanded panel has two buttons.

• ▶ Arrived at property — tap when you pull up. Stamps an arrival timestamp and starts a live ticking timer in the panel. The stop's number badge turns amber.
• ✓ Mark Complete — tap when you're done. Stamps a completion timestamp, stops the timer, and flips the number badge to green ✓. Also marks the Jobber visit complete via the API.

Once complete, the panel shows the duration and both timestamps: “24 min · 2:15 PM – 2:39 PM”. The entry header's “done” count ticks up. The arrival timestamp is also the application-time used by pesticide records (below).

You can skip the timer — tap Mark Complete (skip timer) directly to mark done without capturing arrival time. Useful when you forgot to tap Arrived earlier.

Tap Reopen on a complete stop to undo — the Jobber visit also flips back. Reopen keeps the original arrival time so the timer picks up where it left off; tap Reset arrival time to clear it entirely.

If the Jobber push fails (offline, expired token), the local complete still works — you'll see an amber warning in the detail panel telling you what went wrong. The stop stays marked complete; the office can manually mark the Jobber visit later if needed.

Approach buttons — at the top of the expanded panel, next to the customer phone.

• 🗺️ Navigate — opens Google Maps in turn-by-turn mode with the customer's address pre-filled. On phones it opens the Google Maps app; on desktop it opens in a new browser tab.
• 💬 On My Way — sends the customer a text message with your name and an estimated arrival time. Tap the button → pick how many minutes away you are (5/10/15/20/30/45 or type a custom number) → tap Send. The compact stop row gains a small 💬 Sent 2:13 badge so it's visible without expanding. You can re-send if needed (e.g. customer asks “where are you?” later).

The SMS goes out through Heroes' existing Captivated number (832-220-8100). Customers who are marked do-not-text or have no phone on file get a disabled button.

Weather snapshot — when you tap Mark Complete, the app calls the National Weather Service (api.weather.gov) for the current observed conditions at the stop's coordinates and stamps temperature, conditions, wind, and humidity onto the record. The data shows up in the expanded detail panel as “Weather at completion · 78°F · Partly Cloudy · Wind 8 mph · Humidity 64%”. NWS is free, no key, US-only — when it's slow or down the stop still marks complete fine, weather is just null. The snapshot is also attached to the pesticide application record (below) for TDA compliance.

Products Used log — for any stop with a line item that maps to a product (a pesticide like “Fire Ant Treatment” or a fertilizer like “Soil Revive”), Mark Complete also writes a Products Used record capturing application time, location, customer, applicator, the products used, and weather. EPA registration # and active ingredient are recorded when the product has them (fertilizers simply have none). The EPA-registered subset is what you file for TDA compliance. Reopen and re-complete keeps the existing record (records are never deleted to clean up). What gets logged is the Service Mapping line-item → product map admins maintain — see the Products Used tab for the full list + CSV exports.

Two paths, one record. A record is created whether a visit is completed in Daily Log v2 or directly in Jobber — when a Jobber visit is marked complete, a webhook creates the same kind of record automatically. Both paths read the same Service Mapping and write to the same place, deduped per Jobber visit, so you never get two records for one visit. Daily Log v2 is the richer source (it captures the technician and the weather at the moment of arrival); the Jobber path fills in any visit completed outside the app (weather there is best-effort from the property address, and the applicator name may be blank).

Available at /hub/pesticide-records. An automatic log of every product applied on a completed visit — fertilizers included, not just EPA pesticides — captured whether the visit was completed in Daily Log v2 or directly in Jobber. Filter by date range or search by customer / address / technician. Each row shows the customer, application time, applicator, the products used, and the weather snapshot at completion. EPA-registered products show a green 🧪 chip with the EPA #; non-EPA products (e.g. fertilizers) show a 🌿 chip. Tap a row for the full detail view. When the tech filled out an after-service report, the detail view also shows a Technician confirmation box: each product marked Applied (with the amount, or as mapped) or Not applied, and any product the tech added. It sits beside the mapped products and never changes them; the CSV export is unchanged.

Show: All products / EPA-registered only — toggle the on-screen list between every product used and just the EPA-registered ones.

Two CSV exports (top-right): All products downloads everything used in the range; TDA pesticide export filters to EPA-registered products only — the state pesticide-compliance format. Both expand to one row per product (so a visit with 2 matching products yields 2 rows). EPA #, active ingredients, and rate are filled in where the product has them.

Records are created automatically — you don't add them by hand. They appear when a visit with matching line items is marked complete, either in Daily Log v2 or in Jobber. If the mapping configuration changes after a record is created, the existing record stays as it was at the time of application (the products-used list is a snapshot, not a live join).

Records are preserved across stop reopen. If a tech reopens then re-completes a stop, the record is updated in place with the fresh timestamp + weather, not duplicated.

Available at /hub/reports (admin only) — the index page lists every report. Today there are two: the Visit Report and the Customer Report.

Visit Report

Completed visits broken down by technician for any date range you pick.

Date ranges — quick-select buttons at the top: This Week, Last Week, This Month, Last Month, YTD, or a Custom date range. The report re-runs instantly when you switch ranges.

Summary cards — four at-a-glance numbers across all techs: total visits, total value, recurring visits, and one-off visits.

Tech table — one row per technician, sorted by visit count. Each row shows visits, dollar value, and the recurring/one-off split. Tap any row to expand a department breakdown (IR, WF, PW, etc.) for that tech.

Dollar value note — visits with per-visit line items (most IR jobs, one-off jobs) show full dollar attribution. Recurring flat-rate visits bill at the job/invoice level and show $0 visit value — the visit count is still accurate, only the dollar attribution differs.

Customer Report

Every customer and property pulled from Jobber, one row per property. A normal customer is a single row; an HOA or management account with several properties shows as several rows.

Columns — tap the Columns button to choose exactly which columns to show. The catalog is grouped into Customer fields (name, email, phone, balance, status, lead source, sales person, cancellation reason…), Property fields (address, lawn size, irrigation zones, sprinkler, gate code, neighborhood, lat/long…), and Custom Fields — every custom field from Jobber is a checkbox you can turn on or off. Your selection is remembered on that device.

Search & filter — the search box matches name, address, email, or phone. The status buttons filter to Active, Lead, Cancelled, or Archived customers. A customer counts as Cancelled only when Jobber's Cancellation Reason holds a real reason (including Unknown Reason); Pick One — the default every new client starts with — means nothing was chosen, so the customer shows as Active.

Sort — click any column header to sort by it; click again to reverse.

Export CSV — downloads exactly the columns you have showing, for the rows currently filtered in.

Fleet shows all company vehicles on a live map (powered by OneStepGPS). Each vehicle appears as a colored pin with a heading arrow and a popup that gives speed, fuel %, and last ping time. Tap a vehicle in the sidebar list to fly the map to it.

Pin colors:

• Green — driving
• Amber — idle (engine running, parked at a stop)
• Orange — being towed
• Gray — off / offline

A small red dot in the corner of a pin means at least one alert is active for that vehicle. The data refreshes every 30 seconds.

When a truck is linked to the tech who drives it (see below), the truck pin carries that tech's name in their colour, and the vehicle list shows it under the truck.

Stops — every tech's Work Order stops for the day appear on the map as numbered pins in that tech's colour. The number is the stop's place in the tech's route — the same number they see in their Work Orders list. Hover a pin (or tap it on a phone) for the customer, the service, the tech and the scheduled time. Phone numbers, notes and prices are never shown here.

• Coloured pin — still to do
• Coloured pin with a ring — the tech's next stop
• Grey pin with a green ✓ — done, whether the tech finished it in Work Orders or it was completed in Jobber (a Jobber completion usually shows within a minute, at most about 10)
• Faded grey pin with a – — skipped

In the Stops card, pick Everyone or one tech (or tap a tech's name), untick Show on map to hide the stops, and change the day to see another day's stops. The day is shared with Day History, so you can lay a truck's actual path over that day's stops. A stop with no map location is counted as “not on map”.

How each tech's day is going — every tech in the Stops card has a progress bar: 7 of 9 done, filling as stops get done (skipped stops count as off the list). On today's view a thin white tick marks how many stops their Jobber schedule says should be done by now — bar past the tick means they're ahead, short of it means they're behind. Under the bar: their truck, on stop 8 while they're at a stop, and any skipped stops.

Arrived and left times — each stop's card shows when the tech got there and left, and how it was recorded:

• Arrived — when the tech taps Arrived in Work Orders (tech). If they don't, GPS counts it once their truck has sat within about 150 m of the stop for 2 minutes (GPS) — driving past doesn't count.
• Left — when the stop is completed, in Work Orders (tech) or in Jobber (Jobber). If it isn't completed yet, GPS counts it once the truck has driven more than about 250 m away (GPS).

On a street where two stops are close together, the truck counts at the next one in route order; once that one is done, the one after it takes over. GPS needs the truck linked to the tech (Admin → Fleet). It checks every minute.

My alerts — get a DM from Amber when something happens on the road. Each alert goes only to the person who set it up, and each has its own on/off switch in the My alerts card.

• One stop, today — open a stop's pin and tap 🔔 Alert me when Mike arrives here (or leaves here). Tap it again to cancel. It fires once and ends with the day.
• Every day — in My alerts, pick a tech (or Any tech) and one of: arrives at the first stop of the day, arrives at the last stop of the day, leaves the last stop of the day, then + Add alert. “Last stop” is worked out when it happens — the stop they reach once everything else on their route is done, skipped or visited — so a mid-day re-route doesn't throw it off.

An alert fires by whichever comes first — the tech's tap, a completion, or GPS — and says which it was. Each fires at most once per stop (once per tech per day for the first/last-stop ones), and switching one on never replays what already happened today.

Day History — see the path a vehicle actually took on any day. In the Day History card in the sidebar, pick a vehicle and a date, then tap Show path: a dotted blue line traces the day's route through every GPS ping (small arrows show the direction of travel), and larger orange dots mark anywhere the truck sat for 10+ minutes. Tap any dot for its exact time — stop dots also show how long the truck was there (arrival – departure). The map zooms to fit the whole day. Tap ✕ Back to live to clear the path and return to live tracking.

Four alert types can fire:

• 🚨 Speeding — vehicle is driving over the configured speed limit
• 🌙 After-hours — vehicle is driving outside configured work hours
• ⛽ Low fuel — fuel is below the configured threshold
• 📡 Offline — vehicle hasn't reported in past the configured timeout (suppressed outside work hours so parked-overnight trucks don't spam)

Tracker is the lead pipeline — every inbound lead from any source ends up here as a row, grouped under the stage it's in. There's no separate “Stage” column anymore; a lead's stage is the group it sits under. Move a lead by dragging it (or via the bulk action bar / the edit drawer) into a different stage group.

Collapse a stage with the arrow on the left of each stage header, next to the select-all checkbox.

Call or text a lead from the table. The Call / Text column sits next to Phone: 📞 opens the dialer with the number already keyed in, and 💬 opens the text conversation with that person (starting one if there isn't one yet). You only see the buttons for the tools you have access to, and they're greyed out on a lead with no phone number. Like any column you can drag it somewhere else or hide it.

On Servanto plans there's no built-in Dialer or Txt, so 📞 and 💬 open your own phone's calling and messaging app with the number already filled in (on a computer, whatever app handles calls and texts there). Tapping the phone number on a board card calls it, and ✉ texts it.

Send a lead to Jobber. Open a lead with ✎ (on its row or its board card) and press Send to Jobber at the top. It makes the customer in Jobber with their phone, email, address and lead source, and adds a request titled with the services, plus a customer note with the rest (value, latest note). If that phone number or email already belongs to a Jobber customer, the request goes on their account instead of making a duplicate. It uses the saved details, so press Save first if you just edited them. Afterwards the lead shows ✓ Sent to Jobber with an Open in Jobber ↗ link (also on its board card), and the button can't send it twice. Leads that came from a Jobber request say so and have no button. The lead stays on your tracker; move it to Won when the job is sold.

Resize or reorder columns. Drag a column header to reorder it. Drag the right edge of any header to resize. Column order is saved per-user and follows you across devices.

Contact attempts

Click the ▶ arrow at the start of any lead row to expand 5 contact-attempt rows. Each has an attempted date, a free-text note (drag the divider on the Notes header to make that column wider — it stays put), and Call / Text / Email checkboxes. The boxes you're expected to use for that attempt show an amber highlight (Attempt 1 → all three, 2 → Text, 3 → Email, 4 → Call, 5 → all three) — they start unchecked, so check each one off as you actually do it.