Neil's Command Centre

Studio 1 Automation — Everything in one place
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Payments
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Declines
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Latest Week ()
254
Reports Built

Quick Links

💰 Collections Summary 🌎 Out of Area Leads 📞 Booker Performance ⚠ Declines / GHL Report 🎯 CRM Leads & Sales 📈 Lead Performance 🔎 Active Accounts Deep Dive 📚 All Reports
🎯 CRM Leads by Campaign Code
Current Week
February 2026
January 2026
December 2025
Leads ROI (old)
ROI Combined (CRM + Spend) ROI Combined — Jan 2026 ROI Combined — Dec 2025
Cities
Texas (Houston + Dallas) Square + QB + Drive
Boston Square + QB + Drive
New York Square + QB + Drive
Florida Square + QB + Drive
Chicago Square + QB + Drive
Nashville Square + QB + Drive
Atlanta Needs Square token
Miami Needs Square token
Data Connections
Square API 6 cities, all locations
Google Drive [email protected]
QuickBooks (Sandbox) Realm 9341456524505784 — Chicago test
CRM (Onyx Black) Daily sales, leads, bookings, deposits
Boost / Five Chickens Supabase — leads + ad costs, all cities
Automations
Daily Reports (all 6 cities) Every day at 7:00 AM
Weekly Summary + Declines Every Monday at 7:30 AM
Google Drive Upload Runs after daily reports
QuickBooks Sync Disabled — pending verification
Monthly Snapshot (last 6)
📝 Project Status — What's Built & What's Next 18 done · 1 in progress · 8 to do
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Daily Square Reports (all 6 cities)
run_daily.js — deposits, studio sales, recurring, office, refunds
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Collections Summary (multi-tab)
report_summary.js — 6 periods + 3 comparisons, collector performance, city breakdown
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Master Collections Report
report_master.js — 85 weeks combined, monthly/quarterly trends, YoY comparison
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Declines / GHL Trigger Report
report_declines.js — RED/YELLOW/GREEN alert levels, CSV export for GHL
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Trends Dashboard (15 months)
report_trends.js — Chart.js graphs, weekly/monthly, collector line charts
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Leads ROI Report (Dec + Jan)
report_leads_roi.js — funnel analysis, city comparison, code-level ROI
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Boost / Five Chickens Data Connection
Supabase API — lead counts, ad costs, campaign codes across all cities
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QuickBooks Sandbox Sync
qb_sync.js — matches Square recurring payments to QBO invoices
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Google Drive Upload
Auto-uploads daily reports to Drive per city folder
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Daily + Weekly Scheduled Tasks
Windows Task Scheduler — 7:00am daily, 7:30am Monday weekly
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Refunds & Chargebacks Deep Dive
report_refunds.js — 12-month refund/dispute analysis, reason breakdown, city comparison
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Active Accounts Deep Dive
report_failed_payments.js — active vs collections split, 120-day Monterey cutoff, $25 price bracket success rates
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Reports Live Link
serve_reports.js — Cloudflare Tunnel public URL, auto-starts on login
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Out of Area Leads Report
report_out_of_area.js — 9-tab, 200mi threshold, per-city breakdown, marketing code OOA flags
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Booker Performance Report
report_bookers.js — multi-tab, bookings/sales/deposits/close rates per booker
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CRM Leads & Sales
report_crm_leads.js — leads in by city & source, bookings, sales, conversion rates
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Lead Performance Report
report_lead_performance.js — 4-week rolling source analysis with city breakdowns
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CRM Auto-Login + Session Keepalive
crm_auto_login.js + email_reader.js + crm_keepalive.js
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QuickBooks Chicago Test
CRM → QB invoices + bank feed OFX. Elena verifying before production.
Booker Commission Report
Commission structure to be defined. Target: $45K/month, 2.4 bookings/day
Viewer Commission Report
Commission structure to be defined
Duplicate Leads Report
Flag duplicate leads across sources
Mail AI Stats
Daily email volume handled — platform and export format TBD
Outreach / Disputes Report
Disputes, status tracking — data source TBD
QuickBooks Production Switch
Move from sandbox to production once bookkeepers verify
Atlanta City Setup
Square location names and token needed
Miami City Setup
Square location names and token needed
Auto-generated 3/26/2026, 2:15:44 AM — Neil's Command Centre