Owner Mode
Simple, safe, and released for Erika/Tyler in-app review. External provider writes remain off.
Numbers
These QuickBooks-backed numbers stay visible below the review flow so Tyler can check the current financial context without leaving Owner Mode.
Owner actions
Upload fallback
Upload only the exact source export Tyler/Admin asks for after connected collection is unavailable or not connected. Do not use substitute admin files.
Unlocks job margin, supplies, reimbursement review, and period-specific P&L checks.
Supports retention and marketing review only after required customer status, service dates, lead/source, job, revenue, and margin linkage are present.
Unlocks unpaid invoice follow-up, restricted cash, payroll/tax/tips, and free-cash review.
Fallback only for the requested admin scorecard export. Preferred sources are Gusto Payroll Report and MaidCentral schedule/productivity exports.
Advanced details for Tyler, bookkeeper, and advisor review. Owner Mode stays simple; Admin Mode preserves reports, source setup, proof, mappings, run history, upload fallback, exports, and raw details.
The original Money, Jobs, Labor, Marketing, Cash, Automation, Cleanup, and Reports modules remain here for full table, export, run-history, mapping, and raw/admin review.