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HEP Sales Tracker

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HEP Logo HEP Tracker
☁️ Cloud Sync
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Settings & Tools
HEP Logo

HEP Sales Tracker

📊 Dashboard Overview

💰 Sales by Month

📋 Job Status Breakdown

🌡️ Lead Temperature Mix

🔧 Sales by Trade

🏆 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

📅 Upcoming Follow-Ups

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

Initial Quotes (Optional)

Sold Job Record

Lead Details

Quotes

Follow-Up Date

Notes

Edit Quote

🎨 Choose a Theme

☁️ 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...
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