Reports
Dashboard
My Pipeline
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Admin
Manage Users
Create and manage logins for every CSS tool that shares this sign-in. A CSS Rep is tied to a person on the CSS List; the other roles aren’t.
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+ Add a user
Username
Email (the invite goes here)
Role
Name shown in the app (optional)
Person on the CSS List
A CSS Rep sees the jobs, contacts and activity tied to this person, so the link has to be right.
Manager (required — decides whose team this rep is on)
Full name of the new CSS Rep
Temporary password
Users
| Username | Role | Linked CSS Rep | Status | Actions |
|---|
CSS List — who has a login
Recycle bin
Anything removed from Frontline waits here for 30 days, with its links and files, so a mistake can be put back. After 30 days it is scrubbed for good. Only Admins see this.
| Type | Name | Removed by | Removed | Scrubbed on | |
|---|---|---|---|---|---|
| Open this panel to load it. | |||||
Email everyone
Send one message to everyone who has a Frontline login. Each person gets their own copy, so nobody sees anyone else’s address, and replies come to you. Never put a password in an email: anyone who can’t remember theirs gets a new sign-in code from their row in Manage Users.
Open this panel to load it.
Who gets it
Use {name}, {username}, {role} and {sender}: each person’s own details are filled in. A blank line starts a new paragraph, and web addresses become links.
Preview as you’d receive it
Sent so far
| When | Subject | By | Delivered |
|---|---|---|---|
| Open this panel to load it. | |||
Releases
Open this panel to load it.
Earlier version notes (built into the app)
Share the release notes
A private link to a read-only page with dates, summaries and versions. It does not need a Frontline login, and it leaves out who asked and the technical notes. Revoke a link and it stops working at once.
| For | Last opened | |
|---|---|---|
| Open this panel to load it. | ||
Connection issues
Airtable is switched off. Every read and save now goes to the database only. Anything the database could not answer, and any server error, is listed here so a week of real use shows what is left. Only Admins see this.
| Last seen | Kind | Where | What happened | Times |
|---|---|---|---|---|
| Open this panel to load the list. | ||||
Accounts
Accounts
Every company on file — search before creating a new one to keep this list deduplicated.
Contacts
Contacts
Every contact on file — click one to view, edit, log activity, or delete it.
Activity
Activity
Log a call, email, or meeting against a contact, and see the feed of what's been logged.
Events
Events
Tradeshows & events, associations and lunch & learns in one place. Click any row or card to see its notes, contacts, projects and costs.
Operations
Jobs in Operations
Jobs enter Operations when a manager releases them from Commit or Closed Won. Each shows its Production Status and compliance flags from the Operations profile. Click a job to open it; click a column header to sort.
Start dates marked Est. assume 21 days after contract signature and are flexible — they move as Sales adjusts Projected Close. Once a job is won, Operations sets the date (Planned) and the crew calendar fills in Started.
How Sales stages map to Operations
| Sales stage (CSS) | Sales status | Operations phase | Where it shows |
|---|---|---|---|
| Prospecting · Qualified · Needs Analysis · Proposal / Quote · Negotiation / Legal Review · Proposal Sent · On Hold | Open / Proposal Sent / On Hold | Recon | Pipeline only — not in Operations yet |
| Commit | Won | Mission | Operations — enters here and stays while the work is underway |
| Closed Won | Won | Debrief | Operations — Debrief view (work done, closing out) |
| Closed Lost | Lost | Debrief | Leaves Operations (a Committed job that falls through drops out of both views) |
Operations looks only at Stage, never at Status. Sales moves a job to Commit; from then on the Stage dropdown on the job (Commit → Closed Won) is how it moves through Operations.
When a job can be scheduled
| Production Status | Scheduling |
|---|---|
| (not set) · Need to Schedule | Ready to schedule — appears in Need to schedule |
| No Contract · Pending Return · Permitting | Not ready — contract or permit still outstanding |
| Ongoing · On Hold | Already scheduled / in progress |
| Need to Bill · Completed · Canceled | Leaves scheduling — shown under Finished |
| Every crew assignment marked Completed | Leaves scheduling automatically (Schedule Completion), even if Production Status hasn't been updated yet |
Production Status is set by Operations (Admin, Manager, Operations Manager, Superintendent). Sales reps can see it but not change it.
Operations
Schedule
Crews and equipment on jobs, by day. Conflicts and long moves between jobs are flagged on the bar. Drag a job from the queue onto a day, or drag a bar to move it.
Operations
Compliance rules
The exact rules the app checks each job against. A rule is only suggested when every part of it matches what is entered on the job. Click a rule for its citation and verification details.
Operations
Crew
Teams, people and their certifications. Anything expired or expiring within 30 days is flagged first. Click a person for contact details and certifications. In Team view, drag a person onto another team to move them.
Operations
Equipment
Fleet status and hours to the next service. Open a unit for its components, parts and service history.
Estimating
Materials & pricing
The price list the GP Calculator picks from. Edit a name, unit or price right in the table. Prices copied onto an estimate stay with that estimate, so a change here only affects lines added afterward.
Marketing
Lunch & Learn desk
Work a campaign’s call list: log each call or email and the next touch is scheduled for you. When a company says yes, book the Lunch & Learn — the CSS rep is emailed the date and every contact we know.
Marketing
Events & kits
Where every booth kit is, what it is going to, and which pieces are missing or broken. Open a kit to change its status, who has it and which show it is on, and to check its pieces off.
Marketing
Associations
Marketing
Swag inventory
Marketing
Expenses
Estimating
Approvals
Estimates and change orders waiting on a sign-off you can record. Click an estimate to review the numbers and approve it or send it back with a note for the CSS; click a change order to open its job and review it there.
Team
Team
Roster view — open jobs, open pipeline value, and closed won/lost per rep. Click a rep to see their pipeline.
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