Dashboard
Portfolio overview
Homes
Each property, its status, and rolled-up cost & progress
Projects
Every renovation and repair, with next step and payment schedule
| Project / next step | Home | Owner | Status | Budget | Total cost | Paid | Next payment | Due | Forecast |
|---|
Payments
Every scheduled payment across all projects, soonest first
| Due date | Payment | Project | Home | Amount | Status |
|---|
Timeline
Start → forecasted completion, with due dates and today's marker
Team
Who can be assigned to projects
Owners and the Estate Manager manage logins (from the team cards above). Owner = full control · Editor = add/edit projects & costs · Designer = submit approvals · Viewer = read-only. Nanny = household only. Fleet = vehicles only. Estate Manager = sees everything, no owner controls.
| Name | Role |
|---|
Check which tabs each role can open. Owners always see everything. Changes sync to everyone.
| Tab | Editor | Estate Mgr | Designer | Security | Nanny | Hskpr | Fleet | Viewer |
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Approvals
Designer submits ideas & images; Owner signs off
Activity log
Who changed what, and when
| When | Who | Action | Item | Details |
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Data & sharing
Integrations
Fleet Dashboard
Where every car is, its status, and what's coming up
| Vehicle | Status | Location | Next renewal | Payment | Service YTD |
|---|
Vehicles
Your fleet — finance, insurance, renewals, and trade-ins
Services & Repairs
Every service and repair across the fleet
| Date | Vehicle | Type | Description / reason | Vendor | Dropped → Delivered | Mileage | Cost |
|---|
Running Costs
Recurring operating expenses & vendors — averaged per month and year
| Expense | Home | Vendor | Frequency | Amount | Per month | Per year | Bills |
|---|
Messages
Channels, direct messages and groups
Renewals
Upcoming insurance & registration renewals, soonest first
| Due date | Vehicle | Type | Detail | Amount | Status |
|---|
Security
Estate security — patrols, incidents, and requests
Patrol & Incidents
Patrol reports and logged incidents across the estate
| When | Type | Property | Officer | Severity | Status | Details |
|---|
Security Requests
Vehicle staging, extra security for events, driving details
| Date | Type | Property | Vehicle | Status | Notes |
|---|
Kids
Daily summaries, check in/out, injuries & nanny requests
Schedule
Each child's schedule — school, activities, appointments
| Date | Time | Child | Activity | Location | Notes |
|---|
Inventory
Household & grocery stock — low items flagged for reorder
| Item | Category | Property | On hand | Reorder at | Vendor | Status |
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Shopping & Requests
Grocery and household item requests
| Date | Item | Category | Qty | Requested by | Status | Notes |
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Security schedule
Shifts, time clock and hours
| Person | Clock in | Clock out | Hours |
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Staff Training
Hall Estate Staff Academy — lessons, shift companion, handoffs and directory
Housekeeping
Monthly housekeeper schedule, time clock and hours
Tap any day to assign the housekeeper, property and hours. Use “This weekday, rest of the month” to fill a whole month in a few taps.
| Person | Clock in | Clock out | Hours |
|---|
Nanny schedule
Shifts, time clock and hours
| Person | Clock in | Clock out | Hours |
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Estate Inventory
Every room and valuable across the properties — photos, values, appraisals
| Item | Category | Room | Property | Qty | Value | Docs |
|---|
Home Reports
Report damage or an incident in the home