📊 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
$0
FEES
$0
0 transactions
2.6% + $0.10 avg
👥 Customer Ops
0
new this month
🔔 Pending Decisions
0
awaiting Howard
⚙️ Internal Activity system · self-monitoring · 7-day retention
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👥 Customer Activity
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📈 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
💾 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
| 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.
⚡ Automation Control Panel
ALL OFF
💲 Payment Escalation Rules (Day 0-28 ladder)
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🎄 Holiday Schedule (notify 8 days before)
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📣 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.
🔧 Marketing Build Roadmap — 4 Phases
Status: The 6 sub-tabs above are scaffolding. Real builders are not yet wired. Most of the pieces exist as standalone tools / workers already — the work is surfacing + unifying them here.
Phase A — Foundation (next build day)
- Segment builder — D1-query-backed filters (dormant, plan, route, LTV, zip, grandfathered). Saves to
marketing_segments. - Campaign builder — segment + template + channel + schedule. Saves to
marketing_campaigns. - Send engine — POST
campaign_dispatch(dry-run + approve). Reuses Brevo paths. - Campaigns list — Active / Scheduled / Past with status + recipient count + open/click.
- Attribution — new cols on
customers:last_campaign_id,campaign_source,signup_campaign_id.
Phase B — Growth Engine
- Neighborhood Takeover manager — T-14 → T+14 coordinated sequence around every truck visit. Already LIVE as BCA private product at
bincleanersautomation.com/neighborhood-takeover/. - EDDM + Taradel API — address counts, adjacent-neighborhood audience, cost estimator, proof preview, send-to-print.
- Proximity Reactivation — “we’ll be in your neighborhood [date]” cross-refs dormant customers with next week’s routes.
- Daily Route Marketing Rhythm — 4 segments firing around each truck visit (EDDM new, Lapsed, Active Dormant, Fresh Signups). 3 of 4 are free-to-run.
Phase C — Content & Channel
- Trashy Jokes calendar — video episodes (Jason/Binny/Reese). VEO 3 + ElevenLabs pipeline already exists.
- Review request flow — invite scheduler, response drafting, escalation for <4★.
- Google Business Profile posts — scheduler + preview + publish.
- Nextdoor post scheduler — if API accessible.
- Yard sign inventory tracker — physical assets + route coverage.
Phase D — Analytics
- Brevo analytics live sync — open/click/unsubscribe rates per campaign.
- Attribution reporting — signup source, CPA per channel, LTV per source, per-campaign ROI.
- Marketing calendar overlay — truck schedule + campaigns + EDDM drops + content in one view.
- Funnel view — lead → signup → first-service → recurring → referral agent.
Full spec with data-model + acceptance criteria: memory/project_marketing_buildout_spec.md.
When Howard says “start marketing Phase A” the session picks up exactly from this spec.
📝 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
📊 Live Data
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.
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🔧 Settings
🏢 Company
📍 Service Area
🚶 Waste Haulers
💳 Payment Processors
🔌 Integrations
👤 Users & Roles
🚀 Onboarding
Company Information
Company Details
Company Name
Owner
Phone
Email
Address
Website
Logo
📷
Upload Logo
Upload Logo
Business Hours
Tax ID
Founded
Service Area — ZIP Codes
Active ZIP Codes
| ZIP | City | County | Hauler | Active |
|---|---|---|---|---|
| 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 |
Waste Haulers
Configured Waste Haulers
| 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 |
Payment Processors
Square
Square (Current)
✅ Connected
Helcim
Helcim (Pending)
Meeting scheduled — Howard to sign up
⏳ Pending Setup
Stripe
Stripe (Available)
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 | 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
1
Company Info
✓ Complete
Company name, address, phone, logo upload.
Already configured → Go to Settings
2
Service Area
✓ Complete
ZIP codes, counties, coverage area.
15 ZIP codes configured → Go to Settings
3
Service Plans
✓ Complete
Define your service types and pricing tiers.
134 service templates configured → Go to Pricing
4
Routes & Schedules
✓ Complete
Set up routes, assign areas, define schedules.
4 routes configured → Go to Settings
5
Crew & Users
✓ Complete
Add team members, assign roles and routes.
6 users configured → Go to Settings
6
Payment Processor
⏳ In Progress
Connect Square, Helcim, or Stripe.
Square connected. Helcim pending. → Go to Settings
7
Email & SMS
✓ Complete
Connect Brevo for transactional email and SMS.
Brevo connected. SMS live. → Go to Settings
8
Templates
✓ Complete
Customize email, SMS, and broadcast templates.
70+ templates configured → Go to Templates
9
Import Customers
⏳ In Progress
Upload customer CSV from old system.
1,842 customers imported. Invoice migration: 14,750 of 39,000
10
Go Live
○ Not Started
Review everything, flip the switch.
Complete all steps above, then click GO LIVE to activate COG.
🎉 Discounts
What lives here: All three discount types in one place — Marketing Coupons (general promos), Referral Agents (customer-tied auto-tracking), Gift Certificates (dollar-value, single-use). All write a WooCommerce coupon under the hood so checkout, reporting, and redemption all just work.
Active Coupons
—
live on WooCommerce
Referral Agents
—
currently active
Gift Certificates
—
unredeemed
Redemptions MTD
—
month to date
| Code | Type | Discount | Linked To | Used | Expires | Status | Actions |
|---|---|---|---|---|---|---|---|
| Click Refresh to load discounts… | |||||||
🏠 Neighborhood Takeover
🔧 Neighborhood Takeover Builders — First Activation Suite
Click a tile to open the real builder in-panel. Drag images, edit copy, save designs — these are the files from Tools\_NT_PA_Sandbox\neighborhood-takeover-first-activation.
💡 Tip: Builders launch in a centered popup window. If a click does nothing, allow popups for this site in your browser.
🧰 Tools & Config