COG Command Center

📊 2026 Business Dashboard

2026 Annual

2026 Target

—

from 2025 QB actuals

2026 Actual YTD

—

collected so far

Variance

—

ahead/behind target

Jan 1 Customers

—

starting point

Current Customers

—

today

Total Lost

—

all time (tracking starts now)

April 2026

Monthly Target

—

requires QB monthly sync

YTD Revenue

—

from QB P&L

Added This Month

—

new signups

Lost (2026 YTD)

—

all removed/dormant this year

💳 Payment Processing

CHARGED

FEES

0 transactions 2.6% + $0.10 avg

👥 Customer Ops

new this month

🔔 Pending Decisions

awaiting Howard

⚡ Live Activity Feed

Loading live data...

📈 Service Tier Breakdown ▼

📈 Revenue Trend — Monthly ▼

📈 Customer Growth ▼

💰 Failed Payments & Past Due ▼

🚫 Cancellations & Churn ▼

📍 Top ZIP Codes by Revenue ▼

🚚 Cans Not Out — Impact ▼

💰 Revenue Collected — Deposits ▼

🚚 Routes

Route Calendar

🚚 Full Year 2026

🎯 Customer Density by ZIP

📈 Service Type Mix

📊 Quick Reports

Stops Per Route

Completion rates by route and day

Crew Efficiency

Stops/hour, time per stop, idle time

Cost Per Stop

$31.66 baseline — track actual vs target

Route Completion Rates

% completed on-time vs rescheduled

Route Balance

Overloaded vs light — find where to add stops

Underserved ZIPs

Low customer count — growth opportunities

Seasonal Volume

Load changes by month — plan crew & trucks

Profitability by Run

Revenue vs cost per Week + Day combo

🔧 Custom Report Builder

Report Type

Date Range

Group By

Filter: Route

Filter: Day

Filter: Week

💾 Saved Reports

👥 Customer Intelligence

Active Subscriptions

—

from D1

New This Year

—

from D1 date_added

One-Time Customers

—

from D1 plan_type

Problem Accounts

—

balance > $0

VIP (3+ Years)

—

date_added before 2023

Signup Sources

—

from D1 signup_source

★ Loyalty: from D1 date_added

📈 2026 Monthly New Customers

⚠ Problem Children — Accounts Needing Attention

📍 Top Service Areas

🎯 How They Found Us

💵 Financials ● LIVE (D1)

📈 2026 YTD — QuickBooks P&L

YTD Revenue

Net Income

Total Expenses

Margin

📈 YTD Expenses Breakdown — QuickBooks

📈 2025 Full Year — QuickBooks Actuals

Net Income

—

requires 2025 QB P&L query

Revenue

—

requires 2025 QB P&L query

Expenses

—

requires 2025 QB P&L query

Margin

—

requires 2025 QB P&L query

💰 AR Aging Summary

🔄

Year-over-Year — Coming Soon

Waiting on historical data. Will compare 2025 vs 2026 by month, route, and service tier.

💲 2026 Pricing Model

★ Annual Prepaid: Pay 12, get 13th FREE · New orders only · Existing grandfathered

Full Pricing Matrix — Per-Cleaning

🏷 NFC Gradual Price Increase Campaign QUEUE ONLY · NO EMAILS SENT

What this is: 103 customers acquired from "Neighborhood Fresh Cans" (NFC) over a year ago are on grandfathered discounted pricing. Retention guarantee has expired. This page tracks the gradual lift-to-standard, queues notice records, and converts the "- NFC" suffix to an nfc_origin tag once a customer reaches standard pricing.

Total NFC

—

on grandfathered pricing

Annual Uplift Potential

—

if all raised to standard

Phase 1 (Small <10%)

—

$0–2 bumps

Phase 2 (Medium 10–20%)

—

$2–3 bumps

Phase 3 (Large >20%)

—

3 small steps each

Customer Audit — 0 customers

Phase: Status: Plan:

Name	Plan	Cans	Current $	Standard $	Gap $	Gap %	Phase	Visits/yr	Annual Uplift	Status	Actions
Loading audit…

🛠 Service Operations

Active Customers

—

from D1

Recurring Plans

—

from D1

Quarterly

—

from D1

With Schedule

—

from D1

📊 Cans Not Out — Trend

No Cans-Not-Out data yet. Tracking begins when the crew app goes live.

★ Google Reviews Summary

No review data yet. Tracking begins when review monitoring is enabled.

🔄 Skip Trends

No skip/cancellation data yet. Tracked from the cancellations table.

Search by address, ZIP, or neighborhood

⚡ Automation Control Panel

ALL OFF

💲 Payment Escalation Rules (Day 0-28 ladder)

Loading…

🌱 Seasonal Rules (30-day heads up per season)

Loading…

🎄 Holiday Schedule (notify 8 days before)

Loading…

📣 Marketing Hub & Campaigns

Emails Sent (30d)

—

requires Brevo analytics sync

Open Rate

—

requires Brevo analytics sync

Click Rate

—

requires Brevo analytics sync

Conversions

—

requires attribution worker

Attributed Revenue

—

requires attribution worker

🎯 Marketing at a Glance

Ohio Clean Cans is the flagship account on the PlusAutomation platform. Every customer-facing touch point is wired through COG — welcome emails, payment recovery, review asks, referral invites, holiday notices, and day-of service texts.

The positioning, pricing, and feature copy for the Positioning & Copy tab comes directly from the live sites plusautomation.ai and bincleanersautomation.com. That is the canonical source — do not drift.

Campaign KPIs above require the Brevo analytics sync and attribution worker to be deployed. Real numbers will populate automatically once those are running.

📝 Template Library

Click any template to edit. Saves persist live to D1 and stay in sync with the CRM. Locked items show a yellow banner before save.

📧 Email (0)

💬 SMS (0)

📡 Broadcast (0)

📄 Invoice (0)

📋 Notes (0)

📝 Job Notes (0)

📊 Reports & B2B Data Delivery

📚 Report Library

👤 Recipients

📅 Scheduled Sends

📋 Delivery Log

All available reports — pre-built templates plus any you've saved. Click Run Now to generate immediately, or use the Schedules tab to deliver on a recurring basis.

Loading reports…

🔧 Settings

🏢 Company

📍 Service Area

🚶 Waste Haulers

💳 Payment Processors

🔌 Integrations

👤 Users & Roles

🚀 Onboarding

ZIP	City	County	Hauler
45039	Maineville	Warren	Rumpke
45040	Mason	Warren	Rumpke
45140	Loveland	Clermont	Rumpke
45150	Milford	Clermont	Rumpke
45174	Terrace Park	Hamilton	Republic Services
45227	Cincinnati - Mariemont	Hamilton	Republic Services
45230	Cincinnati - Anderson	Hamilton	Republic Services
45236	Cincinnati - Madeira	Hamilton	Republic Services
45241	Cincinnati - Evendale	Hamilton	Rumpke
45242	Cincinnati - Blue Ash	Hamilton	Rumpke
45243	Cincinnati - Indian Hill	Hamilton	Rumpke
45244	Cincinnati - Mt Washington	Hamilton	Cincinnati Public Services
45245	Cincinnati - Miami Twp	Clermont	Rumpke
45249	Cincinnati - Montgomery	Hamilton	Rumpke
45255	Cincinnati - Anderson Twp	Hamilton	Rumpke

Hauler Name	Service Area (ZIPs)	Pickup Schedule	Contact
Rumpke	45039, 45040, 45140, 45150, 45241, 45242, 45243, 45245, 45249, 45255	Mon/Tue/Wed/Thu/Fri — varies by area	(800) 828-8171
Republic Services	45174, 45227, 45230, 45236	Varies	(513) 771-4200
Cincinnati Public Services	45227, 45244	City schedule	311

Square (Current)

Type: Flat rate

Rate: 2.6% + $0.10

Connected: March 2026

✅ Connected

Helcim

Helcim (Pending)

Type: Cost-plus (interchange + markup)

Rate: Interchange + 0.3% + $0.08

Meeting scheduled — Howard to sign up

⏳ Pending Setup

Stripe

Stripe (Available)

Type: Flat rate

Rate: 2.9% + $0.30

Not Connected

Integrations

🛒

WooCommerce

Site: ohiocleancans.com

Syncs: Orders, customers, coupons

Last Sync: Apr 7, 2026 2:00 AM

✅ Connected

📚

QuickBooks Online

Syncs: Invoices, payments, customers

QB sync queue ready — waiting on Julie for account mapping

✅ Connected

📧

Brevo (Email)

Sender: howard@ohiocleancans.com

Sends: Transactional emails, campaigns

✅ Connected

💬

Brevo (SMS) NEW

Phone: OCC number

SMS approved and live as of April 7, 2026

✅ Connected

📞

Twilio (Future)

Blocked on regulatory approval — using Brevo SMS instead

Not Connected

🦍

GorillaDeSK (Legacy)

Syncs: Customers, jobs, invoices (nightly 2AM)

Legacy system — will be disconnected after COG cutover

✅ Connected

Users & Roles

Active Users

Name	Email	Role	Routes	Status	Action
Howard Cooper	howard@ohiocleancans.com	Owner	All	Active	—
Jason	jason@ohiocleancans.com	Manager	All	Active
Coby	coby@ohiocleancans.com	Crew	Route 2	Active
Brady	brady@ohiocleancans.com	Crew	Route 3	Active
Whitney	whitney@ohiocleancans.com	Read Only	—	Active
Claude (AI)	ai@plusautomation.ai	Read Only	—	Active	—

Permissions Matrix

Feature	Owner	Manager	Crew	Read Only
CRM Dashboard	✓	✓	✗	✓
Customer Profiles	✓ Full	✓ Full	✗	✓ View
Routes / Schedule	✓	✓ Edit	✓ View Own	✓ View
Billing / Payments	✓	✗	✗	✗
Pricing	✓	✗	✗	✗
Automations	✓	✓ View	✗	✗
Templates	✓	✓ View	✗	✗
Settings	✓	✗	✗	✗
Crew App	✓	✓ All Routes	✓ Own Route	✗
COG Grid	✓	✓	✗	✓
Command Center	✓	✓ Limited	✗	✓ View
Financials / QB	✓	✗	✗	✗
Send Email/SMS	✓	✓	✓ Templates Only	✗
New Orders	✓	✓	✓	✗
Approve Actions	✓	✓	✗	✗

Note: Roles are assigned per user in the Users section above. Owner has full access to all features. Custom role configurations coming in COG v3.

COG Setup Wizard

Complete each step to get your company live on COG

78% Complete

Company Info ✓ Complete

Company name, address, phone, logo upload.

Already configured → Go to Settings

Service Area ✓ Complete

ZIP codes, counties, coverage area.

15 ZIP codes configured → Go to Settings

Service Plans ✓ Complete

Define your service types and pricing tiers.

134 service templates configured → Go to Pricing

Routes & Schedules ✓ Complete

Set up routes, assign areas, define schedules.

4 routes configured → Go to Settings

Crew & Users ✓ Complete

Add team members, assign roles and routes.

6 users configured → Go to Settings

Payment Processor ⏳ In Progress

Connect Square, Helcim, or Stripe.

Square connected. Helcim pending. → Go to Settings

Email & SMS ✓ Complete

Connect Brevo for transactional email and SMS.

Brevo connected. SMS live. → Go to Settings

Templates ✓ Complete

Customize email, SMS, and broadcast templates.

70+ templates configured → Go to Templates

Import Customers ⏳ In Progress

Upload customer CSV from old system.

1,842 customers imported. Invoice migration: 14,750 of 39,000

37.8%

Go Live ○ Not Started

Review everything, flip the switch.

Complete all steps above, then click GO LIVE to activate COG.

All customers imported Payment processor connected Templates reviewed Test route completed Howard approved

🧰 Tools & Config

WASTE HAULERS

Name	Coverage ZIPs	Contact Phone	Status	Actions
Loading…

Name

Coverage ZIPs (comma-sep, blank = all)

Phone

Default?

USER & PIN MANAGEMENT

Username	Role	Last Login	Status	Actions
Loading…

Username

Temp PIN (4-8 digits, blank = auto)

Role

TAG MANAGER

Tag	Category	Customers	Created	Actions
Loading…

Tag Name

Color

Category (optional)

SERVICE TYPES & PLAN PRICING

Code	Label	Weeks	Can Pricing (1–8 cans)	Status	Actions
Loading…

CUSTOM FIELDS

Add arbitrary fields (garage code, dog name, gate combo, etc.) shown on customer, job, or invoice records.

Field Name	Display Label	Type	Applies To	Order	Status	Actions
Loading…

Field Name (snake_case)

Display Label

Type

Applies To

Order

VENDORS & SUPPLIERS

Name	Category	Contact	Phone	Email	Notes	Actions
Loading…

Name

Event	Email	SMS	In-App
Select a user to load preferences…

Customer Lifetime Value

Median CLV

—

across active customers

Top-Decile CLV

—

90th percentile threshold

Avg Tenure

—

months since first paid invoice

Total Active LTV

—

sum of total_clv across list

Plan: Min CLV: Sort:

#	Name	Plan	Tenure (mo)	Spent YTD	Spent Lifetime	Est. Remaining	Total CLV	Segment	Profile
Loading…

Heuristic: Estimated remaining CLV = monthly recurring × predicted retention months (6 mo if tenure ≤ 12 mo, 12 mo if tenure > 12 mo). Tunable in D1 table clv_assumptions. Lifetime totals are actuals from paid invoices only.

…

into any CC page that exposes window.OCC_CC_BASE / window.OCC_CC_TOKEN. Data: Live D1 via CC worker endpoints: ?action=crew_perf_roster ?action=crew_perf_metrics&crew_user_id=&range=last_30|ytd ═══════════════════════════════════════════════════════════════════════ -->

Crew Performance

#	Crew	Stops (30d)	Stops YTD	Avg time / stop	Upsell YES rate	Cancellations handled	Complaints (refunds)
Loading roster…

Stops per day — last 14 days (all crew)

Loading trend…

—today

Metrics marked — are not yet computable. Avg time/stop requires per-job start/end timestamps (not currently captured). Upsell YES rate reads from cog_events where event_type='crew_upsell'. Complaints proxy = refund count on paid invoices tagged to that crew's stops.

…

into any CC page exposing window.OCC_CC_BASE / OCC_CC_TOKEN. Data: CC worker: ?action=system_health_workers ?action=system_health_d1 ?action=system_health_integrations ?action=system_health_errors ═══════════════════════════════════════════════════════════════════════ -->

System Health

—

Workers OK: —

D1 row counts: —

Integrations OK: —

Recent errors: —

A. Workers —

Worker	Status	Resp (ms)	Last cron
Probing 29 workers…

B. D1 Databases —

Counting tables…

C. Integrations —

Service	Status	Detail
Pinging integrations…

D. Recent Errors —

When	Worker	Action	Message
Loading error log…

Square Refund PIN locked

Re-enter your PIN to unlock refund tools. Token expires in 15 minutes.

Credit / Adjustment

ROUTES & ZIP COVERAGE

4 routes, garbage-day driven, ZIP → route. No truck column — Jason assigns game day.

Route	Label	Garbage Day	Recycling	ZIPs	Stops	Actions
Loading…

CREW SCHEDULER

Weekly crew-to-route assignments. Mon-Fri, R1-R4. Stop counts pulled from jobs for that day.

Loading…

PREPAID RENEWAL MANAGER

View, notify, and renew prepaid customers. Sends route through occ-api /proxy/brevo-send using the locked renewal template.

—

Total Prepaid

—

URGENT (≤1 left)

—

WATCH (≤4 left)

—

Due This Month

—

Due This Quarter

Urgency:

Customer	Plan	Left	Last Clean	Next Clean	Renewal	Status	Actions
Loading…

DATA IMPORT / EXPORT

Single-table export (CSV or JSON) and import with preview. For full-database backup, use the Bulk Import/Export widget.

Export

Table Format Max rows (0 = no limit)

Import

Target table File (.csv or .json)

BULK IMPORT / EXPORT

Export Entire Database

Streams every table as a single JSON archive. A history row is written to db_backups.

Restore From Backup

⚠ Restore is destructive. It replaces current table contents for every table in the archive. Dry-run preview is run automatically before any commit.

Backup file (.json from the Export above)

Backup History

When	Filename	Format	Tables	Rows	Size	By
Loading…

QUERY BUILDER

Saved Queries

Loading…

SELECT only. Max 10,000 rows. 30s timeout.

INBOX SORTER

Live view of occ-inbox-sorter categorizations from the last 7 days. Override a message to retrain future sorts.

—

Total 7d

—

Customer

—

Expense

—

Personal

—

Purchase

—

Delete/Spam

Recent (last 50)

Received	From	Subject	Auto	Override
Loading…

Training Rules (`inbox_overrides`)

Sender- or domain-level overrides. Takes precedence over the worker's default rules on future emails.

Type	Match	→ Category	By	Action
Loading…

Match type

Match value

+ Create Gift Certificate

Amount (USD) Purchaser email * Purchaser name Recipient email (optional) Recipient name Message to recipient Expires (YYYY-MM-DD, blank = +1 year)

Redeem

Gift certificate code

All Certificates

Code	Amount	Balance	Issued	Expires	Status	Purchaser	Actions
Loading…

OCC Command Center

Square (Current)

Helcim (Pending)

Stripe (Available)

WooCommerce

QuickBooks Online

Brevo (Email)

Brevo (SMS) NEW

Twilio (Future)

GorillaDeSK (Legacy)

HAULER MANAGER

USER PIN MANAGEMENT

TAG MANAGER

SERVICE TYPE MANAGER

Edit Service Type

CUSTOM FIELDS

VENDOR LIST

NOTIFICATION PREFERENCES

CUSTOMER LIFETIME VALUE

Customer Lifetime Value

CREW PERFORMANCE

Crew Performance

SYSTEM HEALTH

System Health

A. Workers —

B. D1 Databases —

C. Integrations —

D. Recent Errors —

SQUARE REFUND

Square payments

Confirm refund

SQUARE RECONCILIATION

CREDIT ADJUSTMENT

New adjustment

Last 10 adjustments

ROUTE SETUP

Edit Route

CREW SCHEDULER

PREPAID RENEWAL MANAGER

Mark Renewed

DATA IMPORT EXPORT

Export

Import

BULK IMPORT EXPORT

Export Entire Database

Restore From Backup

Backup History

QUERY BUILDER

Saved Queries

DATABASE SCHEMA

Tables

INBOX SORTER

Recent (last 50)

Training Rules (inbox_overrides)

GIFT CERTIFICATE ENGINE

+ Create Gift Certificate

Redeem

All Certificates

Training Rules (`inbox_overrides`)