Bookings
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Today
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0
Upcoming — Confirmed
0
Available Now
0
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Out on Rent
0
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All Bookings
All 0
Pending 0
Confirmed 0
Active 0
Completed 0
💰 Invoicing
Completed jobs awaiting tip reconciliation, balance charge, or invoice send
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Calendar
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📅 Subscribe to ACB Calendar
Add this URL to Google Calendar, Apple Calendar, or Outlook to automatically receive all booking deliveries and pickups. Updates when new bookings are added.
https://rentit.allcanadian.ca/api/calendar/feed.ics?token=staff
Open in Google Calendar
Google Calendar: Settings → Add calendar → From URL → paste above | Apple: File → New Calendar Subscription → paste URL
Today's Schedule
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Drivers
Manage driver logins, assign bookings, reset passwords
All Drivers
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Confirmed Jobs Needing a Driver
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Customers
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⌕
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Equipment
Fleet status, location and availability
Live Equipment Locations — Parksville / Qualicum Area
Click a pin for details
Revenue Overview
March 2026 · Performance Tracker
Revenue by Stream — Actual vs Goal
Department Performance (GSR Scores)
2026 Monthly Revenue Tracker
Planning
Enter revenue goals and manual data for the Performance Tracker
Monthly Revenue Goals — 2026
Revenue Stream Targets (Monthly)
Department GSR Score Targets
Notes & Manual Entries
Cash Position
Marketing
AI Campaign Generator
Generate targeted campaigns for your customer base
Seasonal
Spring Rush
Target homeowners and contractors preparing for spring construction and yard cleanup.
2,400Recipients
34%Est. Open Rate
$8,200Est. Revenue
Referral
Refer a Friend
Reward existing customers with a discount for every new customer they bring in.
1,800Recipients
41%Est. Open Rate
$5,600Est. Revenue
Package
Bundle & Save
Promote bundled bin + equipment rentals with a combined discount for larger projects.
980Recipients
28%Est. Open Rate
$12,400Est. Revenue
Emails Sent
14,280
Last 90 days
Open Rate
31.4%
Industry avg: 22%
Leads Generated
186
Converted: 74
Campaign Revenue
$38,400
Attributable
| Campaign | Type | Sent | Opens | Leads | Revenue | Status |
|---|---|---|---|---|---|---|
| Winter Wind-Down | Seasonal | 2,100 | 648 | 32 | $9,800 | Completed |
| Contractor VIP | Loyalty | 340 | 156 | 18 | $14,200 | Completed |
| Fall Cleanup Blitz | Seasonal | 1,840 | 520 | 41 | $11,600 | Completed |
| Summer Equipment Push | Promo | 2,400 | 710 | 29 | $6,800 | Active |
Equipment Map
Live locations — Parksville / Qualicum / Nanoose area
Available
On Rent
Maintenance
Quick Estimate
Site notes → AI → QBO Estimate. Pushes straight into QuickBooks.
Roadmap
What's shipped, what's next, what's queued. The full build plan in one place.
Now — In Progress
- ◉ Bin tracking + dispatch lifecycle (replaces BoxTracker)
- ◉ QBO ↔ CRM bidirectional sync (estimate → booking → final invoice)
- ◉ Driver mobile view (today's stops, photo capture, tap-to-complete)
Next — Queued
- ◯ Quotes module + estimate-to-booking pipeline
- ◯ AI Estimate Tool (notes → QBO estimate, prototype shipped)
- ◯ Automated SMS / email customer lifecycle
- ◯ Multi-business QBO isolation (split ACB from Ledger's 3 books)
Department App
MAVEN — Marketing
The workspace ACB Marketing uses. Everything ads, attribution, email, reviews, and GHL lives here. Full department app inside the CRM.
Scope: Ad campaigns & performance · UTM + lead-source attribution · Promo playbook
· Email mailing campaigns (GHL integration or in-house) · Reviews aggregation & request flow · GHL inbound lead capture · Affiliate signup flow.
Department App
LEDGER — Bookkeeping
The workspace ACB's bookkeeping team uses. Currently being built as a standalone app that will integrate into the CRM once stable. Ledger today reads from 3 businesses' QBO accounts (including ACB); future split isolates ACB's connection.
Scope: QBO sync · Performance tracker · Cash flow forecast
· Financial planning · Expenses · Billing · Receipt scanning (Ledger AI) · Bank reconciliation · Tax-ready exports · Vendor / bill management · P&L per revenue stream.
Future — Backlog
◯ Real-time job costing (SynkedUp parity)
◯ Customer portal redesign
◯ Per-asset quick dispatch from customer profile
◯ Multi-asset job tracking
◯ GHL inbound webhook for Meta leads
◯ Quote-to-booking pipeline
◯ Detailed rental agreement page (Phase 2)
◯ Lead source + UTM capture on booking form
◯ Premium Minimal UI sweep across pages
◯ Customer file re-import (Box Tracker IDs)
◯ Standalone agreements dedicated view
◯ Reporting dashboard
◯ GPS tracking on equipment
◯ Sales — Requests / Estimates / All Jobs sections
Shipped ✓
✓ Customer agreement intake page (standalone)
✓ Auto-create customer from agreement
✓ Booking line items + invoice adjustments
✓ Two-step charge review modal
✓ PAID receipt email after balance charge
✓ Customer profile Documents tab (ID + consents)
✓ Equipment delivery rates by zone
✓ Promo code + coupon system
✓ Bin auto-assignment at booking
✓ Customer portal welcome email
✓ Customer search bar + top-level nav
✓ Maps page with filterable bin/equipment markers
LEDGER
The Bookkeeping Department — where the books get done
LEDGER — the Bookkeeping department, in one place.
The workspace ACB's bookkeeping team uses to do the books. Everything
financial — QBO sync, performance, cash flow, planning, expenses,
billing, receipts — lives inside LEDGER. Full build spec is coming
from Andrew; the planned scope is laid out in the stripe above.
Scope: QBO sync · Performance tracker · Cash flow forecast
· Financial planning · Expenses · Billing · Receipt scanning (Ledger
AI) · Bank reconciliation · Tax-ready exports · Vendor / bill
management · P&L per revenue stream.
MAVEN
The Marketing Department — ads, metrics, promos, email, reviews, GHL
MAVEN — the Marketing department, in one place.
Everything ACB Marketing touches will live inside MAVEN. The planned
scope is laid out in the stripe above — pick any piece and we'll scope
and build it.
Scope: Ads & campaigns · Performance metrics & attribution
· Promo ideas / playbook · Email mailing campaigns (integrate GHL or
build in-house) · Reviews aggregation & request flow · GHL inbound
lead capture · Affiliate signup flow.
My Profile
Update your contact information and view your access level
Contact Information
Access Level
Access levels are assigned by the account owner. Contact your owner to request a change.
Password
Reports
Export data for any section below
| Booking # | Customer | Equipment | Status | Delivery | Pickup | Amount | Driver |
|---|
| Period | Jobs | Gross Revenue | GST Collected | Net Revenue | Outstanding |
|---|
| Equipment | Total Jobs | Days Rented | Utilization % | Revenue |
|---|
| Name | Role | Jobs Completed | Jobs Active | Last Active |
|---|
Users
Every account that can log into the CRM — staff, drivers, customers
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Requests
Inbound leads and enquiries
New
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Qualified
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Quote Sent
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Won
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Lost
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New
0
No new requests
Qualified
0
None
Quote Sent
0
None
Won / Lost
0
None
Quotes
All quotes
All 0
Draft 0
Sent 0
Approved 0
Archived 0
| Quote # | Client | Service | Amount | Created | Valid Until | Status | |
|---|---|---|---|---|---|---|---|
| No quotes yet — click + New Quote to create one | |||||||
Invoices
All invoices
Outstanding
$—
Past Due
$—
Paid This Month
$—
Draft
—
All 0
Draft 0
Sent 0
Past Due 0
Paid 0
Voided 0
| Invoice # | Client | Job / Booking | Issued | Due | Total | Balance | Status | |
|---|---|---|---|---|---|---|---|---|
| No invoices yet — click + New Invoice to create one | ||||||||
QuickBooks Sync
Live data pulled from your QBO company. Read-only — never modifies QBO.
Accounts Receivable (live from QBO)
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Loading QBO data…
Expenses
Job costs and reimbursables
This Month
$—
This Year
$—
Pending Reimbursement
$—
| Date | Description | Staff | Job / Booking | Amount | Reimbursable | Receipt | |
|---|---|---|---|---|---|---|---|
| No expenses logged yet | |||||||
Products & Services
Price book — used by quotes and invoices
Bin Rentals
10yd Bin — 7 days
Standard 7-day rental period
$275.00
GST + PST
14yd Bin — 7 days
Standard 7-day rental period
$325.00
GST + PST
20yd Bin — 7 days
Standard 7-day rental period
$395.00
GST + PST
Extra Day
Per day beyond the 7-day rental period
$35.00
GST + PST
Weight Overage
Per tonne over allowance
$75.00
GST + PST
Equipment Rentals
Mini Excavator — Half Day
Up to 4 hours, operator included
TBD
GST + PST
Mini Excavator — Full Day
Up to 8 hours, operator included
TBD
GST + PST
Skid Steer — Full Day
John Deere 313G, operator included
TBD
GST + PST
Other Services
Disposal / Tip Fee
Charged at cost — passed through to client
At cost
GST
Delivery Fee
Distance-based — auto-calculated by zone
By zone
GST + PST
Settings
Company, billing, notifications and integrations
Company Info
Tax Rates
Notifications
Locations
Coupons
Integrations
Calendar Colors
Equipment Colors
Roadmap
Company Information
Tax Rates
GST — Goods and Services Tax
Applied to all taxable services
%
PST — Provincial Sales Tax (BC)
Applied to equipment and bin rentals
%
Default Payment Terms
Applied to new invoices
Staff Notifications
These addresses receive every new booking, inquiry, customer-signed and extension-request alert. Separate multiple addresses with a comma or new line.
Client Notifications
These are sent automatically to clients at each stage.
Booking request received
On
Booking confirmed (with delivery date)
On
Day before delivery reminder
On
Bin delivered
On
Invoice sent
On
Invoice overdue (7 days)
Off
Follow-up (30 days after job)
Off
Connected Services
Stripe — Payments
Card-on-file deposits · balance charges · booking form payments
QuickBooks Online — Accounting
Per-job invoice push · payment sync · reconciliation for accountant
GoHighLevel — Marketing & Notifications
Campaigns · SMS/email sequences · Meta lead intake · delivery reminders · follow-ups
Resend — Transactional Email
Invoice emails · payment receipts · booking confirmations · one-off notifications
API Keys
Equipment Status Colors
Pick a color for each equipment status. The status dot on every equipment card, the GPS map markers, and the legend on the Equipment page all update instantly. Saved to your browser only.
Calendar Colors
Pick a color for each cycle slot, the pending state, and extension days. These changes are saved to your browser only — each user can pick their own preferences.
Yards & Locations
Storage yards where equipment lives when it's not on rent. The address is used to pin the yard on the equipment map. Used by the equipment editor's quick-assign buttons.
Promo Codes & Discounts
Codes customers enter on the booking form. The discount is applied to the total before the card is charged. Three types: Percent (% off), Fixed amount ($ off), and Fixed total (sets the whole total to a $ amount).
Product Roadmap
Features we've committed to build, drawn from the SynkedUP audit. These are
placeholders so the team can see what's coming. Full detail in FEATURE-ROADMAP.md.