Hawaii Natural Clean

Everything that needs your attention, in one place.

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April 2026

Unassigned

Assigned

Completed

Paid

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Today's recommended actions

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Total pipeline

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Commercial

—

Avg close time

—

Initial Request0

Quoted0

First Call0

Second Call0

Third Call0

Fourth Call0

Fifth Call0

Won0

Lost0

Total clients

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Dormant (60d+)

—

Recurring

—

Name	Type	Last job	Rev/mo	Schedule	Status

Open tasks

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Overdue

—

Done this week

—

Open tasks

Completed

Select a conversation

Select a conversation to start messaging

Total cleaners

—

Hours this week

—

Avg hrs / cleaner

—

Payroll this period

—

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Sort

Hours log — this week

Cleaner	Date	Job / client	Hours	Island	Pay

Cleaner availability — recurring weekly schedules and time off. This data feeds booking-day recommendations.

Period total

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Total hours

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Paid out

—

Blended rate

—

Payroll — —

Cleaner	Island	Hours	Rate	Gross	Tips	Bonus	Total	Paid	Status	Action

Period

From To

Active automations

Running

Triggered today

Actions fired

Total rules

In your library

Custom automations

Scheduled

Upcoming sends

Total sent

All time

Drafts

In progress

Upcoming holidays

All broadcasts

Pending charges

Completed, needs invoicing

Outstanding

0 unpaid invoices

Collected this month

This month

Stripe status

Not connected

API key needed

Pending charges

Sent — Unpaid

Invoice history

Completed appointments that haven't been invoiced yet. Select multiple from the same client to bundle into one invoice.

Completed jobs that need payment — sorted by date. Residential clients default to charge now.

	Client	Service	Date	Amount	Action

Invoices that have been sent but not yet paid. Click to open in Stripe or re-send.

Client	Service	Sent	Amount	Terms	Actions

Activity log

Type

Date range

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Business info

Your business name, contact details, and branding shown in emails and documents.

Business name

From email

Phone

Website

Logo URL

Google Review URL

Paste the link here whenever Google changes it — used in post-job review request SMS.

Logo

Notifications

In-app alerts when something important happens (invoice paid, tip received, new booking). Settings are saved per device.

Play sound when new notifications arrive

Volume 40%

Also chime on every inbound message (off by default — leads & alerts still chime)

Push notifications

Receive alerts on this device's home screen / lock screen even when the CRM is closed. Each device subscribes separately — enable on phone AND desktop to get pushes everywhere.

Checking subscription status…

Recent errors

Server-side errors logged in the last 24 hours. If something feels broken, check here first.

Click Refresh to load errors

OpenPhone contact sync

Push every CRM lead and client to OpenPhone as a contact. Idempotent — safe to re-run anytime. New edits via Edit lead / Edit client auto-sync; this button is for the initial backfill.

Idle.

Email templates

Customize the emails sent to clients for invoices, reminders, and follow-ups.

Invoice email

Subject line

Email body

Template saved!

SMS templates

Customize SMS messages sent to clients. Use {client_name}, {amount}, {due_date}, {invoice_link} as placeholders.

Invoice email subject

Invoice email body

SMS invoice message

Reschedule email subject

Reschedule email body

SMS payment confirmation

Templates saved!

Client policies

These appear on the agreement form sent to new clients. Clients must check each one before they can submit. Changes go live immediately.

Policies saved!

Payroll

Configure how and when your cleaners are paid.

Pay frequency

Payday

Each payday covers the previous Mon–Sun week. Payment is marked manually after you send via QuickBooks.

Payroll settings saved!

Import historical bookings

Upload a CSV export of past bookings. The tool dedupes by client + date + price, auto-creates missing cleaners as Inactive, and tags every row with a batch ID so you can undo.

Drop CSV/XLSX here or click to choose

Expected columns: Client Name, Email, Phone, Address, Booking Date, Service Type, Booking Status, Total Price, Cleaner Assigned, Cleaner Pay

Previous imports

Email	Role	Status	Invited	Actions
Loading\u2026

Danger zone

These actions are permanent and cannot be undone.

Requires typing DELETE to confirm. Deletes every row in the appointments and clients tables.

✨ HNC AI Agent

Calendar

Activity log

Invite a user