A snapshot of receivables, customers, and recurring services.
Recent Invoices
Upcoming Billings
CRM
Customer Records
Full client roster with billing history, notes, and activity.
Company
Contact
Tier
Employees
Status
Payment
Outstanding
Lifetime
Billing
Invoices
Create, send, and track invoices across all clients.
Invoice #
Customer
Issued
Due
Status
Total
Balance
Recurring & Project Work
Customer Services
Every package, care plan, and custom build sold to a client. Auto-invoiced on cycle.
Service
Customer
Type
Cycle
Monthly / Total
Next Bill
Status
Team Management
Employees
Manage your team, pay scale, commission structure, and login access.
Name
Email
Role
Type
Title / Dept
Hire Date
Comp
Status
Login
Personal
My Commissions
Your sales, projected commissions, and payout history.
My Sales (Invoices Tagged to Me)
Invoice
Customer
Issued
Status
Total
My Commission
My Commission Ledger
Date
Linked Invoice
Customer
Basis
Rate
Amount
Status
Employment Documents
My Agreement
Your employment agreement. If you have not yet signed, please review and sign below.
Books, Receivables & Reporting
Financials
Ledger entries, accounts receivable, and live profit & loss reporting in one place.
Expenses & Payables
Date
Vendor
Description
Category
Type
Amount
Status
Receipt
Actions
Outstanding Invoices
Invoice #
Customer
Due
Days Old
Balance
Customer Payment Health
Commission Tracking
Date
Employee
Linked Invoice
Customer
Basis
Rate
Commission
Status
Actions
Monthly Revenue, COGS, & OpEx Trend
Revenue Breakdown
Cost of Goods Sold
Operating Expenses by Category
Top Vendors (Spend)
Top Customers (Revenue)
Year-over-Year Comparison
Cash Flow View
Forecast (Next 90 Days)
Sales
Project Quotes
Build a project quote, send it for approval, and convert accepted quotes directly into invoices.
Quote #
Customer
Project
Issue
Expires
Total
Status
Actions
New Customer
Company Info
Billing Address
Account Details
Customer
Outstanding Balance
$0
Lifetime Billed
$0
Active Services
0
Internal Notes
Invoice #
Issued
Due
Status
Total
Balance
Service
Type
Cycle
Amount
Next Bill
Status
Contracts pulled from onboarding.neaigroup.com appear here automatically. You can also see receipts and other files linked to this customer.
New Invoice
Invoice Details
Line Items
DescriptionQtyUnit PriceTotal
Subtotal$0.00
Discount ($)
Tax (%)
Tax Amount$0.00
Total$0.00
Amount Paid
Balance Due$0.00
Invoice Preview
New Service
Service Details
Pricing
Schedule
Admin Settings
Company Identity (Invoice Letterhead)
All fields here save to crm_settings in your Supabase database. The signatory name and title appear on employment agreements.
Header & Footer
Saves to crm_settings.
Invoice Defaults
Email Template
All invoice and email defaults save to crm_settings.
Payment Methods
Add the payment options you want to offer on invoices. You can wire up gateway keys later.
Saves to crm_payment_methods table.
Categories
Used for categorizing income, COGS, and operating expenses on the P&L.
Saves to crm_categories table.
Onboarding Source
Tell the app which Supabase table holds new contracts from onboarding.neaigroup.com. Use the picker below to detect available tables, or type the name directly.
Common candidates we'll try: client_intake_agreements, onboarding_submissions, contracts, submissions, signups, leads.
Configuration saves to crm_settings. Pulled contracts are stored in crm_attachments.
Connection
Supabase URL:
Tables Ready:
Storage Buckets:
Database Setup (Run Once)
If you see a "Setup Required" notice, or after upgrading to a new feature, paste this SQL into Supabase SQL Editor. It is safe to re-run.
New Employee
Identity
Role & Access
Compensation
Pay Commission On:
Login Account (Supabase Auth)
Set a temporary password to create their login. They sign in with email + password.
Employment Agreement
Attachments
Review & Sign Your Employment Agreement
Please read this agreement in full. When you are ready, type your full legal name below and click "Sign & Submit." A timestamped copy will be saved to your records.
Electronic Signature
New Commission Entry
Employee & Source
Commission Calculation
Commission is auto-calculated when you fill in basis and rate, but you can override the final amount.
Payout
When status is Paid, this entry creates a corresponding operating expense in the ledger so it hits the P&L.
New Expense
Mark to bill back to a client.
New Project Quote
Add From Pricing Catalog
Line Items
Subtotal$0.00
Discount ($)
Tax$0.00
Total$0.00
Quote Preview
New Payment Method
Gateway API keys and webhooks can be added to config on the row in Supabase later. This screen sets up the customer-facing options now; live processing is wired up at your pace.