v3.0 — Optimized

HEP Inc. Tracker

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HEP Inc. Tracker
Cloud Sync
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Settings & Tools

HEP Inc. Tracker

Dashboard Overview

Sales by Month

Job Status Breakdown

Lead Temperature Mix

Sales by Trade

Leads by Source

Technician Leaderboard — Total Sales

Closing Rate by Technician

Active Pipeline (Hot/Warm)

$0.00

+ $0.00 in Cold Leads

Potential Commission

$0.00

+ $0.00 from Cold Leads

Active Leads (Hot/Warm)

0

+ 0 Cold Leads

Active Leads Pipeline

Filter By:
Job #DateCustomerTechnicianMax Sale / CommTemp

Dismissed Leads

Total Sales

$0.00

Pending Commission

$0.00

Lifetime: $0.00

Job Status Breakdown

0 Complete   0 In Progress   0 Hold   0 Cancelled

Amount Unpaid

$0.00

Sold Jobs Record

Filter By:

HVAC / Water Heater Decoder

Decode serial numbers to estimate equipment age & replacement priority.

Scan Data Plate

Manual Entry

Result

No result yet. Enter a serial number and click Decode.

Save to History

Priority Replacement List

Oldest equipment first — top 10 from history.

  • No history yet.

Search History

No saved entries yet.

Convert Lead to Sold

Add Quote Option

New Lead Entry

Promise Board Setup
Additional Info
Initial Quotes (Optional)

Sold Job Record

Lead Details

Quotes

Follow-Up Date & Time

Notes

Edit Quote

Log Call

History

Global Search

Start typing to search all leads and jobs...

Cloud Sync Settings

Supabase Connection

How to Set Up (one-time, ~3 min)

1. Go to supabase.com → create a free account & new project.

2. In your project, go to SQL Editor and run this:
create table if not exists hep_tracker_data (
  user_id text primary key,
  app_data jsonb not null,
  decoder_history jsonb,
  updated_at timestamptz default now()
);

-- let the anon/public key read & write your row
alter table hep_tracker_data enable row level security;
create policy "hep anon access" on hep_tracker_data
  for all to anon using (true) with check (true);
3. Go to Project Settings → API and copy your Project URL and anon public key above.

4. Pick any short User ID (like your name). Use the same ID on every device.

5. Click Test Connection then Save & Enable Sync. Done — changes will sync instantly!

Manual Data Actions

Auto-sync pushes on every save. Use manual push/pull if devices get out of sync.

🔔 Slack Notifications

✅ Sale Confirmed!

Configuring...
Technician DM — tap to copy
tap to copy