Stewardship & Gratitude
These are people who trusted you. Tend the relationships, not just the projects.
Accounts & Relationships
| Account | Primary Contact | Status | Last Activity | Relationship | Owner | Open |
|---|
Sales Pipeline
Sales Workspace
Today's sales actions, active prospects, outreach, audit offer, conversion, scripts, and activity.
All
Draft
Sent
Overdue
Paid
Template
| Invoice # | Client | Date | Due | Amount | Status | Project |
|---|
Expense Log
| Date | Description | Category | Client | Added By | Amount | |
|---|---|---|---|---|---|---|
| No expenses yet. | ||||||
Financial Summary
Income by client, expenses by category. Ready for your CPA.
Revenue by Client
Internal - FocusPros LLC
Run FocusPros itself: the few priorities that grow the business, the rhythms that keep it healthy, and the system controls when you need them.
Content Ideas
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LinkedIn posts banked
Client Rate Tiers
Billing tiers assigned per client. Used as the fallback rate when no task-type override applies.
Add Tier
Task Types & Auto-Rates
When you add a line item to an invoice, selecting a task type auto-fills the rate and description.
Rate priority: client override - task type default - client tier.
Client-specific overrides: Open any client record and click Edit - the "Task Type Rate Overrides" section lets you set a different rate per task type for that client.
Timesheet
All logged time across clients
Total Hours
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this view
Billable Hours
-
can be invoiced
Unbilled Hours
-
not yet on an invoice
Billable Value
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at client rates
| Date | Client | Task Type | Description | Employee | Hours | Rate | Billable | Status |
|---|
Integrations
Connect external tools to bring everything into the hub.
Microsoft OneNote
Not connected
Connect your Microsoft account to link OneNote pages to client records. View note content inline without leaving the hub.
Sign in to get started.
What this enables: On any client detail page, a new "OneNote Pages" section lets you browse your notebooks and link specific pages. Linked pages show a live preview inside the hub and a one-tap button to open them in OneNote for editing.
Desktop Notifications
Not enabled
Get browser notifications for overdue invoices, tasks due today, and pipeline touches - even when the app is in the background.
Firebase Storage
Checking
Client attachments, receipts, screenshots, and project files are stored in your Firebase bucket.
Next console step: make sure Cloud Storage is enabled in Firebase for focuspros-hub and the bucket rules allow authenticated uploads for your team.
Workspace Profile
Loading workspace profile?
Why this matters: this is the first step toward packaging the app for other businesses. Profile data is now separated from hardcoded labels so branding, support info, and future org settings can travel with the workspace.
Production Foundation
Low-cost production habit: export a backup before major releases or structural changes. The support bundle gives you a safe debugging snapshot without exposing private keys or tokens.
Diagnostics
0 issues logged
Stripe Online Payments
Checking
Secure invoice checkout status will appear here.
Netlify env vars: add STRIPE_SECRET_KEY and STRIPE_WEBHOOK_SECRET. Once both are present, invoice previews and emailed invoices can open secure Stripe Checkout payment pages.
Pilot Packaging + Import Wizard
Pilot billing and onboarding readiness will appear here.
Goal: make this workspace easy to copy, configure, and pilot with another service business without changing core code. The starter pack now carries branding, Stripe/payment settings, pilot billing notes, and CSV onboarding templates.
Launch Queue
Now includes P8 + P9
Stripe-backed invoice payment links - webhook-based invoice status updates - white-label workspace profile - CSV import wizard for clients and pipeline - starter pack export with pilot billing settings
Your Company Info
Logo
Paste a direct link to your logo image. Host it on Google Drive, Dropbox, or any public URL. Max display height: 60px.
Invoice Defaults
Accent Color
Used for table headers and section labels. Matches your PDF invoice style.
Live Preview
Records & Audit
Every invoice, quote, SoW, and expense - searchable, filterable, exportable. Your year-end source of truth.
All Records
| Type | Number / ID | Client | Description | Date | Amount | Status |
|---|---|---|---|---|---|---|
| Use the filters above and click Search. | ||||||
All
Draft
Sent to Client
Ordered
Invoiced
Closed
Quotes
Pass-through only - no margin. Enter quantity and unit price to auto-calculate each line total.
| Quote # | Client | Description | Quote Total | Ordered | Invoice # | Status |
|---|
Team & Access
Control who can access FocusPros Hub, what they can do, and how each teammate is configured.
Invite Team Member
Enter the new team member's email and role. They?ll receive a secure invitation link to set their own password - no temporary credential needed.
The app will email the invitation directly. After they accept, use Edit or Access to manage their role, visibility, and customer scope.
Temporary access
Create a short-lived invite for audits, outside review, or support access. No real inbox is required. Leave the login email blank and the app will generate a working login email plus a direct access link you can copy.
Current Team
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Board Lanes & Routing
Loading board settings...
Role Guide
| Role | Clients & Projects | Invoices & Tax | Manage Users |
|---|---|---|---|
| Owner | Full | Full | Yes |
| Admin | Full | Full | No |
| Employee | Edit | View only | No |
| Viewer | Read only | No | No |
Create Temporary Login
This creates a real invited user account marked as temporary. No real inbox is required. If you leave the login email blank, the app will generate one and show it beside the direct invite link. When the review is done, remove the user from Team & Access.
Client Focus
Opportunities
Projects & Delivery
Activities & Follow-Ups
Account Timeline
Invoices
Time Log
Agreements & Signed Docs 0
Accepted or signed proposals appear here automatically.
Portal Messages
Referral Info